Protect your employees for life

MyAdvocate provides estate planning benefits to employers investing in their employees’ long-term estate and financial wellness.

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Everyone needs estate planning

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 code required. One call gets you set up today.

No complicated contracts. No hidden fees. Bank level security.

Offer your employees peace of mind

Learn how MyAdvocate's self-direct estate planning solution puts your employees best interests first.

Revocable Living Trust

Provides employees with financial and legal tools to protect their family and minimize the costs and conflict associated with estate administration.

Last Will & Testament

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.

Durable Power of Attorney

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.

Healthcare Documents

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.*

MyAdvocate Platform

Provide employees with ongoing access to estate planning tools and education ensuring their plan stays up to date and meets their circumstances.

My Plan Visualized

Your employees don't need to speak legalese. All our estate planning documents come with visual diagrams, making their estate plan easy to understand.

*MyAdvocate will determine, based on the employees state of residence, whether their health care legal documents include an Advance Health Care Directive, or a Health Care Power of Attorney and a Living Will.

Why forward-thinking businesses choose MyAdvocate

Expertise & support

Our onboarding and customer success experts work with you to build and roll out your estate planning benefits.

Simple & sophisticated

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.

Customized to your needs

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. 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!

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