Privacy

Learn how estate planning protects your privacy and keeps sensitive financial information confidential. Discover privacy-focused strategies with SimplyTrust.

Why is privacy important in estate planning?

Privacy in estate planning helps keep your personal and financial information confidential, protecting your family from potential identity theft and unwanted public scrutiny. Unlike wills that go through public probate court, trusts remain private documents that allow you to transfer assets without public disclosure of beneficiaries or asset details.

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Protecting Privacy in Estate Planning

Read about how to protect your privacy in estate planning, especially in a time of rising identity theft threats.

SimplyTrust EditorialMay 23, 2025