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