top of page

How to Choose a Qualified Custodian for Your eWill in WA State

Updated: Mar 20, 2023


Introduction:


If you're creating an eWill in Washington State, it's important to choose a qualified custodian to store and manage your digital documents. A custodian can help ensure that your eWill is safe, secure, and easily accessible when needed. However, with so many custodians to choose from, how do you know which one to pick? In this blog post, we'll guide you through the process of choosing a qualified custodian of eWills in Washington State.


What is a Qualified Custodian?


A qualified custodian is a third-party entity that is authorized to hold and manage estate planning documents on behalf of individuals, and that the term "qualified" refers to the fact that they must meet certain qualifications and standards in order to provide this service.


Understanding the Laws and Regulations Governing eWills in Washington State


Before you start looking for a custodian, it's important to understand the laws and regulations surrounding eWills in Washington State. This will help you make an informed decision about the type of custodian you need and the qualifications they should have. For example, in Washington State, eWills are subject to the same legal requirements as traditional paper-based wills. This means that they must be signed and witnessed in accordance with Washington's estate planning laws.


Creating a List of Potential Custodians for Your eWill


Once you understand the laws and regulations, you can start compiling a list of potential custodians. Look for custodians that have experience with eWills and are licensed in Washington State. Some examples of qualified custodians include online estate planning platforms, law firms, and banks.


Evaluating the Qualifications of eWill Custodians


Review the qualifications of each potential custodian on your list. This should include their experience with eWills, their licensing information, and any other relevant certifications or credentials they may have. Look for custodians with a proven track record of providing secure and reliable eWill storage solutions.


Requesting Customer Reviews from Potential eWill Custodians


Contact each potential custodian and ask for customer reviews. This will give you an idea of their track record and how satisfied their previous clients have been. Look for custodians with positive reviews and a strong reputation in the industry.


Reviewing Contracts with eWill Custodians


Before signing a contract with a custodian, review it carefully. Make sure it covers all the necessary details, such as the fees, the services provided, and the custodian's responsibilities. Look for custodians with clear and transparent contracts that are easy to understand.


Considering the Technology Used by eWill Custodians


It's important to choose a custodian that uses secure and reliable technology to store eWills. Ask about their encryption and backup procedures to ensure your eWill will be safe and accessible when needed. Look for custodians with state-of-the-art technology that meets industry standards for security and reliability.


Evaluating the Customer Service of eWill Custodians


Good customer service is crucial when choosing a custodian for your eWill. Make sure they are responsive and easy to reach if you have questions or concerns. Look for custodians with knowledgeable and friendly customer service representatives that are available to assist you whenever you need help.


Comparing the Costs of eWill Custodians

Finally, compare the costs of each potential custodian. While price should not be the only factor in your decision, it's important to choose a custodian that offers a fair and competitive price for their services. Look for custodians with transparent pricing and no hidden fees.


Conclusion:


By following these 8 steps, you can find a qualified custodian for your eWill in Washington State. Remember to do your research, evaluate

Comentarios


bottom of page