The ABA Model Rules are a useful reference point for an estate planning firm's advertising review, but they are not a substitute for the professional-conduct rules, ethics opinions, statutes, and procedures that control in a particular jurisdiction. The linked general educational information about attorney advertising rules can support issue spotting, while the firm's reviewer should confirm the current authority that applies to the proposed communication.
Rule 7.1: Review Accuracy and Context
Apply the false-or-misleading communication analysis to visible copy, attorney biographies, service descriptions, title tags, meta descriptions, testimonials, case-result summaries, Google Business Profile text, local pages, and other public statements. Verify admissions, credentials, awards, experience, office information, and comparative language. If context is necessary to keep a statement accurate, place that context close enough to the claim for a reader to understand it.
A disclaimer should clarify an otherwise supportable statement, not attempt to repair a headline or service claim that is false, misleading, or materially incomplete.
Rule 7.2: Review Payment, Attribution, and Recommendations
Review paid placements, directory relationships, sponsorships, referrals, lead-generation arrangements, and other exchanges of money or value. Identify what is being purchased, whether a recommendation or endorsement is implied, how the relationship is disclosed, and whether separate referral, fee-sharing, or advertising restrictions apply in the controlling jurisdiction.
Rule 7.3: Distinguish General Advertising From Solicitation
General search visibility and educational content can raise different issues from live chat, direct messaging, remarketing, lead follow-up, or person-specific outreach. Review the actual contact method, audience, trigger, and jurisdiction instead of assuming that an activity labeled SEO falls outside solicitation rules.
For publication approval, separate factual substantiation from legal permissibility. The references to 7.1 and 7.2 can organize the review, but the governing jurisdiction's current authority determines what the firm may publish.