Advocate Forms

Advocate graphics and documents can be downloaded right here. If you cannot find documents that you feel you need or want, please contact our Advocate Coordinator at

Advocate Ads

Advocate Licensee Logo

Marketing Materials

Advocate Training Tools & Tips

Quality Assurance

Prospect Meeting / Client Engagement Documents

Stage 1 – Take a Candid Look™ Documents

Stage 2 – Create the Future Map™ Documents

Stage 3 – Filter the Legal Options™ Documents

Stage 4 – Capture Potential Benefits™ Documents

Stage 5 – Document the Wonder™ Document

Stage 6 – Begin the Transition™ Documents

Stage 7 – Fund the Future™ Documents

Stage 8 – Review and Renew™ Documents