logo
#

Latest news with #MattMorris

EncorEstate Plans and eLegacy Make Attorney Access a Built-In Advantage for Advisors
EncorEstate Plans and eLegacy Make Attorney Access a Built-In Advantage for Advisors

Business Wire

time29-07-2025

  • 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

EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards

Yahoo

time10-06-2025

  • 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@

EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards

Business Wire

time10-06-2025

  • 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

Yum! Brands, Inc. Declares Quarterly Dividend of $0.71 Per Share
Yum! Brands, Inc. Declares Quarterly Dividend of $0.71 Per Share

Yahoo

time15-05-2025

  • Business
  • Yahoo

Yum! Brands, Inc. Declares Quarterly Dividend of $0.71 Per Share

LOUISVILLE, Ky., May 15, 2025--(BUSINESS WIRE)--Yum! Brands, Inc. (NYSE: YUM) Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed June 6, 2025, to shareholders of record at the close of business on May 27, 2025. Yum! Brands, Inc., based in Louisville, Kentucky, and its subsidiaries franchise or operate a system of nearly 61,000 restaurants in more than 155 countries and territories under the company's concepts – KFC, Taco Bell, Pizza Hut and Habit Burger & Grill. The Company's KFC, Taco Bell and Pizza Hut brands are global leaders of the chicken, Mexican-inspired food and pizza categories, respectively. Habit Burger & Grill is a fast casual restaurant concept specializing in made-to-order chargrilled burgers, sandwiches and more. In 2024, Yum! was named to the Dow Jones Sustainability Index North America, Newsweek's list of America's Most Responsible Companies, USA Today's America's Climate Leaders and 3BL's list of 100 Best Corporate Citizens. In 2025, the Company was recognized among TIME magazine's list of Best Companies for Future Leaders. In addition, KFC, Taco Bell and Pizza Hut led Entrepreneur's Top Global Franchises 2024 list and were ranked in the first 25 of Entrepreneur's 2025 Franchise 500, with Taco Bell securing the No. 1 spot in North America for the fifth consecutive year. Category: Financial View source version on Contacts Analysts are invited to contact:Matt Morris, Head of Investor Relations, at 888/298-6986 Members of the media are invited to contact:Lori Eberenz, Director, Public Relations, at 502/874-8200 Sign in to access your portfolio

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store