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EncorEstate Plans
Financial Planning
Luminaries 2025 Impact Statement
EncorEstate Plans launched its Standalone Deed Filing Service in 2025, addressing a critical gap in estate planning where clients complete trust documents but fail to properly fund them with real estate assets. While many clients finish estate planning documents, they often delay or neglect recording home deeds with the county, leaving their largest asset outside the trust.The service, starting at $250 per filing, handles the entire process: pulling the last recorded deed, preparing new deeds, and managing all state- and county-specific documentation across 95% of U.S. counties. Notably, this service is available even to advisors who aren't existing Encore customers, expanding their market reach.This innovation transforms estate planning from document creation to complete implementation, ensuring trusts actually achieve their intended purpose of probate avoidance.
