Jacquie von Traub
GBEstate 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!
Rob
GBI feel so much better now that I have this completed!! I was hesitant to plan my estate on an online platform. The website was very easy to use. The videos that explain each section were very helpful. I was really able to email for my additional questions. The gentleman that helped me via email was very patient and helpful. I highly recommend this website. I am happy to know that my children will be able to inherit what i have worked so hard for my whole life.
Wayne
GBYou know you need to do this… This is the best way to go for all of you procrastinators out there. It is your responsibility to have a well thought out and executed estate plan and this is the best way to do it. Efficient, flexible, and affordable. I will be sharing this with all my family, friends and clients. Thank you Rudy, Paul and team! Wayne Phillips Certified Probate Expert & Team Leader WP Probate and Real Estate Team Montgomery County, Texas (713) 805-3861
Katie Hennessey Huffman
GBJust 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!
zj&t
GBThorough -- yet easy to complete MyAdvocate Is thorough and yet easy to use. Our estate plans were old. They needed an update - specific to our state requirements. The on-line program walks you thru most all scenarios but I did have a couple of questions which were promptly answered PRIOR to completing our purchase. Their personalized service is outstanding. Everyone needs to have these documents…death is no respecter of age.