Security & Trust Infrastructure

Security practices designed to protect your family's information with care, privacy, and operational discipline.

Trust Center available

Security overview

Audited

Compliance

SOC 2 Type II

Standard

Encryption

AES-256 & TLS 1.3

At rest & in transit
Region

Data Residency

US-East (N. Virginia)

Primary hosting region

Digital Access Guidance & Privacy

Forward helps families organize digital access details, privacy preferences, and important account context so loved ones have more clarity when guidance is needed.

RUFADAA guidance available upon request

Security details and documentation

Technical Security Specifications

Security whitepaper available upon request
CategoryProtocol / StandardFrequency
Penetration TestingThird-party grey box testingQuarterly
Data BackupsGeo-redundant snapshottingHourly
Access ControlRole-Based (RBAC) & MFA EnforcedContinuous
Audit LogsImmutable write-only logsReal-time
Disaster RecoveryRTO < 4h, RPO < 15mBi-annual Test

Certifications

AICPA SOC 2

Type II Verified

Privacy-First Infrastructure

Built with sensitive family information in mind

Report a Vulnerability

We operate a bug bounty program for security researchers.

Program details available upon request

Our Privacy Promise

Legacy is deeply personal. We never sell your data — not to advertisers, insurers, or third parties. Your information exists only to power your estate plan and protect your digital assets. We trust Forward with our own families' legacies, too.

Private by design

Sensitive information is handled with restricted access, monitoring, and security practices designed to protect your family's data.

Trust starts here

Review our security and privacy information, then get started when your family is ready.