Attorneys

ATTORNEYS AND LAW FIRMS

Provide your clients easy access to the medallion signature guarantees they need as part of the estate planning or inheritance process.
Advisor Medallions allows your clients to complete the guarantees they need without disrupting your process.
Advisor Medallions handles everything and updates you on all communications with your clients. You can choose to bill your clients for their medallion signature guarantees or not.
The decision is yours. Advisor Medallions aims to complete medallion guarantees within 24 hours of receipt of necessary client information. Scroll down to view packages.

ADVISOR Plans

ADVISOR BASIC

$500.00 per month

Includes:

Up to 10 medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around

Select Plan

ADVISOR GOLD

$1000.00 per month

Includes:

Up to 20 medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around

Select Plan

ADVISOR Platinum

$2000.00 per month

Includes:

Unlimited medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million
Transfer above $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around*

Select Plan

*subject to timely receipt of documentation from advisor

ADVISOR Plans

ADVISOR BASIC

$500.00 per month

Includes:

Up to 10 medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around

Select Plan

ADVISOR GOLD

$1000.00 per month

Includes:

Up to 20 medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around

Select Plan

ADVISOR Platinum

$2000.00 per month

Includes:

Unlimited medallion signature guarantees per month at plan pricing

Plan Pricing

$50 for transfers valued up to $500k
$100 for transfers valued between 500k and $1 million
Transfer above $1 million on a quoted basis
Document delivery cost

Medallions provided to US and Non-US citizens
Dedicated customer service
Guaranteed 24 turn-around*

Select Plan

*subject to timely receipt of documentation from advisor

Phone: 1-800-394-1990