Latest news with #EncorEstatePlans
Yahoo
3 days ago
- 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
3 days ago
- 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
