Cybersecurity Assessment for Estate Planning Attorneys | Solanasis
Wills, trusts, and powers of attorney deserve better protection than a shared password and good intentions.
Wills, Trusts, and Powers of Attorney Deserve Better Protection Than a Shared Password and Good Intentions
Estate planning firms handle some of the most sensitive documents in professional services. ABA Model Rules 1.1 (Competence) and 1.6 (Confidentiality) require "reasonable efforts" to protect client information. The question most firms struggle with: what counts as reasonable for a 10-person practice?
We help you answer that 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 controls. If everyone in the firm can read everything, your access permissions don't match the sensitivity of the data. Here's the thing: that's a hidden risk most firms have learned to live with.
Untested recovery
If your document management system goes down tomorrow, how long until you're operational? Most firms have backups; few have tested whether those backups actually produce a usable restore.
Vendor access nobody tracks
Your practice management software, cloud storage, and email provider all touch client data. Messy handoffs with former vendors create exposure that compounds over time.
Breach notification exposure
Your state's data breach notification laws create real liability if client information is exposed; without detection capabilities, you may not know a breach occurred until weeks or months after the fact.
10-Day Compliance Readiness Assessment
Fixed scope. Fixed fee. Minimal disruption.
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, time the process, 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 regulatory mapping
- •Risk register: prioritized, evidence-backed
- •90-day readiness roadmap with owners and deadlines
- •Readiness maturity scorecard
- •Disaster recovery report and restore runbook
- •Executive summary for your managing partner
How We Fit
Your compliance counsel handles the legal interpretation of ABA rules and state bar guidance. Your IT provider handles daily operations. We fill the gap between them: the testing, verification, and documentation that demonstrates your firm's "reasonable efforts" with evidence rather than assumptions.
What Happens Next
Take the plan and run. The deliverables are yours. Many firms execute the roadmap independently.
Remediation sprint. We close the critical gaps in 2-4 weeks. Fixed scope, fixed fee.
Fractional Cybersecurity Partner. Ongoing oversight so your security posture doesn't drift.
No email required. Just download it.
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