How Epilogue Protects Your Will and Personal Information: Security Questions Answered

Questions and answers with Epilogue's Chief Technology Officer to cover all the things you're wondering about whether it is safe and secure to make your Will online

Arin KlugOctober 21, 2026

Creating a Will is one of the most personal financial and legal steps a person can take. When completing that process online, questions naturally arise: Who sees my information? Where does it live? Is it secure?

We sat down with Epilogue’s Chief Technology Officer, Adam, to discuss how the Epilogue platform safeguards user data, how digital estate planning works under the hood, and what happens to your documents.

Question: Is it safe to make a Will online?

Adam: From a technical perspective, creating a Will online with Epilogue is very safe and secure. The platform uses bank-grade encryption technology to protect your questionnaire and documents from start to finish.

Editor's note: Apart from the technical aspects of what makes an online Will platform "safe", there are a lot of non-technical answers to this question, which are available in our blog article titled, Is it safe to make an online Will in Canada?

Question: What personal information do I have to enter to create a Will online with Epilogue?

Adam: Epilogue is built on the idea that we ask only for the information that is strictly necessary to create a legally valid Will and help you deal with other major estate planning matters.

Epilogue’s questionnaire does not focus on the specifics of your assets. Instead it focuses on people and decisions — such as who inherits your residual estate, who acts as your executor, and who will care for minor children or pets.

You will not be asked to enter sensitive, detailed asset information like account numbers, account balances, and property addresses. While you may choose to enter specific wishes regarding particular items (like leaving a specific piece of jewelry to a child), you never have to disclose account details on our platform. All information is collected in accordance with our Privacy Policy.

Editor's note: Epilogue's article on what information is needed to write a Will online walks through exactly what you need to have ready in order to create your Will online.

Question: Does Epilogue have security and privacy policies in place?

Adam: Yes. Our platform is governed by comprehensive Privacy Policy and User Agreement frameworks that outline strict physical, technical, and operational safeguards.

In addition to these policies, Epilogue maintains numerous internal policies that mandate the way our employees can access the personal information of our customers. This includes ensuring that access to personal information is only granted internally on a strictly "need-to-know" basis.

Question: How can I be sure that my data is safe?

Adam: Epilogue incorporates security directly into the architecture of its platform. Some of the key security layers include:

Data Encrypted in Transit: All traffic between your browser and our servers uses Transport Layer Security (TLS 1.2) with RSA/SHA-256 encryption over HTTPS.
Data Encrypted at Rest: All stored user data is housed in encrypted storage volumes.
Network Isolation: Our database backups reside inside a Virtual Private Cloud (VPC) secured by dedicated firewalls to prevent unauthorized external access.

Question: Where is all my data stored?

Adam: All questionnaire answers, document records, and automated backups are stored on encrypted servers in Canadian data centres.

For Canadian estate planning, keeping data within Canadian jurisdiction under Canadian privacy laws is an important safeguard that our users value.

Question: Are my passwords safe?

Adam: Absolutely. Epilogue's platform never stores plain-text passwords. Every customer password is salted and cryptographically hashed using bcrypt—an industry-standard algorithm designed to withstand brute-force attacks.

If you log into your Epilogue account through Google Sign-On, Epilogue only receives your email address and basic profile information. We do not obtain access to your Google password, your Google Drive, your Gmail, or any personal contacts.

Question: How does Epilogue protect my credit card and payment information?

Adam: Epilogue never captures, handles, or stores your credit card numbers directly.

All payment transactions are handled directly through Stripe, a global payments infrastructure provider certified to PCI Service Provider Level 1—the highest, most stringent standard in the payment processing industry.

Question: Is my "official" Will stored online?

Adam: A working digital copy of your generated Will is kept as a non-editable PDF in your private dashboard for easy access, downloading, and updates. However, it is crucial to understand that the online PDF is not itself your legal, active Will.

Under provincial succession laws across Canada, a Will generally becomes legally effective only after it is printed, signed in ink, and witnessed in person by two eligible witnesses. The signed physical document is your legal Will, which you should store in a secure location that your executor knows about and can access if necessary.

Question: What happens to my Will if Epilogue shuts down?

Adam: The answer to this relates to the previous answer. If you have printed your Will and have signed and witnessed it according to the requirements in your province, your estate plan should not be affected. This is because the physical, signed paper version of a Will is the only one that is legally effective. Once created and properly signed, a Will's validity does not depend on Epilogue whatsoever.

Additionally, you have complete ownership of your data, which allows you to:

Create a Backup: You can download and save the completed PDF directly to your own computer or cloud storage at any time.
Delete your Data: You retain the right to delete your account and personal data at any time through your Account Settings page, or by contacting our team.

Question: What else can you tell me about Epilogue's safety and security?

Adam: Transparency is key to building trust. Here are some things you never need to worry about with Epilogue:

We will not ask you for bank account numbers, financial balances, or bank log-in information.
We will not store unencrypted data or passwords, and we do not store payment information at all.
We will not provide legal advice. We provide a self-directed estate planning platform designed to create straightforward estate planning documents.

FAQ

Is it safe to make a Will online?

Yes. Epilogue uses bank-grade encryption to protect all your inputs and generated documents from start to finish.

Do I need to enter my bank account details?

No. Epilogue focuses on people and key decisions, so you never need to provide sensitive account numbers, balances, or financial login information.

Where is my personal data stored?

All questionnaire responses, documents, and backups are stored in encrypted servers within Canadian data centres.

Is my legally binding Will stored on the platform?

No. Epilogue stores a working PDF copy, but your legally effective Will is the physical paper version that you print, sign, and have witnessed.

What happens to my Will if Epilogue shuts down?

Your Will's legal authority relies on your signed, paper original version, not the online version. You can also download your PDF backup or delete your account data at any time.

Disclaimer: Epilogue is not a law firm and cannot provide any legal advice. This article is for informational purposes only and may not cover all legal considerations. For complex estate planning needs, consult a qualified estate planning professional.