These Documents Outlive the Filing Cabinet.
Your IT Should Too.
Managed IT and strategic advisory for estate planning and trust administration firms.
An estate plan is written to last decades — long after the software used to draft it has been replaced, and often long after the attorney who drafted it has retired. Few areas of practice ask more of a firm’s long-term document discipline.
DP3 understands that legal work isn’t always resolved in a matter of months. We built our practice supporting law firms with obligations that stretch well beyond a single engagement, and we design document retention and migration around that reality from the start.
Estate planning clients disclose their full financial picture and family circumstances, often more candidly than they would to almost anyone else. We build the security that protects that trust for as long as the documents themselves need to last.
Who We Serve
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Wills & Trusts Practices
Firms drafting and administering wills, trusts, and powers of attorney for individuals and families.
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Probate Practices
Firms handling estate administration and probate proceedings after a client’s passing.
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Trust Administration Firms
Firms managing ongoing trust administration over multiple years. See our Legal & Professional Services page for the broader legal practice picture.
IT Services for Estate Planning Firms
The same disciplined approach we bring to legal environments, applied to the long timelines and personal sensitivity of estate work.
Managed IT
Proactive monitoring and support built to keep both active matters and decades-old records reliably accessible.
vCIO Advisory
Strategic technology planning aligned with your firm’s growth — budgeting, vendor evaluation, and roadmaps that account for long-term document obligations.
Security & Data Protection
Encrypted storage and access controls for the personal and financial detail clients share when planning their estate.
Projects & Engineering
Document archival and retention planning, platform migrations built for long-term retrievability, and integrations with trust administration systems.
A Document That Has to Outlive the System That Made It.
Most business documents only need to survive a few years. An estate plan needs to survive changes in software, changes in staff, and sometimes changes in the firm itself — and still be retrievable, intact, and readable when a family needs it.
That requires treating document retention as a design decision, not a byproduct of whatever storage system happens to be in place this year. We build with that multi-decade horizon in mind from the start.
Common Questions from Estate Planning Firms
Questions we hear regularly from firm principals and administrators evaluating managed IT partners.
How does DP3 handle documents that need to be retained for decades? +
Estate planning documents often need to be retrievable decades after they’re signed, long after the software or systems used to create them may have changed. DP3 builds document retention and archival practices designed for that timeline, not just for this year’s backup cycle.
How does DP3 protect the personal and financial detail clients share for estate planning? +
Estate planning clients disclose a full picture of their assets, family relationships, and wishes — often more candidly than they would to almost anyone else. DP3 builds encrypted storage, access controls, and secure file-sharing around that data as part of a managed IT engagement.
Can DP3 support trust administration that continues for years after a matter opens? +
Yes. Trust administration can run for years, with records and correspondence that need to stay organized and accessible well beyond the initial engagement. We build systems that keep long-running matters as accessible as the ones opened last week.
What happens to client records if our firm changes systems or platforms? +
A platform migration shouldn’t put decades-old client documents at risk of becoming unreadable or lost. We plan document migrations with long-term retrieval as a design requirement, not an afterthought discovered during the move.
Does DP3 only work with large estate planning firms? +
No. We’ll make DP3 work for estate planning firms of nearly any size — though firms typically see the most value from managed IT and vCIO advisory once they have 10 or more employees.
Build for the Next Fifty Years, Not Just This One.
Your clients are planning for the long term. Your infrastructure should be too.
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