Acronym
MyAdvocate Estate Planning
Product ID
Advisor-Estate-Planning-Platform
Description

Advisor Estate Planning Platform

Images
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Details
  • When helping clients create their estate plans, share a referral link or drive the keyboard on their behalf. Easily schedule a call or send an email to customer support.
  • Help clients complete their plans by tracking their progress. Offer education and schedule check-ins to ensure client follow-through.
  • Sign in to client accounts to guide them through the onboarding process. Use Client Handover to provide clients access to a client portal.
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Details
  • Guide clients through an intuitive onboarding process designed by top estate planning attorneys.
  • Each question provides the advisor and client context-sensitive education based on the client’s state and prior decisions. The education is video and text-based. Collapse or expand the guide panel at any time.
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Details
  • View & download clients' completed estate planning documents
  • View & download auto-generated estate planning diagrams to easily understand, review, and communicate client decisions.
  • View all stakeholders named in the client's plan, their roles and responsibilities, and contact information.
Features

Advisor Estate Planning Platform:

  • Simplify client Estate Plan document creation
  • Advisor lead and facilitate client onboarding
  • Add Estate Plan Visual Diagrams to Client Deliverables
Vendors
MyAdvocate Estate Planning
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
DoubleClick Tags

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