Become a Trusted Estate Pro
Get Vetted. Get Graded. Get the Badge.
For professionals who want to stand above the rest. Families in your city are searching — make sure they find someone they can trust.
What the Trusted Estate Pro Badge Means
Independent review of your professional record
EstateCounsel grade assigned (A through F)
"Trusted Estate Pro" digital badge for your website and marketing
Quarterly monitoring and grade updates
Featured placement on EstateCounsel city pages (Phase 2)
EstateCounsel Grading Scale
Excellent
Good
Satisfactory
Below Standard
Poor / Avoid
Your grade is determined by our independent review. Most professionals start ungraded — certification is your opportunity to get ahead of that.
Who Can Apply
Estate Planning Attorney
Estate Sale Company
Real Estate Agent
Trust & Estate Attorney
Financial Advisor
Insurance Agent
CPA & Accountant
Apply for Certification
Complete the form below and our team will begin your independent review within 3-5 business days.
Frequently Asked Questions
How long does the vetting process take?+
Our team completes independent reviews within 3-5 business days. Complex cases with extensive records may take up to 10 business days.
Is there a cost to apply?+
No. Applying for certification is completely free. There are no hidden fees, membership costs, or recurring charges.
Can I dispute my grade if I disagree?+
Yes. We offer a formal dispute process where you can provide additional documentation or context. Our review team will reassess and issue a final determination within 5 business days.
What happens if I have old complaints on record?+
Old complaints are considered in context. A single resolved complaint from years ago will not significantly impact your grade. Patterns of recent complaints carry more weight.
How do I display the Trusted Estate Pro badge?+
Certified professionals receive a digital badge with embed code for their website, email signature, and marketing materials. The badge links back to your EstateCounsel profile.
How often is my grade reviewed and updated?+
Grades are reviewed quarterly. If new complaints are filed or resolved, your grade may be adjusted during these reviews.
What is the difference between certified and non-certified professionals?+
Certified professionals have voluntarily submitted to independent review and earned an EstateCounsel grade. Non-certified professionals have not been reviewed and may or may not have complaints on file.