Advocates Trust Group Member Benefits

Advocates Trust Group (ATG) is an attorney membership organization dedicated to providing the tools, techniques and support to create The Delaware Solution for your clients. By becoming an ATG member, you will receive a number of benefits to compliment the suite of trust and fiduciary services available through Advocates Trust Services.

Advocates Trust Group Member Benefits Include:  

  • Delaware Trust Case Design & Support Services
  • Discounts on Delaware Legal Education Featuring WealthDocx® Training
  • Advocates Trust Protectors LLC Platform with customized SBU for your law firm
  • Streamlined On-Boarding and Online Account Management for Trust Clients
  • Advisor-Friendly Fiduciary & Trust Administrative Services
  • Attorney Resources including Member Website, Discussion Forum, Forms and Checklists
  • Marketing Support for Dynasty, Asset Protection, Special Needs, Life Insurance and Charitable Trusts
  • Practice Management Resources for a Delaware Trust Practice
  • Member Webinars
  • Access to an expert National Advisory Board to consult on Complex Case Design & Illustration, Decanting, Delaware Law, Litigation, Wealth Management
  • Access to the Professional Advocates Lifetime Maintenance System (PALMS)  

Advocates Trust Group Membership:

We are pleased to offer Attorney Membership in Advocates Trust Group for a monthly fee of $99 or discounted annual fee of only $1,000. For credit card payments or monthly payment option, please use the payment options below. For annual membership payments via check, please make checks payable to "Advocates Trust" and mail to 43 British American Blvd., Latham, NY 12110 along with your membership form.

Payment Options

Membership Form (PDF)

*Please Note: ATG membership is not required to access Advocates Trust Service’s fiduciary services. Attorneys well versed in Delaware Trust drafting are welcome to utilize the trust platform, but will not have the trust design, support, educational and other member benefits listed above.

Other Client Advisors are also welcome to use Advocates Trust Services and we can help locate a member attorney in your area to assist with plan formation and trust drafting. Contact Us