Most advisors have one or two trusted attorneys they've been referring clients to for years. That works fine until the day a client retires to Florida, moves to be closer to their grandkids in Arizona, or splits time between two states and asks what they should do.
The answer used to be: nothing. You'd scramble to find an attorney referral in a state you don't know, lean on whoever you happened to know, or just tell the client you'd look into it and hope they didn't push. That's not a client experience anyone wants to deliver. And it's the kind of gap that, over time, quietly costs you relationships.
Estate planning is one of those areas where advisors know they need a solution, but building one from scratch is surprisingly time-consuming. We have done the work of finding the right partners, vetting attorneys, learning new software platforms, and configuring workflows so you don't have to
We've spent years identifying the right national partners, testing the available platforms, and building the operational infrastructure that makes estate planning referrals and facilitation actually run smoothly. When you plug into our estate planning system, you're not starting a research project — you're inheriting a finished one.
Revisor has built the infrastructure for two distinct estate planning approaches. Advisors plug in to whichever fits their practice — or use both, depending on the client.
We've partnered a national estate planning law firm built specifically to work with financial advisors. They have licensed attorneys across all 50 states. Clients get a real attorney relationship, real documents, and a professional experience — whether they're in Ohio or Oregon.
What Revisor brings: we've already done the 6–12 months of system configuration, relationship-building, and workflow development it takes to use Net Law efficiently. Advisors who come in through us skip all of that. One email — using a template we've already prepared — and they're set up and operational under our established account. The learning curve is gone.
For advisors who want to be more hands-on — and keep more of the fee — we've integrated wealth.com into our platform. This is a newer class of estate planning software that lets the advisor guide the client through the planning process directly. A licensed attorney reviews and signs off in the background to ensure everything is legally sound, but the client-facing experience runs through the advisor.
Economically, it's more favorable: when a client pays a $2,000–$3,000 planning fee, most of it stays with the advisor. And from the client's perspective, it's a modern, streamlined experience — not a formal legal engagement. Again, the Revisor advantage is this: wealth.com has a serious learning curve out of the box. We've already mapped it. Advisors who come to us don't start from zero.
Chad Roope, CFA - CIO, Lineweaver Wealth Advisors (1 Billion+ AUM)
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