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EncorEstate Plans

EncorEstate Plans is a fintech company that equips financial advisors with estate planning software

Overview

EncorEstate Plans is a fintech company that equips financial advisors with estate planning software. The job it does: accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. Related areas on their profile: Financial Services and FinTech. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

EncorEstate Plans is based in Liberty Lake, Washington. Their site is encorestateplans.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. A short pilot with your real data tells you more than any demo.

Every review on Revaw shows how it was verified, so if you know EncorEstate Plans well, your review carries weight here.

Key features

Key features
Financial Services
FinTech

Company

Vendor / company
EncorEstate Plans
Headquarters
Liberty Lake, Washington
Company size
1 to 10

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