About EncorEstate Plans
EncorEstate Plans is a company based in Seattle (United States) founded in 2021. It operates as a SaaS and B2B. EncorEstate Plans offers products and services including Estate Plan Summary, State Specific Document Creation, Deed Preparation and Filing, and Human Review Service. EncorEstate Plans operates in a competitive market with competitors including Vanilla, Luminary and Providence Wealth Systems, among others.
- Headquarter Seattle, United States
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website encorestateplans.com
- Social LinkedIn YouTube
- Legal Name Encorestate Plans, Inc.
Products & Services of EncorEstate Plans
EncorEstate Plans offers a comprehensive portfolio of products and services, including Estate Plan Summary, State Specific Document Creation, Deed Preparation and Filing, and Human Review Service.
Generates visual summaries of client estate plans for advisors.
Creates customized trusts and wills based on state laws.
Handles property deed preparation and filing for clients.
Reviews documents to eliminate errors and ensure accuracy.
Apps and channels of EncorEstate Plans
its YouTube channel EncorEstate Plans has 404 subscribers and 30 videos.
Videos from EncorEstate Plans
The most watched videos on EncorEstate Plans's YouTube channel, EncorEstate Plans (404 subscribers). Click a video to play it here.
More on EncorEstate Plans.
People of EncorEstate Plans
1 people are tracked at EncorEstate Plans (1 in leadership).
| Name | Role | Group |
|---|---|---|
Mike Bennett | COO | Leadership |
Complete people profiles for EncorEstate Plans
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Competitors of EncorEstate Plans
EncorEstate Plans operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vanilla, Luminary and Providence Wealth Systems, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | – | Solutions for estate planning are provided to investment advisors. | |
| withluminary.com | 2022 | New York, United States | $9.5M | – | Estate planning software is provided with AI-driven insights by Luminary. | |
| providence-systems.com | 2022 | Atlanta, United States | – | – | Helps families protect and grow generational wealth using data science expertise. |
Detailed competitors of EncorEstate Plans
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Web traffic of EncorEstate Plans
The website of EncorEstate Plans (encorestateplans.com) receives about 8.2K visits a month.
- Monthly visits8.2K
▼ 33.5% vs previous month
Latest news on Encorestate Plans
Complete news archive for EncorEstate Plans
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Similar companies to EncorEstate Plans
10 companies that operate in the same segment as EncorEstate Plans (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about EncorEstate Plans
EncorEstate Plans was founded in 2021.
EncorEstate Plans is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
EncorEstate Plans is an online service that delivers estate planning tools, including document creation and human reviews, to financial advisors across the United States. It facilitates state-specific trusts, wills, and deeds through a user-friendly platform. Advisors can drive the process or let clients input data, ensuring accuracy and support without providing legal advice. The service focuses on efficiency and client engagement in wealth management.
EncorEstate Plans's top competitors include Vanilla, Luminary and Providence Wealth Systems.
EncorEstate Plans offers Estate Plan Summary, State Specific Document Creation, Deed Preparation and Filing, and Human Review Service.
EncorEstate Plans operates through Encorestate Plans, Inc..