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Finally,

The estate planning tool advisors have been waiting for

Learn how financial advisors use MyAdvocate to help clients cross estate planning off their to-do lists, strengthen client relationships, and generate new business.

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A solution helping you and your clients prepare for the future

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.

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Deliver the estate plan solution your clients need

  • Ensure current and prospective clients are able to tie financial decisions to their legacy objectives.

Incorporate estate planning into your advisory services

  • Offering the proper support and education clients need to secure their legacy. Using MyAdvocate, Advisors can assist in creating their clients' estate plans or simply review their decisions to ensure they meet their financial objectives.

Accessing Resources to grow your practice.

Access a growing collection of estate planning videos, articles, and case studies.

Have questions? Get in touch with our sales team

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Differentiate your practice

Connect with our team to learn how how incorporating estate planning as a value-added services will:

  • Deepen existing relationships
  • Attract new business
  • Accelerate organic growth
  • Increase asset retention through generational wealth transfer
  • Offer the option of self-directed online solution at 1/5th the price of working with an attorney

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!

What Clients Get

MyAdvocate offers the following plans to both individuals and couples

Custom Will Plan

Clients decide who receives their belongings and when they will receive them with increased customization and protection.

Living Trust Plan

Help clients maximize estate protection and privacy while minimizing the long-term costs of estate administration by ensuring their family avoids probate.

Document Delivery

Ensure clients receive, sign, and store estate planning documents properly using our document delivery service.

View Key Benefits & Documents Included

Coming Soon!

The MyAdvocate Advisor+ Platform is launching summer 2022. Join our Advisor platform to request early access!

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Trust Funding Support

Trust funding product making it easy for advisors to retitle and centralize trust assets.

IRA Distribution Trust

A standalone irrevocable trust maximizing tax deferral benefits of the inheritance Retirement Account distributions to beneficiaries while providing lump distributions through a controlled distribution over 10 years.

Gift
Trust

A standalone irrevocable trust designed to maximize the annual gift exemptions and provide future heirs with controlled access to future inheritance while the donor is still alive.

Trust
Services

MyAdvocate is partnering with Arden Trust Company to provide  industry-leading personal trust services designed to support families and preserve advisor and client relationships for generations.

Why MyAdvocate?

Step-by-Step Guidance

Designed by Estate Planning attorneys to make creating your plan easy

Valid in All 50 States

Ready-to-sign documents meet the legal requirements of all 50 states

Affordable
‍

Attorney quality documents at a fraction of the cost

Free Expert Support

Available 7 days a week by email or schedule a phone call

Offer your Clients Complete Estate Planning Solutions

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