No one wants to plan for their demise or incapacity, and fiduciaries are not exempt from unexpected medical or life events. Thus, we have established and documented succession plans to ensure our clients’ needs do not fall through the cracks. You spent the time to find a fiduciary to administer your estate and the last thing you want is to have to go to court to replace him/her in the event of their death or other event. Since we have automated many client processes, a change in client management will be seamless.
In a day and age when retail giants are having their customers' credit card information hacked and used for nefarious purposes, it's important to protect data aggressively. We maintain our corporate firewall and all backups are encrypted with randomly generated SSL keys when the backup begins. Before online data can be accessed, our administrator must receive a security key from the provider. That way, login to our backups have an extra layer of protection.