MyAdvocate Online Estate Planning

12 Feb 2022 · 1 min

Watch on YouTube

0:54

In this brief presentation, the speaker introduces the MyAdvocate online estate‑planning platform as a viable alternative for those who prefer not to meet an attorney in person. He notes that he has personally used the system and that user feedback has been overwhelmingly positive, positioning MyAdvocate as the "next best thing" to a traditional attorney. He then offers practical advice for completing the process: avoid using a phone for the full questionnaire, set aside dedicated time, and preferably complete the steps on a desktop or tabletop computer with a spouse present. If a user must start on a phone, he recommends first creating an account so the progress can be saved and resumed later on a larger device.

Chapters

As most of you know, I told you about an online system called MyAdvocate for creating your estate planning. If you're absolutely not going to see an attorney, this is a good alternative and I've gone through it and I think it's the next best thing to actually meeting with an attorney. I've gotten a lot of feedback from people who have used the system, very good feedback. And after listening to all of it, I wanted to pass along a couple of points that I think are important should you choose to use my advocate. The first thing is that it may be frustrating to try and complete this on your phone. I would suggest setting some, setting aside some time. If you're married, if you have a spouse, you're a couple, when you can both sit down with your tabletop computer and complete this. The second thing I've heard is that if you do go there first on your phone, go ahead and fill out the login information, make your account so that you got a placemark when you come back and work with it on your tabletop computer.