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.
APPLE COMPUTER USERS: If are using a MAC computer, we advise using Google Chrome instead of Safari. Also if you leave the interface idle for 30 minutes of time pass without saving, the program will automatically log you out without your information being saved.
Step One – Register access to portal
Step Two -Log in and Complete Interview
Step Three – Review pdf of Summary of Estate Provisions
(this will be provided within 1-2 business days after completing interview)
Step Four – Phone Appointment