Legal advice stays with attorneys. Advisors stay connected to the client experience.
Trustworthy is designed around role clarity: advisors support the relationship and follow-through, while attorneys provide legal review, guidance, document preparation, and signing support.
Advisor role
Identify planning opportunities
Invite clients into the workflow
Support education and follow-through
Track completion status
Attorney role
Provide legal advice
Review client intake
Prepare estate plan documents
Guide legal completion
A clearer process for everyone involved.
Clients receive a guided experience, advisors retain process visibility, and attorneys receive more structured client context.