Clear answers for advisory firms.
A few common questions about role clarity, the advisor workflow, and how Trustworthy Estate Planning fits into a modern planning firm.
Does this mean my firm is practicing law?
No. Trustworthy is designed around role clarity. Advisors coordinate, educate, and track progress while participating attorneys provide legal advice, review, and document preparation.
How is this different from referring clients to an attorney?
A referral can become a black box. Trustworthy gives your firm a structured workflow, client intake, status visibility, and a clearer path from planning conversation to completion.
Who is this best for?
Independent financial planners, RIAs, insurance advisors, and wealth professionals who already discuss beneficiaries, legacy, family protection, and wealth transfer.
What does the advisor see?
Advisors see process status, completion signals, and next-step visibility so they can support clients without accessing or performing attorney-only legal work.
Is Trustworthy Estate Planning available now?
Trustworthy is currently speaking with interested financial planners and early partner firms. The best next step is a platform walkthrough.
Still deciding whether this fits your firm?
A walkthrough is the fastest way to see the advisor, client, and attorney workflow together.
Book a walkthrough