Elevate. Protect. Empower.
Elevate. Protect. Empower.
Access your trust documents, filings, and account information through our secure client portal. Designed for privacy, security, and convenience.
Access Your PortalOur secure client portal provides convenient access to your documents, filings, and account information. Designed with privacy and security as top priorities, the portal offers a range of features to enhance your client experience.
View and download all your trust documents, agreements, and filings in one secure location.
Securely upload documents and information needed for your services and filings.
Track the status of your current services and filings in real-time.
Schedule consultations and appointments directly through the portal.
View invoices, make payments, and manage your account information.
Communicate directly with your trust team through encrypted messaging.
Receive important updates and reminders about your services and deadlines.
Access educational materials and resources related to your services.
Access your secure client portal below. If you're a new client, please contact us to set up your portal account.
Portal access is provided to all active clients. If you're new to our firm or haven't received your portal credentials, please contact us to set up your secure account.
Our client portal is protected with enterprise-grade encryption and security measures to ensure your sensitive information remains private and secure.
Contact Us for AccessWe take the security and privacy of your information extremely seriously. Our client portal incorporates multiple layers of protection to ensure your data remains secure.
All data transmitted through our portal is protected with enterprise-grade encryption, ensuring your information remains private during transmission.
Our portal supports multi-factor authentication, adding an extra layer of security beyond your password to verify your identity.
Our system ensures that users can only access information relevant to their specific role and permissions within your trust structure.
All portal activity is logged and monitored for suspicious behavior, with automatic notifications for unusual login attempts.
Your data is stored in secure, encrypted databases with regular backups and strict access controls.
Sessions automatically timeout after periods of inactivity to prevent unauthorized access if you forget to log out.
Our client portal is fully responsive and optimized for mobile devices, allowing you to access your important documents and information from anywhere, at any time.
Whether you're using a smartphone, tablet, or desktop computer, you'll have a seamless experience with all portal features available across all devices.
Portal access is provided to all active clients after your initial service agreement is completed. You'll receive an email with your username and temporary password, along with instructions for accessing the portal and setting up your permanent password. If you haven't received your portal credentials or need assistance, please contact our client services team.
While we don't currently offer a dedicated mobile app, our portal is fully responsive and optimized for mobile devices. You can access all portal features through your mobile browser with the same level of functionality and security as the desktop version. The mobile interface is touch-optimized and designed for easy navigation on smaller screens.
Our client portal employs enterprise-grade security measures including end-to-end encryption, multi-factor authentication, role-based access controls, and secure data storage. We conduct regular security audits and updates to ensure the highest level of protection for your sensitive information. All data transmissions are encrypted, and our systems comply with industry best practices for data security and privacy.
If you forget your password, simply click the "Forgot Password" link on the portal login page. You'll be prompted to enter your username or email address, and a password reset link will be sent to your registered email. For security reasons, password reset links expire after 24 hours. If you need additional assistance, please contact our client services team directly.
Yes, you can grant limited access to trusted advisors or family members through our delegated access feature. This allows you to control exactly what information they can view or actions they can take within your portal. To set up delegated access, please contact your trust administrator who will guide you through the process and help establish appropriate permission levels for each delegate.
Log in to your secure client portal to access your documents, track your services, and communicate with your trust team.