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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