Frequently Asked Questions

EncorEstate Plans is the estate planning partner we work with to help clients create high-quality, state-specific estate plans. They work exclusively through financial professionals, which means clients get guidance from someone who already understands their personal situation and financial life goals.

All documents are created by estate planning attorneys in all 50 states and reviewed by a team of experienced professionals. Every plan is carefully reviewed, and if anything needs a closer look, they reach out directly so we can ensure everything is accurate and complete.

They also monitor legal and legislative updates to keep their documents current, which helps ensure your plan stays aligned with changing laws.

EncorEstate Plans isn’t the right fit for everyone. We start with a short set of qualifying questions to help confirm whether this approach makes sense for your situation. You can preview those questions here on our FAQ page under “Am I good fit for your Estate Planning services?” section.

For many of our clients, this process is a thoughtful, cost-effective, and less intimidating way to finally get this important task done.

EncorEstates has been nominated for and received multiple awards recognizing innovation and outstanding service in the estate planning space.

To help determine if our Estate Planning services are the right fit for you, please review the following qualifying questions.

If you answer "Yes" to any of these questions, we suggest you hire an Estate Attorney for your Estate Planning needs.

Qualifying Questions:

1. Estate Size: 

   • Do you expect your total estate to be close to or above the federal estate tax exemption amount ($15,000,000.00 per person or $30,000,000.00 per married couple)?

     • Yes, that's $15M or $30M (M = Millions). Not a typo!

2. Disinheritance: 

   • Do you intend to leave a significantly reduced or no share to any of your children or other close family members?

3. Capacity Concerns: 

   • Have you experienced any medical conditions, cognitive concerns, or memory issues that might affect your ability to make financial or legal decisions?

4. Undue Influence: 

   • Is anyone pressuring or influencing you regarding your estate planning decisions?

5. Family Litigation History: 

   • Has your family ever been involved in legal conflicts related to wills, trusts, inheritances, or family property?

6. Non-Family Caregivers: 

   • Are you planning to leave extremely large gifts to someone outside your immediate family who provides regular care or assistance to you?

Answering "Yes" to any of these questions usually means your Estate Planning needs are more complex and better handled by an estate attorney. As a reminder, we are not estate attorneys. We are financial planners who partner with an award winning legal service to help create a clear and reliable plan.

Our services are designed for individuals and families with straightforward needs.

If your situation falls outside that scope, an estate attorney will be the right fit to ensure everything is handled properly.

We offer several estate planning packages, including Powers-Only, Will-Based, and Trust-Based options, to fit your life stage and needs. Every plan includes attorney-prepared documents, legal accuracy reviews, and optional attorney consultations.

If you are not ready to move forward with the documents but want to better understand your options, we also offer education-only support. You can book time with us at an hourly rate or a project-based fee, depending on your needs.

Pricing varies based on the type of plan and the level of support you need. Most services are offered at flat rates, with clear starting prices. Additional fees may apply for things like deed transfers, business entity documents, rush requests, or mobile notary services. Some costs also vary by state or county. All fees will be confirmed in advance and outlined in your Client Service Agreement.

See our rate card below to learn more about our core offerings and starting prices. You can also visit our Pricing page here.