What departments does EncorEstate Plans have?

EncorEstate Plans has employees across 3 departments including Operations, Sales, Consultant.

What is the largest department at EncorEstate Plans?

The largest department at EncorEstate Plans is Operations with 2 employees.

Where are EncorEstate Plans employees located globally?

EncorEstate Plans has employees across 1 continents and 1 countries including United States Of America.

How has EncorEstate Plans's team size changed over time?

EncorEstate Plans's team has grown from approximately 6 to 11 employees based on available data.

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EncorEstate Plans Employee Directory

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.

EncorEstate Plans Global Highlights

North America
13

United States Of America
13

EncorEstate Plans's Leadership

D. M.
Director Of Estate Planning Operations
Mobile Phone
Email
R. M.
Account Executive
Mobile Phone
Email
I. S.
Salesforce Consultant
Mobile Phone
Email
R. D.
Operations Team Member
Mobile Phone
Email

EncorEstate Plans Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Sales
Community & Social Services

Contact profiles from EncorEstate Plans

Name

Title

Contact Info

Location

Last Update

D. M.
Director Of Estate Planning Operations
Mobile Phone
Email
Aug 25, 2023
R. M.
Account Executive
Mobile Phone
Email
United StatesMinnesota
Nov 13, 2025
I. S.
Salesforce Consultant
Mobile Phone
Email
Jul 01, 2026
R. D.
Operations Team Member
Mobile Phone
Email
United States
Jun 27, 2026

Frequently Asked Questions

What is EncorEstate Plans known for?

EncorEstate Plans was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 23505 East Appleway Avenue Liberty Lake, Washington 99019 United States. Explore EncorEstate Plans's company overview page for more information.

What is EncorEstate Plans's most common email format?

EncorEstate Plans employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EncorEstate Plans email formats with LeadIQ.

How many employees does EncorEstate Plans have currently?

EncorEstate Plans has approximately 15 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are EncorEstate Plans's key employees and leadership?

As of May 2026, EncorEstate Plans's key employees include:

Director Of Estate Planning Operations: D. M.
Account Executive: R. M.
Salesforce Consultant: I. S.
Operations Team Member: R. D.

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EncorEstate Plans Employee Directory

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