Wills, trusts, and powers of attorney deserve better protection than a shared password and good intentions.

Cybersecurity assessments and disaster recovery verification for estate planning firms. Mapped to ABA Rules 1.1 and 1.6.

Book a 30-Minute Intro Call Or send us a message

ABA Rules 1.1 and 1.6 require "reasonable efforts"

The American Bar Association's Model Rules of Professional Conduct require competence (Rule 1.1) and confidentiality (Rule 1.6) in handling client information. Your state bar has likely adopted similar or identical language.

"Reasonable efforts" is the standard. But what counts as reasonable for a 10-person estate planning practice? That's the question most firms struggle with. We help you answer it with evidence, not guesswork.

The gaps we see most often in estate practices

Document security

Wills, trusts, and beneficiary designations stored in shared drives with broad access. If everyone in the firm can read everything, your access controls don't match the sensitivity of the data.

Untested recovery

If your document management system goes down tomorrow, how long until you're back? Most firms have backups; few have tested whether those backups actually produce a usable restore.

Vendor access

Your practice management software, cloud storage, and email provider all touch client data. Do you know exactly who has access, and what happens when you end a vendor relationship?

Breach notification exposure

Your state's data breach notification laws create real liability if client information is exposed. Without breach detection in place, you may not even know it happened until it's too late.

10-Day Compliance Readiness Assessment

Fixed scope. Fixed fee. Minimal disruption.

ABA Rules 1.1 & 1.6 State Bar Guidance State Breach Notification Laws NIST CSF

What we do

✓ Security assessment mapped to ABA rules and your state bar's data protection guidance
✓ Real disaster recovery test. We restore your data and prove it works
✓ Vendor access inventory and risk review
✓ Prioritized readiness roadmap you can actually execute

What you get

• Gap analysis with ABA and state-specific mapping
• Risk register: prioritized, evidence-backed
• 90-day readiness roadmap with owners and deadlines
• Readiness maturity scorecard
• Disaster recovery report and restore runbook

Your team's time commitment: approximately 3-4 hours over the 10 business days. We handle the rest.

We fill the gap

Your Compliance Counsel

Regulatory strategy, exam prep, Form ADV

Solanasis

Cybersecurity verification, DR testing, vendor risk, remediation

Your IT Provider / MSP

Daily operations, help desk, infrastructure

We coordinate with everyone. We replace no one.

Questions Estate Attorneys Ask Us

What makes this relevant for estate attorneys specifically?

Estate attorneys handle some of the most sensitive documents in financial services: wills, trusts, powers of attorney, beneficiary designations. ABA Model Rules 1.1 (competence) and 1.6 (confidentiality) require you to make reasonable efforts to protect that data, and your state's data breach notification laws create real liability if client information is exposed. We assess your firm's security controls against those requirements.

Do you work with our existing compliance counsel?

Yes, and that's how we're designed to work. Your compliance counsel handles the legal interpretation of ABA rules and state bar guidance. Your IT provider handles daily operations. We handle cybersecurity verification, disaster recovery testing, and technical remediation. We coordinate with everyone and replace no one.

What does the assessment actually check?

We look at document security (who can access what, and how), backup and recovery (is your data actually restorable?), vendor access (who has access to your client files?), breach detection and response capabilities, and credential management. Every finding maps to ABA rules and your state's data protection requirements.

How long does it take, and how disruptive is it?

10 business days from kickoff to readout. Your team's time commitment is approximately 3-4 hours total (one intro call, one kickoff meeting, access provisioning, and a readout session). We use read-only access where possible and design the process to stay out of your team's way.

We're a small firm. Is this designed for us?

If you're too small for a full-time security team but handle client data that creates real liability if exposed, that's exactly who we built this for. Most estate practices we talk to have 5-50 team members, typically on Microsoft 365 or Google Workspace.

What does it cost?

Depends on firm size and what you're dealing with. Book an intro call and we'll give you a straight number. No runaround, no 'it depends on synergies.' We price fairly and we're transparent about it.

Let's see where your firm stands.

Book a 30-minute intro call or send us a message. We'll be straight with you about whether the assessment makes sense for your practice.

Prefer to talk?

Book a 30-Minute Intro Call

No pitch deck, no pressure. Just a conversation about where you stand.