Vendor
EncorEstate Plans
Encore combines human support and technology to help financial advisors facilitate their clients' estate plans, ensuring they are completed and funded.
Minneapolis, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
EncorEstate Plans
Encore combines human support and technology to help financial advisors facilitate their clients' estate plans, ensuring they are completed and funded.
Capability matrix
| Capability | EncorEstate Plans |
|---|---|
| Estate Planning | ● |
Parent organization
EncorEstate Plans
Founded
2021
Scale
1 sector presence