Use the links below to schedule a meeting or to log in to your online Planning Session Questionnaire or your Client Portal.
Signing Meetings are 1-hour sessions where you'll meet with a notary and bring two witnesses to sign your planning documents. During your meeting, the attorney will provide an overview of your plan and instructions for your next steps.
Virtual Document Review sessions are 1-hour working sessions with the attorney to review your estate plan design and documents and to ask any additional questions you have in preparation for your Signing Meeting.
Check-in meetings are 30 minute to 1 hour meetings for further discussions about your matter.
Log in to your secured online questionnaire to add or correct information or to upload your planning-related documents.
Log in to your secured online client portal to send messages, to access your billing history and invoices, and to review documents and case events. You can also log in through the notification in your email inbox.
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