CTOs on the Move

EncorEstate Plans

www.encorestateplans.com

 
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Matt Pistone
 Chief Technology Officer Profile

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