EncorEstate Plans Information
Contact top employees from
EncorEstate Plans
Summary
EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding solution for advisors and financial planners. Recognized as "the standout leader" by Kitces.com and an "A...Show more
Organization Website | encorestateplans.com |
Social Links |   |
Phone Number | 509.215.3688 |
Industries | |
Headquarters Location | 23505 E Appleway Ave, Liberty Lake, Washington, 99019 US |
Employees Size | 1-10 employees |
Specialties | Estate Planning, Financial Services, Deed Filing |
Founded | 2021 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2016 | Privately Held | 100-200 | < 1M | $0 | |
| 2018 | Privately Held | 10-50 | - | $- | |
| 2019 | Privately Held | 10-50 | - | $- | |
| 2005 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at EncorEstate Plans shows a diverse range of experience levels:
20% have been with the company for less than 1 year40% for 1–2 years40% for 3–4 yearsEx-employees positions
In Company
In New Company
Contact top employees from
EncorEstate Plans
Matt Morris
CEO
Daniel Michaelsen
Vice President of Strategic Relationships
Marcel Weiland
Director of Sales
Ian Stuart
Director, Revenue Operations
Matthew Andersen
QA Engineer
Mike Bennett
Estate Planner
Michele Holmes
Estate Planning Operations
Robin Darden
Operations Team Member
Similar Companies
FAQ
EncorEstate Plans operates in the Finance industries. More details can be found on the official website: encorestateplans.com.
The headquarters of EncorEstate Plans are located in Liberty Lake, United States.
You can contact EncorEstate Plans by phone at 509.215.3688.
EncorEstate Plans currently employs 1-10 people.
Well-known competitors of EncorEstate Plans include Brankas, FP Alpha, Trnsact and Macrospect.
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