Remote Jobs at EncorEstate Plans

EncorEstate Plans

1 - 10 employees

Founded 2021

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

EncorEstate Plans is an online estate planning platform that partners with financial advisors to create, review, and fund clients' estate plans. It combines SaaS technology with a back-office team of estate planners and paralegals who perform a 60-point human review, provide unlimited advisor support, and offer integrated deed filing and state-specific attorney reviews to ensure trusts are properly funded. Encore operates on pay-as-you-go pricing for advisors, supports uploads of existing plans, and serves as a B2B tool to help advisors increase client engagement and uncover assets under management.