Why Herbert Kyles of Farther Chose EncorEstate Plans скачать в хорошем качестве

Why Herbert Kyles of Farther Chose EncorEstate Plans

According to Herbert Kyles of Farther, EncorEstate Plans' ability to execute was the most important factor for why he picked Encore instead of the other big three estate planning software for advisors. More specifically, Herbert shares that "it's the service level that attracted me to EncorEstate because I can ask questions and I get answers versus being on an 800 line or talking into a chat bot where you get an answer back and you're like, 'It didn't answer my question.' Herbert goes on: "It's been having a person that you can speak to and run things by who actually responds and their response isn't 'Ask the AI chat bot', their response is not 'Click here to do this.' If I call Luke and say, 'Luke, I got a problem.' If Luke can't answer it, Luke is going to go into the network and get an answer. And that's awesome." ================ 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