Trustworthy Estate Planning connects financial advisors, their clients, and estate planning attorneys in one guided process—so clients know what comes next and advisors never lose sight of their progress.
Built for RIAs, independent advisors, insurance professionals, and wealth planning teams.
Advisor-visibleAttorney-ledSecure by design
A guided experience, led by peopleSoftware keeps everyone informed. Attorneys provide the legal guidance.
Estate planning is personal. Give clients a clear path forward, with the advisor they trust and an attorney to guide the legal work.
Stay informedSee where every client is in the process.
Protect clear rolesAttorneys handle legal advice and documents.
Make it easierClients receive guidance through every next step.
Finish the planA connected process keeps momentum from getting lost.
Why plans stall
Too many estate planning conversations end with an unfinished referral.
The gap is rarely awareness. It is friction, uncertainty, and a disconnected process that pulls clients away from the advisor relationship at the moment they need structure most.
Clients delay hard decisions
Estate planning can feel legalistic, emotional, and easy to postpone until a crisis forces action.
Referrals lose momentum
Once a client leaves your process, status, follow-through, and next steps become harder to see.
Boundaries matter
Advisors need to support the planning conversation without drifting into legal advice or drafting.
A better client moment
Keep a deeply personal process connected to the relationship clients already trust.
Trustworthy Estate Planning turns that moment into a coordinated client experience: advisor-visible, client-friendly, and attorney-led where legal judgment matters.
One connected process
Bring the advisor, client, and attorney together without blurring their roles.
A
Advisor
Identifies planning need, invites the client, and coordinates follow-through.
C
Client
Completes guided intake, learns key decisions, and moves through clear next steps.
A
Attorney
Provides legal advice, review, document preparation, and final guidance.
Trustworthy Estate Planning keeps everyone informed while legal work remains with the attorney.
Built for every participant
Each person sees what they need to keep the plan moving.
The experience should feel organized from every side: the advisor sees momentum, the client sees clear next steps, and the attorney receives the structured context needed to do the legal work.
Advisor view01
Know what needs attention
3 clients waiting on intake
2 attorney reviews scheduled
6 plans completed this month
Client portal02
Guide decisions clearly
Family details
Fiduciary choices
Asset and beneficiary context
Attorney workspace03
Keep legal work attorney-led
Review intake
Prepare documents
Coordinate signing
How it works
Five clear steps take clients from invitation to a completed estate plan.
1
New client invitation
Advisor invites the client
Start the estate planning process from inside the advisor relationship.
Stay present for clients when the conversation matters most.
Instead of handing off a referral and hoping for the best, advisors can support progress, answer process questions, and help clients reach the finish line.
For financial advisors
See client progress while attorneys handle the legal work.
Trustworthy Estate Planning gives your firm a modern operating view of estate planning progress, so client care stays proactive and boundaries stay clear.
Send invitation
Review progress
Follow up
Coordinate next steps
Advisor workspace
Estate plan pipeline
Secure portal
Client progress42 active
Invited8
Intake started11
Attorney review9
Pending signature6
Complete8
Attorney review
Morales Family Trust
Documents prepared. Final signing coordination in progress.
4 documents Role-aware
1
Invite
2
Intake
3
Review
4
Track
A better client experience
Replace an uncertain referral with a process your firm can stand behind.
Before
Here is an attorney. Let me know how it goes.
With Trustworthy Estate Planning
I can guide the process, keep visibility, and help you finish with the right legal professionals.
Clear professional roles
Advisors support the relationship. Attorneys provide the legal guidance.
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 better standard of service
Give clients more clarity and give your firm a process it can deliver consistently.
Clients get clarity
A structured portal turns an intimidating legal process into guided decisions, education, and next steps.
Advisors keep visibility
Your firm can coordinate the process, nudge progress, and support follow-through without practicing law.
Firms add a premium layer
Create a repeatable estate planning experience that deepens relationships and raises perceived value.
Privacy and professional care
Handle sensitive planning conversations with the care they deserve.
Estate planning touches family, finances, beneficiaries, and legal intent. The experience should feel as careful as the decisions it supports.
Secure client portal
Role-aware workflow
Attorney-led legal process
Privacy-conscious design
See whether Trustworthy Estate Planning fits your firm
Offer a more complete estate planning experience without building it yourself.
We will help determine the right setup for your firm, client base, and estate planning workflow.
No. Trustworthy Estate Planning 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 Estate Planning gives your firm a structured workflow, client intake, status visibility, and a clearer path from planning conversation to completion.
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.
Who is this best for?
Independent financial planners, RIAs, insurance advisors, and wealth professionals who already discuss beneficiaries, legacy, family protection, and wealth transfer.
Is Trustworthy Estate Planning available now?
Trustworthy Estate Planning is currently speaking with interested financial planners and early partner firms. The best next step is a platform walkthrough.
Book a walkthrough
Give clients a clearer path to completion.
Trustworthy Estate Planning helps your firm coordinate estate planning with structure, visibility, and attorney-led confidence.
1We learn how your firm handles estate planning today.
2We show the advisor, client, and attorney workflow.
