TrustProvince is a document preparation service, not a law firm. Every document preparation step traces to enacted primary authority: ABA Model Rules, state ethics codes, and UPL statutes across U.S. jurisdictions, structured for attorney review. Our role is infrastructure, not judgment: we organize and surface, but the review and the final authority always belong to you.
Designed for attorneys to scrutinize.
The seven-layer UPL defense is not a legal opinion: it is a published design posture grounded in ABA Model Rules, state ethics rules, and UDAP statutes across U.S. jurisdictions.
Not a law firm. No legal advice. AI-assisted. No attorney–client relationship: declared up front, never buried in Terms, on 9 mandatory surfaces: Terms, Privacy Policy, every-page footer, signup, dashboard banner, email footers, off-ramp, engagement-summary cover, and the delivery gate. The AI disclosure appears at the outset of every interaction, designed to satisfy the requirements of Utah UAIPA (SB 226) and Maine 10 M.R.S. §1500-DD, per ABA Formal Op. 512 (July 2024).
Available options are presented information-only, ordered simplest to most complex, not a recommendation, not a ranking of one structure over another. No string implies client action: "execute," "ready to sign," and "approved for" are banned across all output. A free off-ramp precedes any payment, and delivery clears a 7-checkbox acknowledgment gate before any prepared document is released. The platform informs; it does not advise and does not direct a client to act.
Every engagement is reviewed by an independent licensed, bar-active, jurisdiction-matched attorney the client selects; the Attorney Review Agreement binds that review to the prepared documents. The portal shows the attorney both the documents and the full client questionnaire, organized by section, so they can see exactly which factual answers correspond to which provisions: review of the inputs, not just the output. Each review is sealed with a cryptographic attorney signature and a tamper-evident record of what was reviewed and when, preserved for seven years and available to client and attorney alike.
Structural provisions trace to enacted primary authority (a statute, a regulation, or official case law) through a fixed source hierarchy. The platform recites the law; it does not opine on it. Factual recitation of public law is not legal advice.
A strict content rulebook governs the language in the prepared documents and the language shown to clients. Attorney determinations are reproduced exactly as written: the platform does not rephrase, summarize, or interpret them. Language implying that the platform gives legal advice, or that documents are ready to execute, is not permitted in any platform output. Every document set passes an automated content check before delivery, and the rulebook is reviewed each quarter.
TrustProvince does not recommend, rank, quality-filter, or compensate attorneys. The directory is an unranked, unfiltered, non-exhaustive reference list of licensed attorneys. TrustProvince gives nothing of value for inclusion and receives nothing for it. No money moves in either direction: the platform pays attorneys nothing and is paid by attorneys nothing: no referral fees, no fee-sharing, no commissions. The client pays the attorney directly, off-platform, at a fee the attorney sets, and the platform does not collect, receive, or influence the fee the attorney charges. ABA Rules 5.4 and 7.2.
Prepared documents carry placeholders, not people. Legal names, beneficiaries, trustees, addresses, account numbers, SSNs, and signatures are not collected or stored. The client fills these in privately, on their own device. A breach of the platform database reveals no trust-document identity data: no legal name, no SSN, no address, no account number. None of those fields is held.
The Opportunity
Most American families intend to plan their estates and haven't started; getting there has traditionally meant finding an attorney and paying a retainer before any documents exist. TrustProvince removes that barrier: we handle intake, the client selects their own licensed, jurisdiction-matched attorney independently (from our directory or one they already work with), and that attorney makes the structure determination and reviews the finished package. TrustProvince accepts no payment from any attorney and makes no recommendation from the directory.
Once documents are prepared and delivered, the client owns the relationship: they can engage you directly for every future need and never return to TrustProvince again. That's by design. Our value is closing the gap that stops families from starting, not creating a dependency.
What you get, at no cost
Registered attorneys can refer their own clients through TruCite's onboarding service at no charge. The client works through a structured set of questions and receives a summary with a list of available options for your review. No documents are prepared. No fee passes between the client, the attorney, or TrustProvince at any point. It is a free intake tool, nothing more.
Stay ahead of statutory changes in the jurisdictions you serve. TrustProvince monitors primary sources and notifies you when rule changes affect document preparation in your state.
Registered attorneys are listed in the TrustProvince attorney directory. When a customer selects your firm, you receive a notification and the prepared document package for review. These are clients you did not refer to the platform. Each engagement is a new estate planning relationship and a direct source of professional revenue.