EncorEstate Plans Email Format

Financial ServicesWashington, United States11-50 Employees

EncorEstate Plans provides a comprehensive estate planning and trust funding platform tailored for financial advisors and planners. Its offering combines human review of every estate plan with pay-as-you-go pricing and turnkey deed filing to fund trusts. The company serves more than 5,500 advisors across notable firms, helping them manage client estate planning efficiently. Industry observers recognize the platform as a leader, with Kitces.com noting it as a standout and T3/Inside Information naming it an All Star for two consecutive years.

Founded in 2021 by Matt Morris and Matt Pistone, the business is based in Seattle, Washington, with a listed address in Liberty Lake. In March 2026, EncorEstate Plans expanded its offerings by launching a standalone special needs trust offering for financial advisors.

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