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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

EncorEstate Plans

Profile

EncorEstate Plans enables the trusted financial advisor to fix the broken estate planning experience by providing the technology and support needed to end client procrastination. Our software and team provide beautiful visual estate plan summaries and enable advisors to facilitate uncovering and updating out of date estate plans in minutes. Encore is the only end to end estate planning platform with human quality control review of every document, that enables the advisor to facilitate the client experience, and provides deed filing for trust based estate plans.