Latest news with #EncorEstatePlans
Business Wire
29-07-2025
- Business
- Business Wire
EncorEstate Plans and eLegacy Make Attorney Access a Built-In Advantage for Advisors
LIBERTY LAKE, Wash.--(BUSINESS WIRE)-- EncorEstate Plans (Encore) – the only estate planning software for advisors that ends procrastination, ensures good inputs and correct document execution, and gets trusts funded – today announced a groundbreaking partnership with eLegacy, integrating direct access to attorney-led document review and legal advice within Encore's industry-leading platform. '[We believe] the financial advisor should be the quarterback of the estate planning process. We are proud to now deliver an integrated experience that Encore advisors will love.' ~ Matt Morris, CEO, EncorEstate Plans Encore has already been dubbed 'the standout leader' in estate document preparation according to the Kitces Advisor Productivity Survey, and an 'All Star' in the estate planning software category in this year's recognized T3/Inside Information survey. Now, with this new partnership with eLegacy, Encore is poised to make an even greater impact. This new partnership enables state-specific attorney review phone calls and estate document reviews, providing nearly complete coverage nationwide for Encore advisors. Unlike other estate planning software for advisors that only offer outside attorney referral networks, Encore has created a fully integrated estate attorney experience directly within the software platform. This integration enables financial advisors to effortlessly facilitate state-specific attorney review and advice for their clients, offering an extra layer of review, legal guidance, and peace of mind on top of Encore's robust 60-point estate plan review process. "Many platforms provide attorney referrals that are awkward and rarely utilized," said Matt Morris, CEO of EncorEstate Plans. 'eLegacy is a unique law firm that believes – as we do here at Encore – that the financial advisor should be the quarterback of the estate planning process. We are proud to now deliver an integrated experience that Encore advisors will love.' Clients now have the optional benefit of choosing eLegacy attorneys to either provide a formal estate plan review letter or to engage in an over-the-phone walkthrough of their estate documents. All interactions between eLegacy attorneys and advisors' clients – including consultations, legal reviews, and advice – are seamlessly facilitated by clients' financial advisors within Encore's intuitive software interface. 'Coordination between advisors and estate planning attorneys is absolutely critical,' stated Ryan Crandall, founder and CEO of eLegacy. 'Often, in conversations with an advisor, we'll learn things about the client's situation that they neglected to share with us but are really important to their plan. To create the best possible outcome, we need all members of the client's financial and legal team communicating with each other behind the scenes. We love to tell clients, 'We talk behind their back, but in a good way!'' It is important to note that while Encore performs thorough internal reviews of estate planning documents, Encore itself does not provide legal advice. The integration with eLegacy enables advisors to connect their clients directly with qualified, state-specific estate attorneys, while staying informed about everything their clients wish to discuss with an estate attorney. For more information about this partnership or to experience the integrated attorney review firsthand, visit or contact EncorEstate Plans directly. ABOUT ENCORESTATE PLANS EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding platform for advisors. The company's technology and support team empower advisors to efficiently facilitate the creation, updating, and funding of estate plans, all under the advisor's brand. The EncoreEstate platform has been named an 'All Star' for the second consecutive year by the T3/Inside Information Software Survey, earning the highest average user rating (8.47 out of 10). Kitces' Financial Planning Productivity Survey ranked Encore #1 in client satisfaction, recognizing the focus on scaling up Encore's team of human estate planners, attorneys, and paralegals to be advisors' estate planning back office, and placing value on higher service touch over pure technology solutions. For more information, visit ABOUT ELEGACY eLegacy is on a mission to empower individuals to create lasting legacies by delivering comprehensive, personalized estate plans, all in a convenient and easy-to-understand process. As a completely virtual law firm, their attorneys and staff bring the full estate planning experience directly to clients, wherever they may be. With complimentary consultations, flat-rate pricing, one-on-one meetings with a dedicated attorney, and a client experience unrivaled in the legal profession, eLegacy is changing how estate planning is done. For more information, visit
Yahoo
25-06-2025
- Business
- Yahoo
