Learn how financial advisors use MyAdvocate to help clients cross estate planning off their to-do lists, 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.
Connect with our team to learn how how incorporating estate planning as a value-added services will:
MyAdvocate offers the following plans to both individuals and couples
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.
Designed by Estate Planning attorneys to make creating your plan easy
Ready-to-sign documents meet the legal requirements of all 50 states
Attorney quality documents at a fraction of the cost
Available 7 days a week by email or schedule a phone call