Pricing

1. Start here

Start with one of these main options, if you don't already have an estate plan or you do but you want to start over, choose either a Trust-Based plan or a Will-Based plan.

Trust-Based Estate Plan

Vault Wealth Fee $850
+
Base Encore Fee $550†

Will-Based Estate Plan

Vault Wealth Fee $850
+
Base Encore Fee $350†

Estate Plan Update

Base cost (due to EncorEstate Plans) $125†

(For EncorEstate Plan created estate plans only)

Existing Estate Plan Summary

Base cost (due to EncorEstate Plans) $150†

2. Add-On's

If you chose a Trust-Based Estate Plan, choose any of these add-on's that you'll need to finish building out your estate plan. Most people choose to move their primary residence into their trust, which requires one Property Deed Recorded add-on, i.e.

Property Deeds Recorded (Trust Only)

$250†

EncorEstate Plans will create and file the property deeds and spare you from having to visit the recorders office in your county.

Estate Plan Summary

$50†

Get a visual summary as you go in order to ensure your desires are properly reflected. This visual summary is also included as a cover page on all documents generated by EncorEstate Plans.

Business Assignments (Trust Only)

$100†

Ensure your interests in a business are assigned to your new trust. Whatever percentage you own in a business (100%, 50%, etc.), just let EncorEstate Plans know and it will be done.

In more complex circumstances we are happy to recommend an estate planning attorney and may even coordinate with an attorney of the Client’s choice.

Inquire

Schedule a Meeting

†Additional fees are paid directly to Encore based on the specifics of the Client’s estate plan. Those fees will be detailed in the
Encore client portal before you submit and pay through Encore’s client portal. Encore’s fees are subject to change and Client should
rely on what is posted on Encore’s client portal at the time of submission.

No Legal Advice - Client understands that Vault is not a licensed attorney and will be giving no legal advice as part of the engagement. Client understands that EEP will be producing an estate plan based on the information provided to EEP by Vault. Client also understands that EEP is not their attorney.

Confidentiality - In an effort to keep your information safe and secure, EEP currently uses two external data centers (Amazon Web Services, and Netsolus) to host EEP systems. At a minimum, both hosting providers adhere to EEP's ISMS guidelines or have ISMS guidelines that are more restrictive than EEP's. EEP is committed to following the ISO/IEC 27001 guidelines that prioritize an organization’s biggest threats based on the damage potential to the company, including financial, legal, contractual, reputation, or any factors which are material to a company. EEP agrees to keep any and all information provided by Vault confidential. EEP may only use the information provided to produce estate planning documents and for researching trends in estate planning decisions. EEP may NOT use any personal information for any marketing purposes or provide the information to any third party. This service is not suitable for complex estate plans.