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Reliable tools for advisors shaping tomorrow.

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What does it mean to be an advisor?

More than a title, it’s a mission.

Joining the LVED advisor platform means embracing a trusted role in your clients’ lives. You offer more than just advice, you provide a comprehensive digital resource that organizes documents, memories, and wishes, along with a dashboard of metrics and reports. This ensures continuity and peace of mind for entire families. In other words, you’re transforming care into meaningful added value.

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How to become an advisor?

A simple process for professionals who want to go further.

Registration is quick and validated by the LVED team. After approval, you receive access to the advisors dashboard with all the tools you need to follow your clients, generate documents and deliver a unique experience.

Quick registration

The registration process is quick and validated by the LVED team.

Exclusive access

After approval, you receive access to an advisor dashboard with all the tools you need to monitor your clients.

Unique experience

Unlimited document generation to offer a unique experience to your customers.

Advantages of being an advisor

Your practice stronger, your client more confident.

Centralized management

Centralized management

Keep track of all clients in one intuitive dashboard.

Unlimited documents

Unlimited documents

Issue and update wills, powers of attorney and other records whenever necessary.

Advanced security

Advanced security

Encryption protocols, multi‑factor authentication and SOC2 certification ensure Fortune 100‑level data protection.

Artificial intelligence

Artificial intelligence

Detailed estate analysis to support strategic recommendations.

Specialized support

Specialized support

The LVED team is ready to support you at every step.

Recognition and credibility

Recognition and credibility

You now have the LVED partnership seal, increasing trust with customers.

Become an LVED advisor

Advisor questions? We have the answers.

Not necessarily. Lawyers, financial consultants, accountants, brokers and other professionals can become advisors as long as they share our purpose of care.
Yes, we offer group licenses that enable you to work with your clients, who can use the platform as long as their access is renewed annually. Please contact us for more details.
In addition to the exclusive dashboard, we offer training, support materials and continuous assistance.
Yes. Our digital platform can be accessed securely from multiple locations, providing a seamless and welcoming experience. Currently, the legal documents are valid across all U.S. states. We will soon be releasing legal documents for other countries.
Yes. The platform is global and offers the same seamless digital vault experience for clients worldwide. As of September 2025, legal documents are available only for the USA.
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Access LVED anywhere. Anytime.

lved.com is built to work wherever you are-on your phone, tablet, or computer. IOS or Android, it doens’t matter. SImply visit our site from your preferred device and dive right in.

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Our team is always here to guide you and your family.

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