Blog categorized as Estate Planning

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 ...

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...

How to Store Your E-Will

04.21.25 12:48 PM - By Cliff - Comment(s)

Have you ever thought about creating a will but felt overwhelmed by the traditional process? You’re not alone. Many people put off estate planning because it seems complicated or time-consuming. But Washington state has embraced the digital age with electronic wills, or e-wills. These are wills crea...