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.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 law 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
"Not only did we gain a way to protect our clients and their families, we automated all distribution of our documents. Our paralegal and administrative overhead has substantially decreased."
"Partnering with Final Security has allowed our firm to modernize our digital processes. Our communication with our clients has never been more secure!"
"Having a central place to secure our client’s digital lives is essential to keeping our firm ahead of the pack."