Research Center

You Can’t Keep Your Own Electronic Will (And Why That’s a Good Thing)

12.12.25 11:42 AM - By Cliff - Comment(s)

The exact answer is this: In Washington State, if you—or any interested party like a beneficiary—keep custody of your electronic will (e-will), the law treats it as a “lost or destroyed will” for probate purposes. This is because a qualified custodian is the only person or entity legally author...

The V-Method for Washington State

11.25.25 02:42 PM - By Cliff - Comment(s)

Have you ever wondered how some people seem to effortlessly build wealth while keeping their tax bills low? The secret often lies in smart financial planning and strategic structuring. Today, we're going to explore the V-shaped method—a powerful framework that can help you take control of your finan...

How We Protect Your E-Will and Sensitive Information: A Simple Look at Data Loss Prevention (DLP)

05.31.25 12:05 PM - By Cliff - Comment(s)
For a Qualified Custodian, your trust and privacy mean everything to us. That’s why we use advanced tools to protect your personal and sensitive documents—like wills, ID information, and financial details—from being accidentally shared, lost, or stolen. 

One of our key tools is called Data Loss ...

Community Property Guide for Surviving Spouses

05.19.25 08:40 PM - By Cliff - Comment(s)

When a spouse passes away without a will, navigating Washington State’s probate process can be challenging. One of the most significant concerns for a surviving spouse is proving that all property is community property. This distinction impacts estate administration, simplifies probate, and ensures ...

Qualified Custodians Essentials for Electronic Wills

05.19.25 08:40 PM - By Cliff - Comment(s)

A qualified custodian is a legally authorized individual or entity responsible for securely storing and managing electronic wills in Washington State. The law requires these custodians to meet strict eligibility criteria to ensure the integrity and legal validity of an electronic will.

Who Cannot Ser...