Finally! A usable service that knows our needs Finally! I have been shopping various options for an on-line solution to help us create a trust. Every option available had issues that we weren't comfortable with. We wanted a site that seemed to be familiar with the kinds of things a blended family might need. And, we just felt that other sites weren't clean and "modern" the way they functioned. MyAdvocate has a clear interface and we are so pleased that we found them. Truly pleased.

They gave me wrong information and wasted my time After spending a lot of time on the phone with them, they said I qualified for the Silver Sneakers program. After receiving a link to the website and inserting more personal information, I do not qualify. When I called back I was on the phone for 20 min and then disconnected. When I replied to the email, I got a robot answering me with some ridiculous suggestions on how to remedy the situation like: Links for articles to read; How do I know programs are up-to-date? I can’t find a program that I know exists. What can I do? A program’s information seems to be out of date. How can I get it updated? Horrible experience! Don't waste your time. You can get any correct information you need from your insurance company.

Karen and Jim My husband and I had been putting off creating our estate plan, worried that it was going to be a long complicated process. Then we found MyAdvocate and truly, there was no reason to be worried. The process was pain free. Best of all, we were able to pause and save our information when we had questions. The staff was very helpful and our minds are at ease. We recommend MyAdvocate to anyone who is considering estate planning.

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!

We Finally Got Started & Couldn't be Happier! We Put off our Estate Planning far to long but here we are,.... We've started the process and have received our Portfolio. My husband & I got prompt, personal & thorough help along the way. We have yet to "Fund" our Trust, & I am sure will have additional questions....we are both certain MyAdvocate will be there for us! Thank You!