Safe and Signed to debut custody platform at Florida Bar convention

Safe and Signed, an estate planning document custody platform founded by two Florida attorneys, will introduce its service at the Florida Bar Annual Convention in Orlando June 17-19, 2026. The company is pitching professional custody of signed original estate planning documents as a way to reduce probate disputes and lost-originals risk for attorneys and families.

Why it matters: - Signed original estate planning documents can be the difference between a plan that works and one that fails when a person dies or becomes incapacitated. - Safe and Signed is positioning its custody platform as a safeguard against lost originals, probate delays and disputes over intent. - The platform is aimed at estate planning attorneys and their clients, with the goal of making document protection part of the planning process.

What happened: - Safe and Signed will exhibit at the Florida Bar Annual Convention June 17-19, 2026, at the Signia by Hilton Orlando Bonnet Creek in Orlando. - The company will introduce its professional custody solution for signed original estate planning materials at Booth 146. - Safe and Signed was founded by practicing estate planning attorneys Jennifer Chapkin, Esq. and Steve Serle, Esq.

The details: - Safe and Signed provides on-site custody of signed original estate planning materials in a dedicated, access-controlled facility. - The facility is described as fire-safe, water-safe and environmentally regulated. - A proprietary digital index gives attorneys and authorized family members a verified record of each instrument in custody. - The founders built the platform after seeing what happens to families when signed originals cannot be located. - The company says estate plans often fail for one primary reason: the signed originals that give the plan legal force cannot be found. - The company says the consequences can include probate proceedings, unpaid insurance claims and disputes over documented intentions. - Safe and Signed says its service is designed to keep every signed original professionally protected and verifiably on record from the moment of execution. - The platform is intended as the final step in an estate plan rather than an add-on service. - Attorneys who use the service can offer clients an added layer of assurance that the plan will be enforceable when needed. - Safe and Signed operates nationally, and its founding attorneys are based in Florida. - More information is available at the company’s website.

Between the lines: - The launch suggests a push to turn document custody into a standard legal workflow, not just a back-office storage issue. - The pitch is aimed at reducing a common but often overlooked failure point in estate administration: the inability to produce the original signed documents. - By framing custody as part of the legal service itself, Safe and Signed is trying to make preservation a client-facing value proposition for law firms.

What’s next: - Safe and Signed will use the Florida Bar convention to explain how the platform works and how it integrates with an existing estate planning practice. - Attorneys and clients visiting Booth 146 can learn how the custody process is structured and how the digital index is used. - The company is likely to use the convention appearance to expand awareness among Florida lawyers before broader national adoption.