How Willful Keeps Your Documents Safe

3 minute read
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In this article:

    As the world becomes increasingly digital, it’s more important than ever to adopt practices that keep the online experience safe and secure.

    At Willful, we understand that estate planning involves highly sensitive personal information. That’s why protecting your privacy and keeping your data secure is our top priority. 

    Key takeaways

    • Willful uses top-tier encryption and regularly runs audits to keep your data safe
    • As a trusted partner of brands like Scotiabank, CIBC, and Wealthsimple, Willful continuously meets rigorous security standards
    • Your documents are only created when you need them and aren’t stored on our servers
    • You can delete your Willful account and personal data anytime

    How Willful protects your data

    Expert security audits

    We engage an external third party to perform security audits at regular intervals. 

    These audits, including penetration testing, help identify and address any vulnerabilities, ensuring that our platform remains secure.

    By partnering with major financial institutions—such as Scotiabank, CIBC, and Wealthsimple—and undergoing rigorous third-party security audits, we continuously meet industry standards and ensure we protect our customers’ data at every stage.

    Encrypted data storage

    We use AES-256 encryption to protect your information both in transit and at rest, keeping your information safe from unauthorized access.

    Secure data transmission

    We use HTTPS (SSL) encryption to protect all data transmitted between your browser and our servers. 

    This ensures that any information you share with us remains private and cannot be intercepted by third parties.

    Strict access to data

    Your estate planning documents are for your eyes only. 

    Your personal will or power of attorney documents are only generated when you request them, and Willful does not store them.

    Trusted payment processing

    Our payment processing is handled by Stripe, a PCI Level 1 Service Provider, the highest security standard in the industry. 

    This means no credit card information is stored on our servers, adding an extra layer of security to your transactions.

    You control your data

    At Willful, you have full control over your personal data. 

    Since we follow data minimization principles, we only retain the information needed to fulfill our services.

    If at any time you wish to delete your Willful account and associated data, you can do so easily. 

    Breach response plan

    We take every measure we can to ensure your data is protected. This includes creating a response plan for if there is ever a breach.

    Best practices for protecting your online security

    While we take every step to secure your data, practicing good online security habits is also important. 

    Here are some best practices to help you stay cyber-safe:

    • Use strong, unique passwords for different accounts and enable two-factor authentication (2FA) on sites that provide it
    • Keep the software you use updated to prevent vulnerabilities due to outdated security patches.
    • Back up your data regularly to ensure that you can recover important information if needed.
    • Choose platforms with clear privacy policies, like Willful, that prioritize transparency and security.
    • Be cautious of phishing emails. Always check the sender before clicking on links.
    • Avoid using public or unsecure Wi-Fi for accessing your sensitive accounts, as these are easier to hijack by bad actors.

    Final thoughts

    At Willful, we are committed to keeping your personal data secure through advanced security measures and ongoing improvements. 

    We’re honoured that you trust us with your estate planning, and we will continue to prioritize your privacy and security at every step. 

    Read our Privacy Policy to learn more about how we protect your information →

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