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Solving for the Broken Estate Planning Client Experience EncorEstate Plans has set out to enable the trusted advisor to deliver the best estate planning client experience available. EncorEstate Plans is addressing a critical gap in financial planning with estate planning software that empowers the advisor to end their clients’ procrastination around creating Will and Trust Based estate plans and reviewing out of date estate plans. Matt Morris, CEO explains that it’s critical for advisors to end their delegation of estate planning, and to begin to collaborate with clients through an online experience that delivers affordable, high quality estate plan documents.
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