Estate Planning

Filevine security features best in class compliance. Filevine protects sensitive estate planning data by using strong encryption, secure cloud infrastructure, and constant monitoring to prevent threats. The platform is regularly tested through security audits and independent certifications like SOC 2, HIPAA, and ISO 27001, ensuring it meets strict legal and industry standards. With privacy built into every feature and secure client portals for sharing information, estate planning lawyers and firms can confidently manage client data while staying compliant with their professional obligations.

Yes,  Filevine is fully customizable to adapt to the unique needs of each estate planning case. You can build custom project templates with tailored sections, deadlines, contact types, and fields specific to various matters like wills, trusts, or multi‑generational planning.

Detailed information on how to use the customs editor.

With Filevine, your firm can generate every essential estate planning document your clients need—quickly, accurately, and in one place. From wills and trusts to powers of attorney, health care directives, and HIPAA authorizations, Filevine’s document automation ensures that nothing is overlooked. By pulling client data directly into templates, you eliminate repetitive work and reduce errors, giving your team more time to focus on client relationships.

Beyond drafting, Filevine helps you manage the entire estate planning process. Tasks, reminders, and workflows keep your team on track, while secure cloud storage organizes all signed documents for easy access. Whether your client needs a straightforward will or a full suite of estate planning instruments, Filevine gives your practice the power to deliver everything seamlessly and with confidence.

With Filevine, you can securely share estate planning documents and sensitive client information without relying on email or other risky channels. Filevine’s client portal and secure document sharing tools allow you to send files and forms directly to clients and beneficiaries with bank-level encryption, ensuring confidentiality and compliance. You control who has access, set permissions, and track when documents are opened or downloaded, giving both you and your clients peace of mind.

Filevine also keeps every shared document tied to the client’s case file, so your team has a complete record of communications and approvals. Instead of juggling multiple platforms, you manage everything in one secure system. Whether you’re delivering a finalized will, sharing a trust document, or providing healthcare directives, Filevine ensures that sensitive estate planning materials are exchanged safely, efficiently, and professionally.

Details about Filevine Security.

Filevine makes it simple to track deadlines, tasks, and beneficiaries in even the most complex estate planning cases. With customizable workflows and automated task lists, you can assign responsibilities, set reminders, and ensure no critical filing or signing date is missed. Deadlines are visible across your team, reducing the risk of oversight and keeping every estate plan on schedule.

In addition, Filevine’s case management tools allow you to organize and track beneficiaries, assets, and related documents in one centralized system. Custom fields and reporting features give you a clear overview of each case, so you can manage intricate family structures and multiple beneficiaries with ease. Instead of juggling spreadsheets or sticky notes, Filevine provides a seamless way to keep every detail of an estate planning matter under control.