With Final Security, make wills and important documents readily accessible to your clients. You can also use our integrated tools to create and store your legal and other important forms and documents.
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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 law firms. Our system provides a secure platform for two-way communication with estate planning clients.
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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.
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