Our Services
At Athena Advocacy, we work with clients who want to reserve our services for when they needed at a future date. We can serve under estate planning tools including Wills, Trusts, Living Wills, Advance Directives, and Powers of Attorney, and will work with your estate planning team.
Flexible Estate Planning
We are happy to be named in all or a subset of one’s estate planning tools (Wills, Trusts, Living Wills, and Power of Attorneys). We work with your team of professionals to ensure we are a good fit and ready to meet your needs.
Following You Through Life
We communicate regularly with our clients and their team to follow them through their lives. As they change, their wishes or needs may as well, and we adjust with them.
Community Portal
Our state-of-the-art community portal, hosted through the Salesforce platform, and securely connected to our client record management system, allows clients to access and update records of their important information to ensure that we always have the most up-to-date information.