---
title: Advisor
description: Discover LVED’s secure, all-in-one digital estate planning platform with guided updates, asset protection, and automated document delivery. Get started today.
image: https://hs.lved.com/hubfs/Screenshot%202026-02-03%20at%201.42.16%20PM.png
---

[![LVED](https://hs.lved.com/hs-fs/hubfs/logo-priority-1-1.jpg?width=182&height=92&name=logo-priority-1-1.jpg "LVED")](http://lved.com?hsLang=en)

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# **Offer More. Earn More. Protect More.**

# Give your clients a complete estate planning solution while unlocking new earning opportunities with LVED’s all-in-one platform.

 

## Get Started Today

Our team will help you design a custom estate planning strategy for you and your clients. Book your call today.

## Questions? We're Here to Help

**Call us toll-free: 877-440-5833**

## Contact us!

[support@lved.com](mailto:support@lved.com)

## **Partner With LVED to Deliver Modern Estate Planning to Your Clients**

LVED empowers advisors to expand their service offering and create new recurring revenue by delivering a complete, digital-first estate planning experience to their clients. Our platform combines state-compliant legal documents, digital asset protection, secure storage, and automated delivery tools — all in one advisor-branded, secure ecosystem.

Whether you're serving families, business owners, or high-net-worth clients, LVED helps you offer a scalable, expert-backed estate planning solution that strengthens client relationships and grows your practice.

### **Why Advisors Choose LVED**

- **Wills, trusts, and powers of attorney — compliant in all states**
- **Secure digital vault for passwords, crypto keys, and sensitive records**
- **Automated document delivery to beneficiaries and trusted contacts**
- **Unlimited client updates and real-time revisions**
- **Bank-level security with advisor-friendly access controls**

## **How It Works for Advisors**

**Three Simple Steps to Launch Estate Planning for Your Clients**

**Step 1 — Onboard Your Clients**

Invite clients into LVED and help them to complete their data input through an exclusive Advisor portal. LVED will guide them through simple, state-specific questions — no legal complexity, just clear, structured workflows.

**Step 2 — Generate Legal Documents**

Create compliant wills, trusts, living wills, and powers of attorney in minutes — backed by attorney-reviewed templates and state law compliance. Your customer keeps control of all their data.

**Step 3 — Manage, Store & Deliver Securely**

Your clients’ plans live in an encrypted digital vault with unlimited updates and automated delivery to beneficiaries and designated contacts when needed.

## **What's Included**

**Everything You Need to Deliver Estate Planning as a Premium Client Service**

**Legal Document Generation**

Offer clients fast, state-compliant estate documents — including wills, trusts, powers of attorney, living wills, and HIPAA releases.

**Secure Digital Vault**

Provide a bank-level encrypted space for client passwords, private keys, legal records, and legacy messages.

**Automated Document Delivery**

Ensure beneficiaries and trusted contacts receive the right documents at the right time — automatically.

**Unlimited Updates**

Keep client plans current as their lives change — at no additional cost to them or you.

## **Ready to Grow Your Advisory Business With Estate Planning?**

**Book a strategy call with our team and start offering LVED to your clients today.**

[Book a call](https://meetings.hubspot.com/terry-anderton/advisors-demo-meeting) | [**Learn More**](https://www.lvedfn.com)

 

### Create an Advisor Account

#### About

- [About US](https://lved.com/about-us)

##### Prices

- [Plans](https://lved.com/prices)

#### News

- [LVED Blog](https://app.lved.com/articles)

### Contact US

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