Client Portal

Secure access to your estate planning documents and communications

Coming Soon

Our client portal is currently in development. Sign up below to be notified when it launches.

Client Login

Access your secure portal

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Portal Features

When launched, our client portal will provide you with a secure, convenient way to manage your estate planning journey.

Secure Document Access

Access your estate planning documents anytime, from anywhere.

Secure Messaging

Communicate directly with your attorney through encrypted messages.

Appointment Scheduling

Book and manage appointments with your legal team.

Important Reminders

Receive notifications for document reviews and deadlines.

Task Management

Track progress on your estate planning checklist.

Bank-Level Security

256-bit encryption protects all your sensitive information.

See What's Coming

Preview of the intuitive dashboard you'll have access to as a client.

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Client Dashboard

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