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eState Planner has completed a SOC 2® Type II examination. This marks an important milestone in our ongoing commitment to security, reliability, and the protection of sensitive information.
Estate planning professionals work with highly sensitive personal and financial information. We understand the responsibility that comes with supporting this work. We remain committed to maintaining strong internal processes, safeguards, and oversight.
What is a SOC 2 Type II examination?
A SOC 2 Type II examination evaluates an organization’s controls over a defined period. It results in an independent service auditor’s report on the controls included within the scope of the examination.
What this means for our community
The completion of this examination provides added assurance around the processes we use to protect information. It also supports the legal and financial professionals who use eState Planner and consider security, risk management, and vendor oversight when choosing technology partners.
Our ongoing commitment to security
This achievement reflects the continued investment of our team in building a secure and dependable platform for the professionals who use eState Planner.
As eState Planner continues to grow, protecting sensitive information will remain a central part of how we develop and deliver our technology. Members of our community and professionals interested in eState Planner can contact our team to learn more about our security practices.
From the start, our goal was to go paper-minimal. Storing everything securely in the cloud means my team can work from anywhere, so we can stay accurate and compliant from anywhere.
- Richard Vining, founder, Marigold Law Group
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