For Immediate Release


Encorestate Plans Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary, FL, February 7, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Encorestate Plans (EP) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include EP’s estate planning platform.” said WE Founder and CEO, Nick Gregory, ChWE. “EP’s dynamic estate planning infrastructure helps us better serve the more than 2,100 wealth management firms and multi-family offices, as well as CPA, B/D, insurance and investment organizations that we consult with nationally. “This brilliantly bundled concierge platform will help us “bridge the planning gaps” for our wealth advisors; continuing to transform firms into a new wealth management dimension; magnifying their success by rejuvenating the contours of their practices to become more agile.” said Gregory.

Matt Morris, Founder and CEO of EP, added, “We are honored to be such a core component of the WE Expert Sourcing Team. We designed the EP platform using an open-option approach. It allows advisors to recalibrate their practice ecosystems with sound estate planning services. They can finally master the estate planning maze at scale.”

“Wealth managers are increasingly looking for ways to brand, position and differentiate themselves while showcasing the value they provide,” said Morris. “Providing estate planning to clients is essential in today’s wealth management environment. Our platform provides an immense value to clients while increasing the perpetual value and success of wealth managers.”

With this announcement, Encorestate Plans joins the Wealth Engineering arsenal of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s network of wealth management firms across the nation. The result is the fusion of advanced knowledge, experience, services, products and technology with sound engineering principles to create a synchronized hub for family and business wealth building.

About Encorestate Plans EncorEstate Plans was created to solve for the broken estate planning client experience that has left most Americans without an Estate Plan, even when they know they need it. Encore is the only estate plan document creation technology that is built exclusively to equip the trusted advisor to step into this gap for their clients. Thousands of advisors have partnered with EncorEstate Plans to complete the financial planning process by ensuring their clients have an up to date financial plan and estate plan. To learn more visit: 
About The Wealth Engineering Family of Companies: Over the past 46+ years, the Wealth Engineering Family of Companies has developed a Wealth Advisory Concierge Dashboard. It provides high-touch total wealth advisory; harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary portfolio of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and wealth tech to create a synchronized hub for “client wealth building”. WE helps advisors deploy new tactics in order to evolve from the HERD of "AUM/Product Providers" to "Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices thru a vast array of proprietary modular solutions. WE is also the governing body and grantor of the professional designation - Chartered Wealth Engineer (ChWE). Learn more at: