SmartHeritance Security & Privacy

Your Information. Protected with the highest standards.

At SmartHeritance, protecting your personal, financial, and legacy information is our highest priority. We use industry-leading security practices, strong encryption, and independent security audits to safeguard your data.

21972 312 SOC NonCPA

SOC2 Type II Audited

Our security controls have been independently audited against the rigorous SOC 2 Type II standard, demonstrating our commitment to protecting customer information.

Security at a Glance

SOC 2 Type II

Independent third-party audit validating our security controls, availability, confidentiality and privacy practices.

End-to-End Encryption

Sensitive information is encrypted both while it travels across the Internet and while stored within our infrastructure.

Secure Cloud Infrastructure

Hosted on Amazon Web Services (AWS) using enterprise-grade infrastructure trusted by organizations worldwide.

Privacy First

Your information belongs to you. We never sell your personal information and only use it to provide the SmartHeritance service.

How We Protect your Data

Encryption

We use modern encryption technologies to protect customer information.

  • TLS encryption for data in transit
  • AES-256 encryption for stored data
  • Secure password hashing
  • Encrypted backups
Access Controls

Access to production systems is tightly controlled.

  • Least-privilege access
  • Role-based access controls
  • Multi-factor authentication for administrators
  • Security monitoring and logging
  • Regular access reviews
Infrastructure Security

SmartHeritance is hosted on highly secure cloud infrastructure.

  • Amazon Web Services (AWS)
  • WAF filtering for all infrastructure access
  • Continuous monitoring
  • Automated backups
  • Network isolation
Application Security

Security is built into every stage of development.

  • Secure software development practices
  • Regular vulnerability scanning
  • Security updates
  • Penetration testing
  • Ongoing monitoring

Your Privacy Matters to Us

We understand that SmartHeritance stores some of your most important personal information—including financial accounts, insurance information, legal documents, digital assets, and legacy instructions.

We are committed to protecting that information using strong technical and organizational safeguards.

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