Estate planning has always seemed like…Running Up that Hill Estate planning has always seemed like an expensive and daunting task which I put off for far to long. I decided to try MyAdvocate because I could go through much of the process without having to pay. I like that transparency. The videos were helpful for areas that I had no idea about. All in all I am happy with the experience. The best part? It's all done now. Finally.

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!

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.

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.

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!