Our estate planning partner
EncorEstate
An estate planning software that carefully facilitates the creation of estate plan documents
With EncorEstate, we can offer you:
Attorney created plans: EncorEstate has teamed up with estate planning attorneys across all 50 states to offer high-quality estate plan templates
Human review or plan: the EncorEstate planning team reviews every document for quality control, eliminating errors common to DIY estate plan documents
Visual plan summaries: easy-to-understand flowcharts of your current or prospective estate plan
Custom documents: maximum flexibility for your situation, including special needs trust provisions, ability to use corporate trustees, restatements, specific gifts, age-based restrictions, and incentive-based restrictions
