EncorEstate Plans
EncorEstate Plans: A full, human-reviewed estate planning workflow for advisors and their clients. Ranked #1 of 24 in Estate Planning Software by our editors (9.6/10); pricing: Free plan · paid from $100; best for full U.S. plans with human review.
At a glance
- Editor score9.6 / 10
- PricingFree plan · paid from $100
- Best forFull U.S. plans with human review
- Free planYes
- Planning scopeFull_estate_plan
- Founded2021 · Liberty Lake, Washington, United States
- Facts checked20 Sep 2026
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
Our verdict on EncorEstate Plans
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 health-care directives, and HIPAA releases. The product is positioned for solo advisors, independent RIAs, and larger advisory firms that want estate-planning workflows combined with back-office support. Advisor-branded client workflows and document storage extend the product beyond a basic document generator.
Pricing is organized around one-time, pay-as-you-go products. The published plans show a $100 starting price, while the Will-Based Plan costs $400 and includes a last will and testament, financial and health-care powers of attorney, an advance health-care directive, and a HIPAA release. The Trust-Based Plan costs $650 and adds a revocable trust, pour-over will, certification of trust, general transfer, and financial and health-care powers of attorney. Smaller-scope options include the $125 Powers Only Plan, the $100 Business Assignments plan, and the $300 Deed Filing plan. A $150 Visual Plan Summary includes custom branding, a client deliverable, custom analysis, and human review.
Its strongest distinction is breadth with human involvement. EncorEstate Plans combines estate documents with trust funding, deed filing, human document review, and human quality control. The Deed Filing plan can pull the last recorded deed, prepare a new deed where appropriate, and file with the county. Optional attorney review adds another review path, while advisor-branded workflows support client-facing delivery. This makes the product a fit for advisors who need more than wills alone and want operational support around trusts and property. Advisors seeking a web-based, full-plan workflow should consider it; teams looking for a platform beyond the web or a simpler document-only tool may prefer a narrower alternative.
EncorEstate Plans pricing
All 6 EncorEstate Plans plans and prices →
EncorEstate Plans fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Planning scope | Full_estate_plan |
| Trust support | Yes |
| Power of attorney | Yes |
| Beneficiary planning | Not verified |
| Attorney review | Yes |
| State coverage | 50 states |
| Document storage | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat, Phone |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Free plan · paid from $100 (source) |
| Website | encorestateplans.com |
| Facts checked | 20 Sep 2026 |
Alternatives to EncorEstate Plans
- Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.0
- LegalZoom Estate PlanningA broad estate-planning service for people who want documents plus attorney access.8.0
- FreeWillA broad free estate-planning package for individuals who can finalize documents themselves.7.7
See all EncorEstate Plans alternatives →
EncorEstate Plans vs the competition
- EncorEstate Plans vs Trust & Will
- EncorEstate Plans vs LegalZoom Estate Planning
- EncorEstate Plans vs FreeWill
- EncorEstate Plans vs Rocket Lawyer Estate Planning
- EncorEstate Plans vs Quicken WillMaker & Trust
- EncorEstate Plans vs GoodTrust
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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