Over 2,000 Join Amplified Planning's 2025 Externship: New Data Reveals Who's Entering Financial Planning & Why
DALLAS, June 25, 2025 /PRNewswire/ -- With over 2,000 participants from across the globe, Amplified Planning's 2025 Externship has broken new ground in its mission to train and empower the next generation of financial planners. Now four weeks in, The Externship is already providing deep insight into who's entering the profession and the challenges they face. Launched in 2020, The Externship is an 8-week virtual experience designed to offer real-world exposure to financial planning for students, career changers, and aspiring professionals. This year marks the program's largest cohort ever, with 2,078 externs engaging with real recorded client meetings, additional training by proven experts in the field, and community-based learning. "This year's growth signals something bigger than numbers. It shows that new talent entering the space is hungry for training, as well as purpose-driven careers in financial planning," said Hannah Moore, CFP®, founder of Amplified Planning. "The Externship gives them the access, confidence, and clarity they need to take their first step—or their next step—into this profession." What's New in 2025? The 2025 Externship features new clients whom Externs follow through the entire financial planning process, from onboarding to investment planning, college planning, estate planning, and more. Externs also get access to industry-standard tools eMoney, Morningstar Advisor Workstation, EncorEstate Plans, Redtail, and Asset-Map — which they use to complete assignments and deliver practice plans. The 2025 Externship also taps into even more industry mentorship, with over 60 expert speakers including J.D. Bruce, Anna N'Jie-Konte, Louis Barajas, Jerry Cobb, Susan Bradley, and many others. This is a level of exposure to the profession, client meetings, tools, experts, and networking that many in the program have never had. Notably, 44% of Externs have never seen a financial planning meeting before, and 83% of 2025 Externs are first-time participants. Who Are the 2025 Externs? New data paints a compelling picture of an increasingly diverse, mission-driven group of future planners who are entering the field from all stages of life and professional experience: Career: 39.5% are career changers 28.3% are students or recent grads 23.8% currently work in financial planning or financial services Age: 30.7% are 18–24 years old; nearly 50% are 25–44 years old Sex: 56.4% are men, 42.6% are women Race/Ethnicity: 40.5% identify as people of color, including 10% Black and 10% Asian — nearly 4x the industry average Education: 75% hold bachelor's or master's degrees; 15% have no college degree, signaling broader accessibility First-Gen College Students: Nearly 30% identify as first-generation college attendees Why They're Choosing Financial Planning Extern survey respondents cite deeply personal motivations for joining the profession: 90% want to help people 80% are driven by a personal interest in personal finance 60% are interested in starting their own firm Work-life balance, entrepreneurship, and income potential also rank high Many, however, face real barriers to entering this profession. According to The Externship's ongoing participant feedback: 39% struggle to find job opportunities that match their experience 28% cite low pay or financial instability early in their careers 22% note a lack of clear career paths These concerns mirror recent findings from the FinServ Foundation + FP Transitions Aspiring Advisor Survey, which emphasized the urgent need for more transparent pathways, stronger mentorship and training, and inclusive hiring practices in wealth management. Engagement at Scale By the end of Week 1, The Externs generated thousands of forum posts and replies, reflecting high engagement and a hunger for connection. Hot topics include: How to transition into planning from other careers Navigating entry points into the profession Building networks and personal brands as a new advisor "This isn't just education for our Externs. It's really transformation," said Moore. "The Externship is helping people see what's possible for themselves and their future in this field." What This Means for the Industry As the profession grapples with talent shortages, succession gaps, and a need for greater diversity, the 2025 Externship is a clear signal: The next generation is here, and they're ready to join us. Are we ready for them? About Amplified Planning Amplified Planning is a premier provider of financial planning education focused on preparing the next generation of financial advisors with real-world experience and innovative training solutions. Founded by award-winning financial planner Hannah Moore, CFP®, Amplified Planning is known for bridging the gap between theory and practice with a Client-Centered Financial Planning™ approach. Their flagship program, The Externship, offers aspiring and new planners immersive training, mentorship, and critical skill-building opportunities to excel in their careers. They also offer CORE, CORE+, and the Accelerator programs, all focusing on real client meetings and a supportive community. For more information on all of the programs that Amplified Planning offers, visit View original content to download multimedia: SOURCE Amplified Planning Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
