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.

Our Packages

INDIVIDUAL ADVISOR PlanS

ADVISOR US BASIC

$379.00

Includes:

  • 5 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $75 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost
  • 3-months minimum




Select Plan

ADVISOR US GOLD

$549.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion guarantees $5o each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost






Select Plan

ADVISOR INTERNATIONAL**

$879.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $50 each
  • Medallion signature guarantees provided to US and Non-US citizens
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**Advisor International is available to US based financial advisors and attorneys with International clients.

For Internationally based corporates/attorneys/advisors, please call for individual plans.

INDIVIDUAL ADVISOR PlanS

ADVISOR US BASIC

$379.00

Includes:

  • 5 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $75 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost
  • 3-months minimum
Select Plan

ADVISOR US GOLD

$549.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion guarantees $50 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost



Select Plan

ADVISOR INTERNATIONAL**

$879.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $50 each
  • Medallion signature guarantees provided to US and Non-US citizens
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**Advisor International is available to US based financial advisors and attorneys with International clients.

For Internationally based corporates/attorneys/advisors, please call for individual plans.

CORPORATE PlanS

MULTIPLE ADVISORS BASIC

$999.00

Includes:

  • Plan includes access for 5 authorized advisors
  • Up to 25 total medallions a month (no cost - 5 per advisor)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost




Select Plan

mULTIPLE ADVISORS GOLD

$1,499.00

Includes:

  • Plan includes access for 10 authorized advisors
  • Up to 50 medallions per month (no cost - 5 per advisor - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



Select Plan

MULTIPLE ADVISORS PLATINUM

$2,499.00

Includes:

  • Access for 25 authorized advisors to obtain medallions
  • Up to 125 medallions per month (5 per advisor no cost - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**For organizations that require customized plans, please call us.

***Corporate plans are available to US based organizations only. For International plans, please call us.

CORPORATE PlanS

MULTIPLE ADVISORS BASIC

$999.00

Includes:

  • Plan includes access for 5 authorized advisors
  • Up to 25 total medallions a month (no cost - 5 per advisor)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost




Select Plan

mULTIPLE ADVISORS GOLD

$1,499.00

Includes:

  • Plan includes access for 10 authorized advisors
  • Up to 50 medallions per month (no cost - 5 per advisor - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost




Select Plan

MULTIPLE ADVISORS PLATINUM

$2,499.00

Includes:

  • Access for 25 authorized advisors to obtain medallions
  • Up to 125 medallions per month (5 per advisor no cost - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**For organizations that require customized plans, please call us.

***Corporate plans are available to US based organizations only. For International plans, please call us.

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