Wealth & Private Banking › Trust & Estate › Estate Planning

EncorEstate Plans

Estate-planning document creation built for financial advisors and their clients.

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Overview

EncorEstate Plans provides estate-planning document creation, generating revocable trusts, wills, powers of attorney and healthcare directives, with a service designed around financial advisors. It lets advisors offer estate-planning document preparation as part of their client relationships.

The platform combines document generation with supporting services such as deed filing, helping advisors and their clients produce core estate-planning documents through a guided process.

Key Features

+ Revocable trust and will creation
+ Powers of attorney and healthcare directives
+ Advisor-oriented document workflow
+ Guided client data gathering
+ Deed-filing service
+ Core estate-planning document generation

Integrations

Open API

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