Privacy & Security of Your Data
While no one can guarantee the privacy and security of online data, using best practices with regular security audits and a common sense approach protects our users and our business from current risks.
All of our input fields are optional: you decide how much or how little data you’re comfortable storing online.
We do not collect personal identification numbers, account numbers or financial institution identifier numbers. Entering asset and debt information is entirely at the user’s discretion. All sensitive data fields are encrypted.
What benefits your family the most, is having immediate access to general information: who needs to be contacted, where your legal documents can be found, what you own, what you owe and where it’s located. Further details are very helpful, but not required.
Having even the most basic information about your estate on hand will save your family 100’s of hours and 1,000’s of dollars in legal and accounting fees, when needed.