Recognized for new standalone deed filing feature to be demonstrated at upcoming EDGE Conference SEATTLE, June 10, 2025--(BUSINESS WIRE)--EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 Industry Awards ("The Wealthies"). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing Service and Streamlining Trust Digitization and Restatement. This marks the second consecutive year Encore has received multiple finalist honors, underscoring the company's commitment to empowering advisors with tools that simplify and elevate the estate planning experience. Encore serves more than 5,500 advisors nationwide and maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey and the T3/Inside Information Advisor Tech Survey. "As a bootstrapped company, our 'Advisors first, always' core value lets us prioritize what matters most to our users," said Matt Morris, CEO of EncorEstate Plans. "We're grateful to the advisors and other partners, along with our amazing team, for making this recognition possible. We are mission-driven to help more financial professionals see how they can use modular estate planning services – supported by not just the EncorEstate Plans technology, but a team of legal professionals who supervise and support the documentation and deed filing process – to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines." UPCOMING DEMO AND NEW FEATURE ANNOUNCEMENT AT WM EDGE Morris will showcase Encore's latest advancements at the upcoming Wealth Management EDGE conference, June 10-12 in Boca Raton, FL, where he will debut an exclusive new platform feature, the Standalone Deed Filing service, during the WealthStack Demos on Wednesday, June 11, 2025. The 60-minute WealthStack Demo session, which will showcase Encore as well as other innovative wealthtech solutions, starts at 2:40pm ET. This new capability enables advisors to assist clients in funding their trusts with real estate, even if the original estate planning documents were not created on the Encore platform. "Think of a trust as a safe. You fill it with things you want your trustee to control," Morris explained. "The benefit of avoiding probate is lost when real estate isn't titled in the name of the trust. Our new Standalone Deed Filing Service makes it easier than ever to ensure existing estate plans are properly funded and to overcome the common procrastination that leaves clients exposed." The new Standalone Deed Filing Service is designed to close a critical gap for advisors. While many clients complete estate planning documents, they often delay or neglect the crucial step of recording their home deeds with the county, leaving their largest asset out of the trust. Encore's solution streamlines this process, enabling advisors to deliver comprehensive, actionable estate planning support. #1 IN ADVISOR SATISFACTION AND FLEXIBLE PRICING Encore continues to set itself apart with a pay-as-you-go pricing model and a steadfast commitment to advisor autonomy – there is no vendor lock-in. Unlike other estate planning tools that compete for attention within the financial services industry, renewal sticker shock is also thwarted thanks to EncorEstate Plans' innovative business model. ABOUT "THE WEALTHIES" AWARD COMPETITION Now in its 11th year, the Wealth Management Industry Awards (a.k.a., The Wealthies) is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4, 2025. "The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry," said David Armstrong, director of editorial strategy and operations. "They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward." an Informa business, provides wealth professionals with information that helps financial advisors build stronger relationships, improve efficiencies, and grow business. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. ABOUT ENCORESTATE PLANS Founded in 2021 and headquartered in Seattle, EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding platform for advisors. The company's technology and support team empower advisors to create, update, and fund estate plans efficiently, all under the advisor's brand. The platform has been rated an "All Star" for the second consecutive year by the T3/Inside Information Software Survey, earning the highest average user rating (8.47 out of 10) and nearly doubling its market share in the estate planning software category. Kitces' Financial Planning Productivity Survey ranked Encore #1 in client satisfaction, recognizing the focus on scaling up their team of human estate planners, attorneys, and paralegals to be advisors' estate planning back office, and placing value on higher service touch over pure technology solutions. For more information, visit View source version on Contacts Media Contact:Dori ThomasImpact Communications, Inc.913-649-5009DoriThomas@
