General
Common questions about Advocate Life Systems, how it works, and what to expect.
Are there any tutorials for using your products?
Our downloadable Life Log Roadmap™ and our Life Log Template + Roadmap™ package includes PDF guides and checklists to walk you through the process of documenting your personal business items, which you can store with your template in your own platform of choice. You can also view these resources and a wealth of other information in our Advocate Life Hub™ platform (subscription required). Each Life Log Template™ purchase comes with complimentary access to the Hub for one year.
How can I find a professional to help me create my Life Log?
For professional help organizing your estate and personal affairs in a Life Log, we recommend Advocate Money Management, the parent company of Advocate Life Systems. To find an in-person provider in your area, we recommend using the Find a DMM offered by the American Association of Daily Money Managers (AADMM) website.
How long does it take to complete a Life Log?
Our Life Log Roadmap™ breaks the process into manageable steps with an easy-to-follow 12-month timeline. While many people find this pace comfortable and achievable, our tools are flexible enough to support your unique situation and schedule.
How will I receive my download?
When you purchase a downloadable tool or template from us, you will receive a link to download the file at the email address you used for your purchase. The download will typically be formatted as a .zip file, and you can unzip the folder and store the files in your own secure storage location. Due to the digital nature of our products, each product has a limit on the number of times a user can download it.
What is a Life Log?
The Life Log™ is a structured life and estate organization methodology developed by Advocate Life Systems based on extensive research, training, and experience. It was originally designed with seniors and their adult children in mind, and refined to be a robust tool for adults of all ages. For more information, check out our Life Log page.
Account & Billing
Help with subscriptions, payments, account access, renewals, and billing-related questions.
Do you offer refunds?
Due to the digital nature of our products, purchases made through our online store are non-refundable. For more information, please read our complete Refund Policy.
How are subscriptions billed?
Each subscription is billed at the beginning of the subscription term (typically one year). You will continue to have access until the end of the paid term. Subscriptions will auto-renew by default at the end of the term unless the user has cancelled their subscription before the renewal date.
How can I update my payment method for a subscription?
You can update the payment method for a subscription at any time by logging into your account on our website and visiting the Subscriptions section of your account profile. Just find the subscription you would like to update, select Subscription Details, and then select Update Payment Method. Once canceled, you’ll continue to have access through the end of your current billing period, and your subscription will not renew.
How do I cancel my subscription to the Hub?
You can cancel your subscription at any time by logging into your account on our website and visiting the Subscriptions section of your account profile. Just find the subscription you would like to cancel, select Subscription Details, and then select Cancel. Once canceled, you’ll continue to have access through the end of your current billing period, and your subscription will not renew.
What payment methods do you accept?
We are proud to accept a variety of online payment methods including credit cards, direct debits to bank accounts, and many common payment processing services. Currently supported payment options are presented to purchasers at checkout.
Products & Resources
Information about Life Log™, the Hub, downloads, features, and other Advocate Life Systems products and resources.
What is the Advocate Life Hub?
Advocate Life Hub™ is our premium online platform where we publish a wealth of resources to guide you through documenting and organizing your personal business affairs for your loved ones, or serving as a delegate (POA, executor, or trustee) for someone else. The platform contains detailed support for using the Life Log Template™, indepth knowledge articles written by professionals, and practical guidance and tips from real life Daily Money Managers. For more information, check out our Advocate Life Hub product page.
Data Security
Information about protecting sensitive personal information, safeguarding important records, and understanding best practices for digital and physical security.
Will Advocate Life Systems have access to my personal data?
Since our downloadable tools and templates are stored in your own personal storage platform of choice, Advocate Life Systems / Advocate Money Management LLC does not ever see any information you enter into those tools.
For more information on what data we collect from website users and how it is used, see our Privacy Policy.