How Herbert Kyles of Farther Helps Clients Get Their Estate Plans Done скачать в хорошем качестве

How Herbert Kyles of Farther Helps Clients Get Their Estate Plans Done

When it comes to estate planning, Herbert Kyles doesn't shy away from the white glove service he consistently delivers for his clients. Here's his process: 1. Pre-fill client's info as much as possible in EncorEstate Plans. 2. Set a goal with clients (e.g., "Get our assets to our grandkids Jake and Jacqueline in the most efficient way.") and work with Farther's Trust and Estates Team to make it happen. 3. Calendar it out for clients every step of the way. According to Herbert, "You hold them accountable and you also hold yourself accountable so you don't forget." 4. "Walk them through that process. And some people will need more handholding than others. That's fine. You know the client because you've gone to know them on a personal level. You make sure that it gets done. You provide them with all the support and resources they need to get it done in a manner that is most comfortable for them." 5. Update their estate plan as needed, and monitor it. ================ About EncorEstate Plans Whether you're a solo advisor, an in-house estate planning attorney at an RIA, or part of a team of 50+ advisors, consider EncorEstate Plans as a top estate planning software for your needs given Kitces.com called EncorEstate "The Standout Leader" in Estate Document Prep (source: 2024 Kitces Advisor Productivity Survey). With the highest advisor satisfaction rating of 8.3, Kitces states "the standout leader thus far is Encore Estate Plans" in the Estate Document Preparation category. Encore continues its momentum as the winner of the 2024 Kitces AdvisorTech Study. EncorEstate is the top estate planning software for wills and trust online planning for financial advisors and financial planners. It's a popular choice among advisors, especially those wanting a back office estate planning team of estate planners and paralegals who will help answer all of their questions and make them look good to clients." Encore has the highest advisor satisfaction rating according to both Kitces and T3/Inside Information. And for the second year in a row, EncorEstate Plans is a T3/Inside Information "All Star" because it is #1 in Advisor Satisfaction rating according to the 2025 T3/Inside Information Advisor Technology Survey. Encore doubled market share year-over-year and earned an 8.47 user satisfaction rating, the highest in the Estate Planning Software category (EncorEstate is literally the top living trust software for financial advisors based on its high customer satisfaction ratings). Get a demo of the Encore platform and see why 5,500+ advisors from firms like Mission Wealth, Kingsview Partners, Modern Wealth, Wealthcare, Choreo, StoneX, Nations, and Thrivent use Encore - "the standout leader" for estate document creation and deed filing at https://www.encorestateplans.com/demo