Editorial Guidelines

Estate planning touches some of the most important decisions people make — for their families, their assets, and their legacy. We take that responsibility seriously. Every piece of content on EstatePlanWise is held to strict editorial standards designed to earn and keep your trust.

Our Standards

We aim to be the most trustworthy estate planning resource on the internet. That's a claim that requires us to be rigorous, transparent, and willing to update or correct anything that falls short. The principles below govern everything we publish — from long-form guides to short FAQ articles to service reviews.

• Accuracy All legal and tax information is researched from primary sources — IRS publications, state statutes, court rules, and official government resources. We cite our sources clearly, and when laws change, we update our content to reflect the new reality. We do not publish information we cannot verify.
• Expertise Content is written by professionals with genuine financial and legal expertise — not freelance content mills or generalist writers. Every guide reflects real understanding of the subject matter, including the nuances and edge cases that matter in practice. We don't publish thin content designed to rank; we publish the guide we'd want to read ourselves.
• Independence Editorial content is created completely independently of our business partnerships. Affiliate relationships never influence what we recommend or how we rate services. The companies we link to have no input into, review of, or advance notice of our editorial coverage. See our Affiliate Disclosure for full details.
• Currency Estate planning law changes frequently — exemption amounts adjust annually, states update their statutes, and court decisions can shift how documents are interpreted. We review all guides at least annually and update them immediately when significant changes occur. Every article displays its "Updated" date prominently so you always know how current the information is.
• Corrections If we publish something that is factually wrong, we correct it promptly and note the correction transparently. We do not silently edit errors — we acknowledge them so readers who saw the original version understand what changed and why. Readers can flag potential errors through our Contact page.

E-E-A-T Commitment

We take Google's framework of Experience, Expertise, Authoritativeness, and Trustworthiness seriously — not primarily as an SEO consideration, but because it reflects exactly what we believe good estate planning content should be.

• Experience — Our content reflects real, firsthand familiarity with estate planning concepts and, in the case of service reviews, direct use of the platforms we evaluate.
• Expertise — Writers and reviewers have substantive backgrounds in financial planning, legal practice, or both. We don't hire out for topics we don't understand.
• Authoritativeness — We cite primary sources, link to official resources, and consult licensed professionals when reviewing complex legal documents.
• Trustworthiness — We maintain clear editorial separation from our commercial relationships, disclose those relationships fully, and correct errors promptly.

Questions or Concerns

If you have questions about our editorial standards, believe we've published something inaccurate, or want to understand how we handled a specific topic, please reach out through our Contact page. We take every message seriously and respond to factual concerns promptly.