Business Wire
10-06-2025
- Business
- Business Wire
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
SEATTLE--(BUSINESS WIRE)-- EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 Industry Awards ('The Wealthies'). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing S ervice and Streamlining Trust Digitization and Restatement. 'EncorEstate Plans is mission-driven to help more financial professionals see how they can use modular estate planning to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines.' This marks the second consecutive year Encore has received multiple finalist honors, underscoring the company's commitment to empowering advisors with tools that simplify and elevate the estate planning experience. Encore serves more than 5,500 advisors nationwide and maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey and the T3/Inside Information Advisor Tech Survey. 'As a bootstrapped company, our 'Advisors first, always' core value lets us prioritize what matters most to our users,' said Matt Morris, CEO of EncorEstate Plans. 'We're grateful to the advisors and other partners, along with our amazing team, for making this recognition possible. We are mission-driven to help more financial professionals see how they can use modular estate planning services – supported by not just the EncorEstate Plans technology, but a team of legal professionals who supervise and support the documentation and deed filing process – to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines.' UPCOMING DEMO AND NEW FEATURE ANNOUNCEMENT AT WM EDGE Morris will showcase Encore's latest advancements at the upcoming Wealth Management EDGE conference, June 10-12 in Boca Raton, FL, where he will debut an exclusive new platform feature, the Standalone Deed Filing service, during the WealthStack Demos on Wednesday, June 11, 2025. The 60-minute WealthStack Demo session, which will showcase Encore as well as other innovative wealthtech solutions, starts at 2:40pm ET. This new capability enables advisors to assist clients in funding their trusts with real estate, even if the original estate planning documents were not created on the Encore platform. 'Think of a trust as a safe. You fill it with things you want your trustee to control,' Morris explained. 'The benefit of avoiding probate is lost when real estate isn't titled in the name of the trust. Our new Standalone Deed Filing Service makes it easier than ever to ensure existing estate plans are properly funded and to overcome the common procrastination that leaves clients exposed.' The new Standalone Deed Filing Service is designed to close a critical gap for advisors. While many clients complete estate planning documents, they often delay or neglect the crucial step of recording their home deeds with the county, leaving their largest asset out of the trust. Encore's solution streamlines this process, enabling advisors to deliver comprehensive, actionable estate planning support. #1 IN ADVISOR SATISFACTION AND FLEXIBLE PRICING Encore continues to set itself apart with a pay-as-you-go pricing model and a steadfast commitment to advisor autonomy – there is no vendor lock-in. Unlike other estate planning tools that compete for attention within the financial services industry, renewal sticker shock is also thwarted thanks to EncorEstate Plans' innovative business model. ABOUT 'THE WEALTHIES' AWARD COMPETITION Now in its 11th year, the Wealth Management Industry Awards (a.k.a., The Wealthies) is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4, 2025. 'The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,' said David Armstrong, director of editorial strategy and operations. 'They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.' an Informa business, provides wealth professionals with information that helps financial advisors build stronger relationships, improve efficiencies, and grow business. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. Founded in 2021 and headquartered in Seattle, EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding platform for advisors. The company's technology and support team empower advisors to create, update, and fund estate plans efficiently, all under the advisor's brand. The platform has been rated an 'All Star' for the second consecutive year by the T3/Inside Information Software Survey, earning the highest average user rating (8.47 out of 10) and nearly doubling its market share in the estate planning software category. Kitces' Financial Planning Productivity Survey ranked Encore #1 in client satisfaction, recognizing the focus on scaling up their team of human estate planners, attorneys, and paralegals to be advisors' estate planning back office, and placing value on higher service touch over pure technology solutions. For more information, visit
