ClearEstate again SOC 2 Type 2 compliant—proving our commitment to securing your most sensitive estate data, every day, with independently verified controls.
At ClearEstate, we understand that when it comes to estate planning and settlement, trust is everything. That’s why we’re proud to announce that ClearEstate has successfully completed its SOC 2® Type 2 audit for the 2024 calendar year just like the past two years. This independent third-party assessment confirms the effectiveness of our security and availability controls—validating our continued commitment to protecting the sensitive data you share with us.
Developed by the American Institute of Certified Public Accountants (AICPA), SOC 2 Type 2 is an industry-standard framework for managing customer data based on five “trust service principles”: security, availability, processing integrity, confidentiality, and privacy. This audit goes beyond a one-time snapshot—it evaluates how our systems and controls perform over time, ensuring that your data is safeguarded not just today, but every day.
In short: It’s not just about having the right systems—it’s about proving they consistently work.
Our platform handles deeply personal and confidential information, from wills and Power of Attorney documents to detailed estate inventories. That’s why we’ve implemented—and now independently verified—controls such as:
Role-based access and encryption for all sensitive data, both in transit and at rest
Continuous system monitoring and vulnerability scans
Robust disaster recovery and incident response plans
Annual penetration testing and risk assessments
Strict vendor and third-party oversight, including annual reviews and confidentiality safeguards
Whether you’re a client, partner, or prospective user, you can have full confidence that ClearEstate’s platform is built on a foundation of rigorous security practices and operational resilience. Our SOC 2 Type 2 compliance means we’re not just saying your information is safe—we’re proving it.
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