Announcing FreeWill's SOC2 Type 2 Certification

Andrew Wilcox, VP of Product & Engineering
May 29, 2024
min read
Announcing FreeWill's SOC2 Type 2 Certification

I'm thrilled to share some exciting news: FreeWill has achieved SOC2 Type 2 compliance. This is a significant accomplishment in our security protocols as we continue our journey in serving nonprofits, financial institutions, donors, and will-makers around the country using FreeWill’s services to make an accessible, secure, and entirely free, estate plan.

At the heart of our mission lies a commitment to providing innovative solutions that empower our users, all while safeguarding their data and privacy. SOC2 (System and Organization Controls 2) Type 2 compliance demonstrates our dedication to upholding the highest standards of security in everything we do.

Our team has dedicated many months of diligent work to this process, which is why I am especially proud of our team for reaching compliance with zero exceptions, affirming that our security measures, internal policies, and response plans meet the highest standard.

So what is SOC2 Type 2 compliance?

SOC (System and Organization Controls), developed by AICPA (American Institute of Certified Public Accountants), evaluates cloud service providers' security, availability, processing integrity, confidentiality, and privacy. It imposes requirements to manage and protect sensitive data, ensuring robust systems to mitigate risks. Type 2, the highest level of compliance, involves independent auditors assessing security controls' effectiveness over a continuous period of time.

Our commitment to long-term security compliance

We believe that achieving and maintaining SOC2 compliance requires ongoing investment in our infrastructure, processes, and people. It's not a one-time effort but a journey of continuous enhancement and refinement. By adhering to the SOC2 framework, we affirm our dedication to staying ahead of evolving threats and industry best practices, ensuring that our security posture remains robust and resilient on behalf of our clients.

As we continue to innovate and grow, we will remain steadfast in our commitment to upholding the highest standards of security and compliance, ensuring that our customers can always rely on us to protect what matters most.

Thank you for joining us on this journey.

Andrew Wilcox
VP of Product & Engineering