For attorneys
Free for your firm, thirty seconds to distribute at signing, and your clients' families stay connected to your practice for updates and amendments.
No subscription, no setup fee, no seat licenses. Clients pay $49 a year for their own vault; your practice pays nothing.
Hand it over as part of how you already close an engagement. Your firm's link goes in the signing email and the client does the rest.
When life changes, the prompt to update a plan points back to your firm for the amendment — not to a DIY site.
Stop holding client documents on your servers, in Dropbox, or in a filing cabinet. Trustfecta carries the storage — and the risk — for you.
Clients see your firm's name on the vault and in every email. It's a service you provide, not a tool they found.
Offer something the firm down the street doesn't: a secure, lasting home for the plan, not a manila folder.
How distribution works
Every participating attorney has a unique Trustfecta link, ready to copy from your portal.
Put it in the signing email, the engagement letter, or your printed materials. Clients set up their vault in a few minutes.
Each vault opened through your link is connected to your office and branded to your firm, and you see activation at a glance.
On bar rules
We know fee-sharing and referral rules matter. Trustfecta is being structured around state bar requirements, and we're securing formal ethics opinions in our launch states before onboarding firms. If you'd like to review the model with your own compliance lens, we'll walk you through it.
A 15-minute walkthrough, no commitment.
Ready to start? Apply for a firm account