EncorEstate Plans

Financial Software · 1-10 Employees

View Company Info for Free

Overview

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About EncorEstate Plans

EncorEstate Plans offers customizable estate planning software and deed filing services specifically designed for financial advisors. Trusted by over 5,500 advisors, the platform combines human support with technology to facilitate the creation and funding of estate plans. Their services include unlimited support from estate planners, a comprehensive quality review process, and a pay-as-you-go pricing model. EncorEstate Plans aims to empower financial advisors to enhance their client relationships and drive growth through effective estate planning solutions.Explore more
EncorEstate Plans's Social MediaPopular SearchesEncorEstate PlansEncorEstate Plans Hires RiskalyzeSIC Code 73,737NAICS Code 51,513Show more

EncorEstate Plans Org Chart

PhoneEmail
MW

Director, Sales

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
ZC

Sales Development Representative

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
NM

Sales Development Representative

PhoneEmail
RM

Account Executive

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is EncorEstate Plans your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to EncorEstate Plans

Compare insights from companies similar to EncorEstate Plans, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EncorEstate Plans

<$5M
1-10
Private
-
2021
MW
Marcel WeilandDirector, Sales
<$5M
1-10
Private
-
-
PR
Patrick RileyFinancial Advisor
<$5M
1-10
Private
-
2021
RZ
Rachel ZaragozaChief Sales & Marketing Officer
<$5M
1-10
Private
-
2006
TL
Taylor LaneDirector, Investor Relations
<$5M
1-10
Private
-
2014
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

EncorEstate Plans is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

EncorEstate Plans is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about EncorEstate Plans.

EncorEstate Plans Tech Stack

A closer look at the technologies used by EncorEstate Plans

Most Recent Scoops

Hiring Plans
EncorEstate Plans is hiring in Sales for the first time in 12 months.
Hiring Plans
Open Position
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
See more scoops

EncorEstate Plans News & Media

  • EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards

    SEATTLE--(BUSINESS WIRE)-- #EncorEstatePlans--EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 WealthManagement.com Industry Awards (“The Wealthies”). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing Service and Streamlining Trust Digitization and Restatement. This marks the seco
Read more news

Top Financial Software Companies

Frequently Asked Questions Regarding EncorEstate Plans

What is EncorEstate Plans's official website?
EncorEstate Plans's official website is www.encorestateplans.com
What is EncorEstate Plans's Revenue?
EncorEstate Plans's revenue is <$5 Million
What is EncorEstate Plans's SIC code?
EncorEstate Plans's SIC: 73,737
What is EncorEstate Plans's NAICS code?
EncorEstate Plans's NAICS: 51,513
How many employees does EncorEstate Plans have?
EncorEstate Plans has 1-10 employees
What industry does EncorEstate Plans belong to?
EncorEstate Plans is in the industry of: Financial Software, Software, Business Services
What is EncorEstate Plans competition?
EncorEstate Plans top competitors include: R & J Financial Partners, Inlet Private Wealth, Sunburst Financial, Advisor Centric Trusts
What technology does EncorEstate Plans use?
Some of the popular technologies that EncorEstate Plans uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
What does EncorEstate Plans do?

EncorEstate Plans offers customizable estate planning software and deed filing services specifically designed for financial advisors. Trusted by over 5,500 advisors, the platform combines human support with technology to facilitate the creation and funding of estate plans. Their services include unlimited support from estate planners, a comprehensi... ve quality review process, and a pay-as-you-go pricing model. EncorEstate Plans aims to empower financial advisors to enhance their client relationships and drive growth through effective estate planning solutions.Read More

What are EncorEstate Plans social media links?
EncorEstate Plans Linkedin page EncorEstate Plans Twitter page
Is EncorEstate Plans a public company?
EncorEstate Plans is private company therefore does not currently have an official ticker symbol
See more information about EncorEstate Plans

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.