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MyAdvocate provides estate planning benefits to employers investing in their employees’ long-term estate and financial wellness.
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With MyAdvocate, every employee – from all demographic backgrounds and with all levels of estate and financial knowledge have the tools to create a plan that protects and provides for their future.
No complicated contracts. No hidden fees. Bank level security.
No one enjoys thinking about what happens to our loved ones once we're gone, but having a plan in place now saves your family and friends from making difficult decisions later that might not reflect what you really want.
You can give them the gift of a lifetime by offering employer-provided estate planning services. Empower your employees to take ownership of what they want to happen in the event of their death or medical incapacitation.
This includes deciding who cares for their pets, family, and how their assets are allocated.
Estate planning can be costly. Differentiate yourself by offering unique benefits your employees want.
Employees who feel good about their long term estate and financial needs are more productive.
Estate planning is about more than the value of your assets. Show employees you care by ensuring they have the tools to protect and provide for them and their family’s future, no matter what.
Ensure your employees have the means to decide who takes care of their children, receives their assets and posessions, and makes critical decisions when they are incapable.
Provides employees with financial and legal tools to protect their family and minimize the costs and conflict associated with estate administration.
Provides employees the means to protect and provide for their family’s future by designating guardian(s) and choosing who will inherit their assets and personal property.
Ensures your employees are taken care of in an emergency by providing them with the tools to name an agent to handle their money and property when they are incapable.
Make it easy for employees to create a living will and select a healthcare agent to make medical decisions on their behalf when they are unable.*
Provide employees with ongoing access to estate planning tools and education ensuring their plan stays up to date and meets their circumstances.
Your employees don't need to speak legalese. All our estate planning documents come with visual diagrams, making their estate plan easy to understand.
Our onboarding and customer success experts work with you to build and roll out your estate planning benefits.
Your employees will receive step-by-step estate planning guidance and access to support. Our robust self-service platform dynamically generates visuals of their estate plan to ensure every employee understands their plan and is confident in their decision.
We match our engagement and level of support to your business needs. So whether you’re looking for a lightweight or more robust solution, we’re here to partner with you at every stage of your journey.
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!