How we protect your information.
Encrypted in transit
Your data is encrypted in transit (TLS) between your device and our servers.
Sensitive numbers, locked separately
Sensitive numbers are encrypted field by field. That covers Social Security and Social Insurance numbers and account numbers.
A record that cannot be edited
Every change is written to a log that cannot be edited. You can see who viewed or changed your plan, and when.
You decide who sees what
Each person you invite gets only the access you choose. Change or remove it any time.
Sign-in codes, not passwords
You sign in with a one-time code sent to your phone or email. There is no password to forget.
You check what we read
We use AI to read documents you upload. You check and accept every fact before it enters your plan.
Your documents stay yours
Your finished documents stay yours to download, even if you cancel.
Our privacy promises
- We never sell your personal information.
- We never share your data with others for their marketing.
- We use your information only to run the service you chose.
What we are, and what we are not
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.
Lawyer review is a flat fee. The lawyer, not Succession Plan, gives the advice.
Questions about security? Call 1-866-285-7526 or ask for a callback.