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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.
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Help clients complete their plans by tracking their progress. Offer education and schedule check-ins to ensure client follow-through.
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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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Guide clients through an intuitive onboarding process designed by top estate planning attorneys.
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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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View & download clients' completed estate planning documents
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View & download auto-generated estate planning diagrams to easily understand, review, and communicate client decisions.
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View all stakeholders named in the client's plan, their roles and responsibilities, and contact information.
Product Description
About this Product
Advisor Estate Planning Platform:
- Simplify client Estate Plan document creation
- Advisor lead and facilitate client onboarding
- Add Estate Plan Visual Diagrams to Client Deliverables
About MyAdvocate Estate Planning
Discussing estate planning with your client doesn't need to be complicated. Neither do the tools that help you do it. Advisors using MyAdvocate coordinate the client's estate planning process by guiding them through a series of questions designed by top estate planning attorneys. Once the advisor and client have completed onboarding, MyAdvocate generates signable estate planning documents reflecting the client's needs and state requirements. MyAdvocate satisfies diverse client needs and is an excellent solution for most clients with under $10m in assets.
Advisors can provide clients with an estate planning portal, review plans annually with clients, and make updates at any time to ensure the client's wishes are always maintained. Whether you are an independent advisor or running a large enterprise effort, our integrated estate planning solution helps you meet your client's needs.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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