Attorney Services

Advocates Trust offers a comprehensive suite of services specifically designed for attorneys. Leading estate and wealth planning lawyers from across the country turn to Advocates Trust Services for the Delaware Trust Solution for their clients. Attorneys may Login or Register for free to gain access to trust and fiduciary services, fee schedule and resource articles. 

Advocates Trust Group members can use the same Attorney Login but will be directed to a members-only resource section of the website.

Once you are logged in, you may make changes to your account or update information by clicking on the "Membership Management" section in the top right hand corner of the screen where your name appears. If you forgot your password, click here for instructions

  • Advocates Trust Group Member Benefits

    Advocates Trust Group is an attorney membership organization dedicated to providing the tools, techniques and support for Delaware Trusts. Membership in Advocates Trust Group is not a requirement to utilize the Advocates Trust fiduciary services.

  • Client Maintenance System (PALMS)

    PALMS provides a technology platform for data and document sharing that clients can use to create a virtual family office, with 24-7 secure access from anywhere in the World. The state-of-the-art data manager allows you to increase revenue, enhance client relationships, and help create client satisfaction.

  • Attorney as Trust Protector

    There are several benefits to having the Attorney serve as Trust Protector for clients’ Delaware Trusts. As the attorney for the family, you are familiar with the client’s estate plan and are best able to monitor changes in the family’s needs and make changes to the trust as needed, and to ensure that the trust complies with changing estate planning laws.