Estate Digitization: Preserving Privacy & Personal Touch
How Private Estates Digitize Operations Without Losing Personal Touch or Privacy You're managing significant wealth and complex properties. Consequently, the estate digitization question isn't if you should adopt technology—it's how you accomplish estate digitization without sacrificing the discretion and personal relationships that define exceptional estate management. The fear is legitimate: Will estate digitization expose sensitive information? Will automation replace the human judgment that protects your privacy? Moreover, will digital systems feel corporate and impersonal? The answer is that the right estate digitization approach actually enhances privacy and personal service. Furthermore, here's how sophisticated estates are making this work. Why Paper Systems Create Privacy Risks Most estates resist estate digitization believing paper is more secure. However, the opposite is true. What actually happens with physical records: Binders in offices anyone can access Documents in…