How it works

A guided path from advisor conversation to attorney-led completion.

Trustworthy Estate Planning organizes the handoff that usually causes estate planning to stall, so every participant knows their role and next step.

6-minute overview

See the advisor, client, and attorney workflow in context.

This explainer walks through why estate planning referrals stall, how Trustworthy keeps advisors visible, and where attorneys provide the legal work.

The advisor identifies the planning need and invites the client into a guided workflow.

The client completes structured intake and learns what information the attorney will need.

The attorney reviews the intake, provides legal guidance, and prepares documents.

The advisor can see progress and help keep next steps moving.

Attorney, advisor, and client meet to review and sign the completed estate plan.

Coordinates the client relationship and supports completion.

Completes guided intake and moves through clear next steps.

Provides legal advice, review, documents, and signing guidance.

The workflow exists to preserve momentum, reinforce boundaries, and help clients finish an important part of their broader financial plan.