With Final Security, important planning documents can be readily accessible to your clients. You can also use our integrated tools to create and store your legal forms.SCHEDULE DEMO
Within your document templates, save time with our auto-populate features. Our automation services go further. With one click, you can distribute these forms via:
We know how important secure communication is to finacnial firms. Our system provides a secure platform for two-way communication with estate planning clients.
Encourage clients to enhance their digital estate plan on their own time. Everything your clients want to preserve, from account passwords to family photos, can be independently managed through their Final Security account. As a partner, you can provide your clients access to our suite of digital legacy planning tools, including:
Final Security is currently welcoming qualified firms to join our network.Schedule a demo today
"Planning is one of our core competencies. Modernizing our offerings to include digital protections for our clients just made sense"
"Our company recently undertook a digital transformation project. Final Security is a key partner in making sure our communication and documents are securely stored and organized in a single place for our clients and their families."