WWill-and-Trust.com

How it works

Search → Request → Match → Relationship

Will-and-Trust.com is an independent estate-planning professional network being developed to connect consumers seeking wills, trusts, estate planning, probate, and related services with participating attorneys and qualified professionals based on factors including geographic coverage and service needs.
  1. 01 Consumer search
  2. 02 Will-and-Trust.com
  3. 03 Geographic matching
  4. 04 Local professional
  5. 05 Client relationship
  1. 01

    Consumers Search

    People discover estate-planning information and resources while researching wills, trusts, inheritance, probate, powers of attorney, and related topics. Most arrive with a question, not a legal term.

  2. 02

    Consumers Request Assistance

    Qualified prospective clients can request help based on their needs and location, describing what they are trying to accomplish and where they live.

  3. 03

    Requests Are Matched

    The platform identifies participating professionals based on factors such as geography, ZIP code, service area, professional category, and availability.

  4. 04

    Professionals Build Relationships

    Participating professionals can communicate with prospective clients and potentially provide appropriate estate-planning or related services under their own engagement terms.

Specific routing, geographic participation, exclusivity, lead distribution, and other program terms are governed by applicable partnership agreements and platform policies. Will-and-Trust.com is not a law firm and does not provide legal advice.

Direct answers

Common Questions About the Matching Process

How are prospective clients connected with attorneys?
Consumer requests may be matched with participating professionals based on geographic coverage, requested services, professional qualifications, availability, and other relevant platform criteria.
Does the platform provide legal services itself?
No. Will-and-Trust.com is not a law firm. Legal services are provided solely by participating professionals licensed and authorized to practice in the relevant jurisdiction.
Does joining guarantee clients?
No. Participation is never represented as guaranteeing leads, cases, clients, revenue, or financial results.
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