WWill-and-Trust.com

Standards & verification

A Network Is Only as Credible as Its Participation Standards.

Consumers arrive at estate planning decisions in vulnerable moments. The network is being designed so that participation review, scope-of-practice boundaries, and disclosure are deliberate rather than incidental.

Review

What Participation Review May Involve

  • Professional identity
  • Applicable licensing
  • Practice areas
  • Geographic coverage
  • Firm information
  • Contact information
  • Professional standing where appropriate
  • Other participation requirements

Review criteria may vary by market, professional category, and applicable law, and may change as the platform develops. Review does not constitute an endorsement, recommendation, or assessment of the quality of any professional's services.

Scope of practice is enforced by design

Legal advice, strategy selection, drafting, and representation are attorney-only. Non-attorney professionals may only be considered for non-legal roles where state law permits, and may never be presented as providers of legal services.

Advertising and referral rules stay with the professional

Participating attorneys remain responsible for compliance with the advertising, solicitation, referral, and fee-sharing rules in their jurisdictions. Program availability may be limited in certain states.

Consumer transparency

Will-and-Trust.com is not a law firm and does not provide legal advice. Consumers are told that services are delivered solely by participating professionals licensed in the relevant jurisdiction.

No pay-for-placement promises

Participation is never represented as guaranteeing rankings, placement, leads, cases, or results.

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