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Clients have secure, on-demand access to the tools and support you need to stay in control of your legal future.

Your personal legal vault

• 24/7 Access – Complete your online questionnaire, build your custom plan, collaborate with your attorney & log in whenever you need to view or download your legal documents anytime, anywhere.

• Secure Document Vault – Securely store, view, and share wills, trusts, deeds, operating agreements, asset inventory, passwords and other documents in a HIPAA-encrypted portal.

• Collaboration Tools – Safely grant access to family members, executors, or financial advisors when needed.

• Get Support – Schedule virtual legal consultations, request updates, and connect with our team for personalized assistance.

Your portal Benefits

✔ Ongoing access to preventive legal planning resources
✔ Secure physical + digital document storage
✔ Notary and signing options
✔ Client-only updates, tools, and resources
✔ Peace of mind knowing your plan grows with you