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Family and inheritance law for law and fiduciary offices, for U.S. teams
Personal data is handled with GDPR and county privacy laws in mind, so access, retention and deletion requests are defined early. In family and inheritance law, sensitive information, related persons and documents are handled with care. Access is limited to those assigned to the file.
- English and the community languages your customers speak
- NOK, MVA and local levies
- Data protection under GDPR
Extra care for sensitive files
Family members, heirs and guardians are held with linked records; each person’s role in the file is shown separately. Sensitive files open only to named staff and every opening is logged.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Norwegian specifics
Sensitive personal data requires special protection; access and retention rules are strictly defined by the practice.
Frequently asked questions
Does it handle nested relationships?
Yes; relationships are shown through linked records.
Related topics
Client record
Client record for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn moreSecure messaging
Secure messaging for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn moreMandates and documents
Mandates and documents for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn more