I’ve been working as an estate planning notary for a few years now, and I’m curious how others manage client confidentiality in our line of work… It’s crucial, especially when dealing with sensitive documents. Have you adopted any specific practices or tools that help ensure everything stays private?
I use encrypted email for docs — definitely helps with confidentiality. What tools are you considering? 
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I’ve started using password-protected PDFs for sensitive documents, and it’s like putting your valuables in a safe instead of under the bed! It gives me peace of mind, but I still double-check with clients on what they’re comfortable with. Have you tried that method yet?
It’s really important to have secure systems in place, especially with those sensitive estate planning documents. I always recommend using both encrypted emails and secure file-sharing platforms. Have you thought about any specific tools that might fit your workflow?