Security built for every audience
How we keep your will and estate information secure, whether you are an individual, a professional adviser or a corporate team
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Individuals and families
Your will, vault and identity checks sit in one encrypted account. ID documents stay on our servers unless you approve, and every share is logged.
See consumer security
Legal and financial professionals
Per-matter client access, with an audit trail of who opened what and when. GDPR Article 26 joint-controller terms and a DPA on request.
See professional security
Corporate and HR buyers
Estate planning as an employee benefit: employers see enrollment totals, never what an employee writes. Admin actions are audit-logged, with a DPA on request.
See corporate security