EncorEstate Plans

Utilizing these resources will also help you avoid UPL. Here are several links to some of our most popular client-facing resources. 

<a href="https://help.encorestateplans.com/en/articles/9298887-signing-your-estate-plan-video">Signing Your Estate Plan- Client Facing Video</a>

<a href="https://help.encorestateplans.com/en/articles/8551633-sample-email-to-client-trustor-new-trust-based-estate-plan">Sample Email to Client/New-Trust-Based Estate Plan</a> 

<a href="https://help.encorestateplans.com/en/collections/6477664-new-trust-based-plan-kit">Kit- New Trust-Based Estate Plan</a>

<a href="https://help.encorestateplans.com/en/articles/8814144-what-s-in-a-trust-based-estate-plan">What's in a Trust-Based Estate Plan</a>

- <a href="https://help.encorestateplans.com/en/articles/9298887-signing-your-estate-plan-video">Signing Your Estate Plan- Client Facing Video</a>
- <a href="https://help.encorestateplans.com/en/articles/8551633-sample-email-to-client-trustor-new-trust-based-estate-plan">Sample Email to Client/New-Trust-Based Estate Plan</a> 
- <a href="https://help.encorestateplans.com/en/collections/6477664-new-trust-based-plan-kit">Kit- New Trust-Based Estate Plan</a>
- <a href="https://help.encorestateplans.com/en/articles/8814144-what-s-in-a-trust-based-estate-plan">What's in a Trust-Based Estate Plan</a>

For a more in-depth guide to Avoid UPL, review:

<img src="https://downloads.intercomcdn.com/i/o/964550546/863282a8b7d615ad0966fede/3+Basic+Steps+to+Avoid+UPL.jpg?expires=1729134000&amp;signature=bb528d138e0b5db7ffd8195e7ec6ad7e33076ec40157635b6dd89cb6b8e5d466&amp;req=fSYjE8x%2BmIVZFb4X1HO4gVWY7i%2F13uVtQIbGxnOYbHsBSSsOcqSegcbsBE%2Fc%0A" width="1080" alt="">3 Basic Steps to Avoid UPL 

Have your client(s) sign a Client Estate Planning Agreement (see <a href="https://help.encorestateplans.com/en/articles/8551623">HERE</a> for example).

Have your clients complete the EncorEstate Plans questionnaire or input the information they provided from the questionnaire.

Send and have your client(s) review the emailed summary of their Estate Plan.

Encore's beginner's guide, tailored to help you navigate and avoid the Unauthorized Practice of Law (UPL)

Knowledge Base Resources

Utilizing these resources will also help you avoid UPL. Here are several links to some of our most popular client-facing resources.

For a more in-depth guide to Avoid UPL, review:

3 Basic Steps to Avoid UPL

STEP 1:

STEP 2:

STEP 3: