EncorEstate Plans

 Plan Questionnaires, Meeting and Marketing Resources

CLIENT-FACING RESOURCES

Use this helpful PDF to visualize and better understand how the documents work together within a Trust-Based Estate Plan.

Client Signing Video, Review Meeting Material, and Handoffs to a Local Attorney. 

Why you need an Estate Plan and what the process entails.

Resources regarding your Estate Planning offerings. Submit to Compliance for review and approval prior to use if required.

This email helps explain the relationship between Encore and the Advisor. It also explains how the client should begin the process.

Find answers and get help from Intercom Support and Community Experts

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