Help clients finish estate plans without turning the referral into a black box.
Trustworthy Estate Planning gives RIAs, independent advisors, and wealth planning teams a structured way to stay involved while attorneys handle the legal work.
Book a walkthroughYour planning relationship often stops right when estate planning begins.
Advisors spend months helping clients organize their financial lives. But when estate planning comes up, the usual next step is a referral outside the advisor workflow.
Clients may procrastinate, misunderstand what to prepare, or never complete the plan. Trustworthy keeps the process visible, structured, and attorney-led.
Advisor visibility
Track status and identify stalled clients before momentum disappears.
Client follow-through
Give clients guided intake, education, and clear next steps.
Attorney-led legal work
Preserve role clarity while attorneys provide legal advice and documents.
Built around clear professional boundaries.
Advisors coordinate, educate, and support follow-through. Attorneys provide legal guidance, review, document preparation, and completion.
- Invite clients into the workflow
- See process status
- Support next steps
- Avoid legal drafting or advice