Most estate planning software for attorneys is a drafting tool: it helps you produce the documents, then goes silent. Trusted Directive starts where drafting ends. Every document your client uploads is a signal about their estate — and we’re building the reporting that will tell you when something needs your attention (in development for alpha). No referral fees, no revenue share — a structure designed around Model Rule 7.2 that your ethics counsel can review in minutes.
You draft a careful estate plan, the client leaves with a binder, and the engagement closes. From that moment, nothing tells you when the plan starts aging out of step with the client’s life — until the family calls, sometimes years later, and sometimes too late.
A will drafted before a marriage, a birth, a divorce, or a new property is a liability wearing a completed-task disguise. Nobody is watching the dates — including the client.
Clients rarely call their attorney when circumstances change. They call when something has already gone wrong — and by then the update you would have recommended is a problem you have to untangle.
A solo or small practice with hundreds of past clients has no practical way to know which of them needs a review this year. Calendar reminders don’t scale; annual mailers go unread.
Signals in, a reason to call out
Illustrative — designed as a practice-management view, not compensation. You earn the information, not a fee.
Send vault invitations from your partner portal. The documents you drafted get a secure home the family can actually find when it matters — and you get credited as the attorney who brought it to them. Their first 30 days are free.
Periodic structured reports will show who has uploaded documents, who has gaps, whose documents are approaching expiration, and who hasn’t logged in since onboarding. One question, answered: which of my clients needs to hear from me right now? This reporting is in development for alpha.
A real-time feed of client document events across your whole book. “12 clients have an estate plan older than 3 years” isn’t a statistic — it’s a list of review engagements waiting for a phone call. The dashboard is in development for alpha.
You see metadata only — document categories and dates today, plus gaps and events as the reporting rolls out during alpha. Never the content, never the file names. Client confidentiality is enforced by the architecture, which is exactly what makes clients comfortable saying yes.
Most state bars, following ABA Model Rule 7.2, restrict attorneys from accepting things of value for recommending a service. So the attorney program doesn’t offer one. There is no fee to accept and no revenue share to disclose — a structure your ethics counsel can review in minutes.
“You don’t earn a fee — you earn the information. Every document your client uploads is a signal about their estate. We tell you when something needs your attention.”
That’s the whole offer. The value is a practice management tool: knowing which clients need you, before they know it themselves.
Financial advisor rather than an attorney? The advisor program is different, on purpose →
We’re onboarding a small founding group of estate attorneys this year. The demo is 30 minutes with our team: the client vault, your reports, the dashboard, and the invitation flow — no deck, no follow-up sequence.
No sales team, no drip sequence — we reply personally within one business day.
Nothing. Attorneys join free — no seat fee, no per-client fee, no platform subscription. Your clients pay for their own vaults ($120 year one, $60/year after, with a 30-day free trial). And unlike our advisor program, no referral fee is paid to attorneys — by design, because of bar ethics rules.
The attorney program was designed around those rules. There is no referral fee, no revenue share, and no thing of value paid for recommending the vault. What you receive instead is information: Client-Retention Reports and a Practice Intelligence Dashboard — designed as practice-management tools, not compensation. Your own state bar governs your situation; we walk through the program structure in the demo so you can evaluate it directly.
No — and that’s deliberate. Attorneys see document metadata only: category, upload date, expiration date, and event signals like “gap detected” or “document approaching expiration.” Never the content, never the file name. Clients say yes because the architecture enforces their privacy.
Which clients have uploaded documents, which have gaps in expected categories, which have documents approaching expiration, and which haven’t logged in since onboarding. Document classification into 18 categories is live today; the Client-Retention Report that turns it into gap and expiration alerts is in development for alpha. The report answers one question: which of my clients needs to hear from me right now?
No. Trusted Directive doesn’t draft wills, trusts, or directives — that’s your work. It gives the documents you draft a secure home the family can actually find; reporting that tells you when a plan is aging or incomplete, and a pre-authorized Verify-Silence Release Protocol for emergency access that will cover incapacity as well as death, are in development for alpha.
Trusted Directive is onboarding a small founding group of attorney partners now. Request a demo and we will walk you through the reports, the dashboard, and the client invitation flow personally. Prefer to write first? Use the contact page.
Request a demo Ask a question first
Client-side answers — renewal price, cancellation, who sees what — live in the FAQ.