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Wealth Utilities

Encor Estate

Comprehensive estate planning solutions for RIAs.

"Encor Estate is a specialized estate planning software designed to help RIAs create comprehensive estate plans for their clients. It provides tools for modeling different scenarios, managing legal documents, and collaborating with estate planning attorneys, ultimately streamlining the estate planning process and enhancing client service."

Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #301 in Wealth Utilities
Validated Adoption
11 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Estate document generation and management
Client collaboration portal
Automated trust funding workflows
Tax-aware planning tools
Integration with financial planning software

Primary Use Cases

Developing comprehensive financial plans for high-net-worth clients
Identifying estate planning gaps and opportunities
Providing clients with detailed estate planning scenarios and projections

Agentic Intelligence Briefing

"Encor Estate is an estate planning platform for RIAs that streamlines document creation, client collaboration, and ongoing plan management."

Real-time Forensic Synthesis

Competitive Strengths

Specialized estate planning capabilities
Potentially integrates with other financial planning tools
Addresses a complex and often overlooked area of financial planning

Adoption Hazards

Pricing information unavailable, making ROI difficult to assess
Limited information available to assess user experience and integration capabilities
Reliance on specialized knowledge may require advisor training

Stack Compatibility Profile

How Encor Estate integrates into institutional RIA stacks.

11 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
82%
Stack Correlation
Bloomberg Tax (BNA)
82%
Stack Correlation
Elements Financial Planning
82%
Stack Correlation
Morningstar Office
64%
Stack Correlation
ROL
64%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to offer comprehensive estate planning services to high-net-worth clients.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox
2eMoney Advisor

Value Proposition

"Encor Estate helps RIAs deepen client relationships and differentiate their services by providing specialized estate planning capabilities that address the unique needs of high-net-worth individuals."

Audit Your RIA Stack

See how Encor Estate fits into your overall tech efficiency score.

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