Once submitted, a completed estate plan is received in 5 business days, and a visual Estate Plan summary in 10 business days.
**Available in all 50 states (and Washington DC)**
Trust-Based Estate Plan: $550
For Married or Single, includes a Joint Revocable Trust, Certification of Trust, General Transfer, Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only). This is also the price for a restatement of an existing Trust-Based Estate Plan that was not completed by EncorEstate Plans or Helios. (You must purchase two plans for married couples wanting individual trusts for each spouse.)
***NOTE: The pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.
Will-Based Estate Plan: $350
For Married or Single, includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). For a married plan, these documents are provided for each spouse.
***NOTE: The pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.
Powers Package: $125
This includes Power of Attorney – Finances, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.
Business Assignments: $100
This assigns a business interest to a trust for probate avoidance purposes.
Visual Estate Plan Summary: $50
For NEW plans completed within EncorEstate Plans, you can request a Visual Estate Plan Summary (VEPS) that includes all of the client's decisions.
The VEPS is included at no additional charge for subscription members.
Estate Plan Summary: $150 (for existing Estate Plans)
A summary packet for existing plans completed outside of EncorEstate Plans or Helios.
With an Estate Plan Summary your client will receive:
A Plan Visual (VESP) to clarify and outline the client's previous decisions.
A Plan Summary- this list of questions and considerations will help your client confirm whether their former wishes and decisions are still correct.
***Please note this is a 10 business day turnaround.
Rush Fees: $100-$200
To have next-day delivery on a plan (if submitted by 5:00 p.m.): $200
To have guaranteed 3 business day delivery: $100
*Prices as of 8/1/2023
Change Fee: $125
We allow one round of revisions after completing the initial set of documents. You have up to 90 days to request revisions of these documents. Any required revisions need to be submitted at the same time. After Encore has made these edits, a fee of $125 will be charged for any additional revisions requested thereafter.
Plan Amendments (Updates): $125
Plan amendments are only available to clients whose executed documents are from EncorEstate Plans or Helios. If the Estate Plan was completed by any other source, this option is unavailable, and a restatement is required.
Property Deeds Filed: Varies
All prices below include all County Recorder fees and costs for EncorEstate Plans to pull the last recorded deed, prepare the deed, and prepare all state and county-specific documents:
$250: All States excluding those listed below.
$300: Ohio, Oregon, South Carolina and Illinois. For Cook County, Illinois, we will be preparing transfer on death deeds only.
$350: Connecticut, Maryland, Nevada, and Wisconsin
$400: Delaware, New Jersey, and Pennsylvania
$550: New York and Washington (state)
For Alabama, the price varies based on the value of the property minus any mortgages on the property.
EncorEstate Plans charges the recording fee + $175 to prepare and record deeds in Alabama. ex. $250+$175= $425
Virginia, we cannot pull deed records online; we will need to receive the recorded deed. This can be uploaded to the client vault when submitting the plan or emailed to [email protected] afterward.
This service is unavailable in:
Louisiana, Massachusetts, Hawaii, District of Columbia
Certain areas of New York - 5 New York City Boroughs, Nassau, or Suffolk
Certain counties in Ohio - Allen, Brown, Delaware, or Richland
ProTips
Our default is to transfer deeds into the name of the revocable trust. You can request we do otherwise or produce beneficiary deeds if that particular state allows it. (TODI, TOD, Lady Bird, etc.)
How do you request a deed transfer without submitting a plan? CLICK HERE
We do NOT handle any timeshare transfers. Clients should be referred to the timeshare company to investigate options for handling timeshare transfers.
We also do NOT handle anything related to mobile homes.
Estate Plan Packages: 5%-15% Discount
We offer discounts on packages of Trust-Based Plans, Will-Based Plans, and Estate Plan Summaries
When purchasing 5 Estate Plan Credits, save 5%
When purchasing 10 or more Estate Plan Credits, save 10%
When purchasing 50 or more Estate Plan Credits, save 15%.
*If you want to use a plan credit at checkout and they are not visible, ensure the plan is on the advisor-driven path. Plan credits are not visible within the client-driven path upon checkout.
Subscription Pricing
Upgrade from Pay-as-You-Go to one of our Subscription offerings! Learn more about the benefits of a subscription!
Attorney Review
Currently available for California and Texas-based plans only.
State-Specific Attorney Review Letter: $200
When adding this service to your plan, an attorney in your state will eview this document with all of your details provided and mark it as in good order in the context of all the information provided. An additional document will be added to your plan with that attorney's summary of their review and statement in good order.
State-Specific Attorney Review Letter And Phone Call: $500
When adding this service to your plan, an attorney in your state will review this document with all of your details provided and mark it as in good order in the context of all the information provided. An additional document will be added to your plan with that attorney's summary of their review and statement in good order.
Topics Requiring Council From a Local Attorney or Tax Professional:
We are a great fit for most of your clients, BUT not all of them. The following clients will need to seek advice from a legal or tax professional and will not be able to complete a plan through EncorEstate Plans.
Clients seeking advice to establish a NEW business, such as an LLC, General Partnership, or S-Corp.
Clients who have been disqualified due to their responses to the disqualifying questions.
Clients seeking an immediate Irrevocable Trust.
Clients with concerns regarding Medicaid spend-down or those seeking a (MAPT) Medicaid Asset Protection Trust.
Notary Pros: $175-$475
ProTip: If you did not purchase at checkout but later decide you would like the service, access the Plan Documents page and select the “Send to Mobile Notary” button for options.
If at any point you need to contact Notary Pros for support, please email [email protected].
The pricing, services, and timelines are as follows:
Print, bind, tab, and ship for $175 (upon submitting the details to Notary Pros, please allow for 5 business days for shipping)
Print, bind, tab, and dispatch mobile notary for a Will-Based Estate Plan or Powers Package for $375 (upon submitting the details to Notary Pros, please allow for 7 business days for processing)
Print, bind, tab, and dispatch mobile notary for a Trust-Based Estate Plan for $475 (upon submitting the details to Notary Pros, please allow for 7 business days for processing)
See HERE for more details around this service.