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Whether you’re a small business or part of the Fortune 500, MyAdvocate makes offering estate planning easy. Reach out to learn how we can partner with you today.

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Financial Advisors

Help your clients secure their future by partnering with MyAdvocate to offer estate planning.

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Show your employees that you value them by including estate planning as an employee benefit.

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Create sticker client relationship, increasing asset retention, and generating revenue are just a few of the advantages of incorporating estate planning into your wealth management practice. Not to mention, It's simply the right thing to do for your client.
Paul Rabalais
Co-Founder & Chief Estate Planning Officer

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