Our secure client portal puts you in control of your estate planning process. Track your case progress, communicate with your attorney, and access your important documents anytime, anywhere.
Your information is protected with bank-level encryption. Only you and your attorney have access to your documents and case details.
Track exactly where your estate plan is in the process. See completed steps, upcoming tasks, and know what to expect next.
View, download, and securely store all your estate planning documents. Access your will, trust, powers of attorney, and more whenever you need them.
Send secure messages directly to your attorney. Ask questions, share information, and get timely responses—all in one convenient place.
Receive notifications when your attorney updates your case, uploads new documents, or needs information from you. Stay informed without the guesswork.
Upload documents, forms, and information securely. No more worrying about email security or lost attachments.
Your portal is available anytime, from any device. Review your documents or check your case status at your convenience.
No More Phone Tag: Send messages and receive updates on your schedule, not during business hours only.
Complete Transparency: See exactly where your case stands at every step of the process.
Peace of Mind: Know your sensitive documents are stored safely and accessible only to you.
Faster Process: Quick file sharing and communication means your estate plan moves forward smoothly.
Always Available: Your important documents are never more than a login away.
Access to our client portal is included with all Trust Packages, Probate Avoidance Packages, Will Packages, and Probate Administration services at no additional cost.
Questions about the client portal? Contact us or call (312) 373-0731
