For qualified support professionals
Opportunities for Qualified Estate Planning Support Professionals
Estate planning involves more than drafting. Documents must be signed, witnessed, notarized, organized, and delivered — and in some states, appropriately qualified non-attorney professionals may support parts of that process.
Legal services (attorneys only)
- Advising on which estate-planning strategy fits a person's circumstances
- Drafting or customizing wills, trusts, and related legal instruments
- Interpreting state law, tax consequences, or beneficiary rights
- Representing a client in probate or trust proceedings
Non-attorney services (where permitted)
- Notarization and document execution consistent with state notary law
- Coordinating signing appointments and witnesses
- Administrative and clerical document support
- Scanning, organizing, and delivering completed documents
Notary and document-support professionals may not give legal advice, select estate-planning strategies, practice law without authorization, or represent themselves as attorneys. Will-and-Trust.com will not present non-attorney professionals as providers of legal services.
Eligibility
What Participation Depends On
Opportunities for non-attorney professionals vary substantially between states, and in some jurisdictions they may not be available at all.
- State law
- Licensing
- Certification
- Professional qualifications
- Platform requirements
Nothing on this page should be interpreted as legal advice about whether a specific activity is permitted in your state. Professionals are responsible for confirming their own scope of practice with the appropriate regulatory authority.