MyAdvocate - Online Estate Planning

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

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1

10.00%
About MyAdvocate - Online Estate Planning

MyAdvocate is the complete online solution for creating and maintaining your Will and all other estate planning documents.

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Beth
GB

Great for accommodating young kids We have young children and having a plan that ensures they have a strong foundation of support was important to us. We also used the trust features to spread out their inheritance over some time as they mature.

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Brooke
GB

You Must Use MyAdvocate - Online Estate Planning It’s incredible to realize how much you need to consider for the future of your children and power of attorney decisions. Especially now that I am expecting my first child, I really had to understand the question and the decision I was deciding to make. It was a lot to to take in and comprehend. I had never done this or thought about it before, but It was easy with the assistance of information provided to you each step of the way. Glad I decided to go through the process now instead of waiting until my child is born.

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Jacquie von Traub
GB

Estate Planning Made Super Easy! Estate planning language and concepts are daunting for most which is why we put off creating an estate plan. With MyAdvocate, the process is so easy. Really! You answer a few questions, posed in layman’s terms. And out spits the estate plan document. (And all the documents you need for a complete estate plan are within the program.) If you are not sure how to answer a question, there are relevant sidebars of information about each question. If you are still unclear about anything at all, you can ask more questions of the professional and knowledgeable MyAdvocate support team. No matter how deep you dive, they will work with you relentlessly until you have complete clarity. Plus they are so personable! If you are like me, with lots of detailed questions, pretty soon they feel like family! I wish I had my own MyAdvocate support person for everything else I research in life!

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Dennis McAllister
GB

Something all of us needs to do as well… Something all of us needs to do as well as something that all of us puts off. I would recommend My Advocate to everyone. It is fairly easy to use and walks you through the experience. However, not being an attorney or estate planner you may need additional help. My Advocate provides excellent support services and Rudy Wolf is the best. He thoroughly took his time to guide me through my questions. I can't thank him enough for his patience and assistance.

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Shawna
CA

Exceeding expectations As someone who is a US Citizen but lives in another country I was unsure how to handle my US affairs. Within just minutes MyAdvocate's free (and super easy!) assessment helped me feel confident and comfortable in planning my US estate. I sleep so much better at night knowing I have taken the right steps to ensure my plan will be protected and my future goals are implemented.

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