Finally,
The estate planning tool advisors have been waiting for
Try the integrated estate and financial planning solution advisors use to strengthen client relationships and generate new business.
Try the integrated estate and financial planning solution advisors use to strengthen client relationships and generate new business.
Discussing estate planning with your client doesn't need to be complicated. Neither do the tools that help you do it. At MyAdvocate, we are committed to helping advisors educate their clients, provide them with a comprehensive estate planning solution, and help manage the signing and maintenance of those plans.
Whether you are an independent advisor or running a large enterprise effort, our integrated estate planning solution helps you meet your clients' needs.
Have questions? Get in touch with our sales team
I feel so much better now that I have this completed!!
I was hesitant to plan my estate on an online platform. The website was very easy to use. The videos that explain each section were very helpful. I was really able to email for my additional questions. The gentleman that helped me via email was very patient and helpful. I highly recommend this website. I am happy to know that my children will be able to inherit what i have worked so hard for my whole life.
Excellent and easy way to get estate planning done.
I highly recommend MyAdvocate as an estate planner.The tutorials and explanations as you answer questions are very informative, easy to understand and navigate through the site. Myadvocate.com is efficient, flexible, and affordable.I will be sharing this with all my family, friends.
Exceptionally Easy and Thorough
Exceptionally Easy and Thorough - I was thrilled to find a way for me to create my estate plan at my own pace. MyAdvocate walked me through all of the steps and it gave me the options I needed. Highest recommendation!
Built by estate planning attorneys who have spent the past 30 years working with advisors to draft plans that accomplish their clients' estate objectives.
We've helped thousands of Americans secure their legacy by building an estate plan that accomplishes their objectives and provides for the futures of their loved ones.
Our proprietary software makes estate planning a step-by-step process with personalized guidance and help. Legal documents are confusing; we also produce visual diagrams that are easy to understand.
All documents we produce are state-specific and legally valid. In addition, every plan also includes state-specific signing instructions ensuring your clients’ plans are correctly signed and executed.
Connect with our team to learn how how incorporating estate planning as a value-added services will:
Clients decide who receives their belongings and when they will receive them with increased customization and protection.
Help clients maximize estate protection and privacy while minimizing the long-term costs of estate administration by ensuring their family avoids probate.
Ensure clients receive, sign, and store estate planning documents properly using our document delivery service.
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