Draft:EncorEstate Plans

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Last edited by Spiderone (talk | contribs) 2 minutes ago. (Update)

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EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding solution for advisors and financial planners. Recognized as "the standout leader" by Kitces.com^[1] and an "All Star" the Estate Planning Software category for two years straight by T3 and Inside Information^[2], Encore serves more than 5,500 advisors from firms like Cambridge, Mission Wealth, Modern Wealth Management, Kingsview Partners, Choreo, and Thrivent. to end client procrastination on estate planning. EncorEstate maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey (8.3 out of 10)^[1] and the T3/Inside Information Advisor Tech Survey (8.47 out of 10)^[3]. Founded in 2021 by Matt Morris and Matt Pistone, the company is headquartered in Seattle, Washington.

References

^ ^a ^b "Kitces Report: How Financial Planners Actually Do Financial Planning". 2023-01-16. Retrieved 2025-06-14.
^ T3NewsADM (2025-03-05). "Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans's New Feature is Launching this Year | t3 Technology Hub". Retrieved 2025-06-14.{{cite web}}: CS1 maint: numeric names: authors list (link)
^ T3NewsADM (2025-03-05). "Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans's New Feature is Launching this Year | t3 Technology Hub". Retrieved 2025-06-14.{{cite web}}: CS1 maint: numeric names: authors list (link)

[:0-1] "Kitces Report: How Financial Planners Actually Do Financial Planning". 2023-01-16. Retrieved 2025-06-14.

[2] T3NewsADM (2025-03-05). "Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans's New Feature is Launching this Year | t3 Technology Hub". Retrieved 2025-06-14.{{cite web}}: CS1 maint: numeric names: authors list (link)

[3] T3NewsADM (2025-03-05). "Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans's New Feature is Launching this Year | t3 Technology Hub". Retrieved 2025-06-14.{{cite web}}: CS1 maint: numeric names: authors list (link)

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