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!

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.

My Advocate Helped us move My Advocate made the process of creating an updated estate plan easy following our move to a new state. The result was an accurate and complete set of integrated estate documents. Most importantly the support team guided us to ensure they complied with the most recent laws in our new state with an easy way to keep them updated.

Really GREAT Product! Wife and I did the Custom Will plan. We have 3 children who will receive different items from us when we die. There were plenty of choices on how to ensure our children receive their inheritance in trust over time as they mature. Easy to specify and complete the process. Love the notification feature to let our friend who is the backup executor what to expect and where to find our stuff.

Just gave birth to our first child - so glad to have this done! MyAdvocate made it so easy to create a Will. Their step-by-step process guided us through all the tough decisions. At the end of each section, we were presented with a diagram to help clearly understand our assignments within our estate plan. The website's interface also made it easy to go back to each section and edit our advocates &/or beneficiaries. Once we were ready to sign the documents, MyAdvocate exported everything we needed with just the click of a button. It couldn't have been easier, and we are so happy to have this done following the birth of our first child!