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.
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:
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!
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
