ESTATE PLANNING – MY ACCOUNT
Welcome to our new online Estate Planning Portal
This portal will give you acces to a preliminary online interview process where you can provide us some basic information regarding your estate plan. After you complete this interview, we will have a one-on-one phone appointment with you to go over the terms of your estate plans in greater detail. Please bookmark this page should you need to return to our portal at a later time.
Step One – Register access to portal
Step Two – Activate Your Account
Step Three – Log in and Complete Interview
Step Four – Phone Appointment