EncorEstate Plans vs Vanilla

EncorEstate Plans9.6Visit Vanilla7.0Visit

Higher score EncorEstate Plans #1 in Estate Planning Software 9.6/10 Free plan · paid from $100 Free plan✓ 4 of 5 features Visit site

vs

Vanilla #8 in Estate Planning Software 7.0/10 Pricing on request ✓ 5 of 5 features Visit Vanilla

• EncorEstate Plans fits best

  Full U.S. plans with human review

• Vanilla fits best

  Advisors needing modeling and integrations

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Side by side

Feature	EncorEstate Plans 9.6/10 Visit ↗	Vanilla 7.0/10 Visit ↗
At a glance
Editor score	9.6	7.0
Ranking	#1 in Estate Planning Software	#8 in Estate Planning Software
Best for	Full U.S. plans with human review	Advisors needing modeling and integrations
Pricing model	Free plan + paid	Paid
Starting price	Not published	Not published
Free plan	✓ (best)	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone	Email, Docs
Compliance	SOC 2	SOC 2, SSO/SAML, 2FA
Built for	Solo, Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features EncorEstate Plans 4/5 · Vanilla 5/5
Trust support	✓	✓
Power of attorney	✓	✓
Beneficiary planning	Not published	✓ (best)
Attorney review	✓	✓
Document storage	✓	✓
Specs
Planning scope	Full_estate_plan	Full_estate_plan
State coverage	50 states	50 states
Our review
Pros	State-specific wills and revocable living trusts across 50 states Human document review, quality control, and optional attorney review Trust funding, deed filing, and advisor-branded client workflows	Creates wills, trusts, powers of attorney, and healthcare directives Models GRAT, SLAT, and IDGT strategies with estate projections Connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce
Cons	Web-only access limits platform choice Pay-as-you-go pricing can be harder to budget at scale Attorney review is optional rather than included in every plan	Pricing requires contacting sales Web-only platform Advanced planning features are concentrated in higher tiers
Our verdict	EncorEstate Plans is estate-planning software for financial advisors and their clients. It supports state-specific will-based and trust-based plans across 50 states, along with financial and health-care powers of attorney, advance… Read the review →	Vanilla is an estate planning platform for financial advisors, RIAs, wealth management firms, family offices, and trust companies. It brings document creation, visual estate diagrams, client-ready reports, scenario modeling, tax… Read the review →

Strengths and trade-offs

• EncorEstate Plans — where it wins

  • State-specific wills and revocable living trusts across 50 states
  • Human document review, quality control, and optional attorney review
  • Trust funding, deed filing, and advisor-branded client workflows

  Where it doesn't

  • Web-only access limits platform choice
  • Pay-as-you-go pricing can be harder to budget at scale
  • Attorney review is optional rather than included in every plan

• Vanilla — where it wins

  • Creates wills, trusts, powers of attorney, and healthcare directives
  • Models GRAT, SLAT, and IDGT strategies with estate projections
  • Connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce

  Where it doesn't

  • Pricing requires contacting sales
  • Web-only platform
  • Advanced planning features are concentrated in higher tiers

• EncorEstate Plans9.6/10 · Free plan · paid from $100

  A full, human-reviewed estate planning workflow for advisors and their clients.

  Visit siteFull verdict →
• Vanilla7.0/10 · Pricing on request

  A full estate planning workspace with strong modeling, documents, and integrations.

  Visit VanillaFull verdict →