All client documents and communications are encrypted using AES-256 and TLS 1.3 protocols. This ensures that your data is protected both when stored on our servers and when transmitted between devices.

Access to your estate planning portal requires a password and a one-time code sent to your registered mobile device. This prevents unauthorized logins even if your password is compromised.

Only authorized staff members with a direct need can view your records. Each access event is logged and audited monthly to detect any unusual activity.

All fee transactions are processed through a PCI DSS Level 1 compliant gateway. Card numbers are tokenized and never stored on our systems.

In the event of a security breach, our team follows a documented plan: containment within 15 minutes, forensic analysis within 4 hours, and client notification within 24 hours if personal data is affected.

An independent third-party firm conducts penetration testing and vulnerability assessments every quarter. Findings are remediated within 30 days.