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When checking out, use the contact information for the individual(s) that will be utilizing these specific services.

The information will be the login/member information used to schedule future appointments or services.

Start by Selecting a Plan or Package.

Then Book Your Appointments on the Services Page

  • Coaching Call

    330$
    Let us be your guide! Are you looking to hone your skills before submitting your first Estate Plan? Would you like a hands-on training of Encore's software? We're the team for you!
    Valid for one year
    • Training Exercises
    • Assistance with Client Meetings
    • Help with Plan Submission

  • Powers Package

    350$
    Ideal for young adults without children or real property.
    Valid for one year
    • Power of Attorney - Financial
    • Power of Attorney - Health care
    • Optional - Statement of Wishes
    • HIPPA Release

  • Trust-Based Estate Plan

    2,900$
    An ideal plan for a individuals or couples with real property and a moderate amount of investments.
    Valid for one year
    • Revocable Trust
    • General Transfer
    • Certified Extract of Trust
    • Power of Attorney(s)-Financial
    • Power of Attorney(s)-Health Care
    • Optional Statement of Wishes
    • HIPPA Release(s)

  • Will-Based Estate Plan

    1,350$
    An ideal plan for those with a modest amount of assets and without real property.
    Valid for one year
    • Will
    • Power of Attorney - Financial
    • Power of Attorney- Health Care
    • Optional Statement of Wishes
    • HIPPA Release

CLIENT understands that the EMPLOYEE(S) or CONTRACTOR(S) working with or for ADVISORS EP is NOT a licensed attorney and will be giving no legal advice, creating no legal documents, and is not acting in the capacity of an attorney as part of the engagement. CLIENT understands that ENCORE will be producing an estate plan. Their estate plan is based upon the information they provide to ADVISORS EP. The accuracy of the plan is based upon the accuracy of the responses submitted by the CLIENT. ADVISORS EP submits CLIENT responses for processing through the ENCORE software, a scrivener service. CLIENT also understands that ENCORE is not their attorney.

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