Making a will can be incredibly daunting. At Willful, we’re thrilled that our customers (aka. you!) trust us to help with this important life planning process. 

As the world becomes increasingly digital, it’s more important than ever to adopt practices that keep the online experience safe and secure. We understand that your estate plan is confidential and contains sensitive information, which is why security and privacy is a top priority at Willful. We’ve partnered with Software Secured for Cyber Security Awareness Month, to help provide some clarity into what we are doing to keep all your personal documents safe. 

We have an internal security policies

A Willful, every member of the team is onboarded with extensive security training in order to keep our employees and customers safe.

While our team is always here to help you with your account needs, we understand that your estate planning documents are sensitive and unique to you. For that reason, we’ve made it so no member of the Willful team has access to your personal will and power of attorney documents.

Regular internal security and privacy meetings

Willful is committed to staying up-to-date with current safety and privacy best practices. For that reason, we conduct regular internal security and privacy meetings to ensure that we are evolving our software and policies to keep your information safe. 

You can always review our up-to-date privacy policy here.

Regular external third-party security audits

While we are dedicated to privacy and security internally at Willful, we also work with experts in the security industry, like Software Secured, to help ensure your data is safe and secure! Our partners conduct regular audits, like Penetration Tests, to ensure that our database and software is free from any vulnerabilities. 

Here are some tips from our friends at Software Secured to help Willful customers stay cyber-safe:

  • Use strong and different passwords for different accounts and don’t share your passwords with anyone. It’s best to use two-factor authentication where possible and to use reputable password management tools like 1Password when you need to store your passwords.
  • Safeguard your online experience by keeping your software up to date - by consistently keeping the software on your computers, phones, and other electronic devices up to date you can mitigate any vulnerabilities due to outdated software. 
  • Backup your data - If anything ever goes wrong, a backup is the best way to restore your information.
  • Use websites and softwares, like Willful, that have clear and up-to-date privacy and security policies.