Client Portal

Plan progress, secure messages, document vault, upcoming meetings, and access permissions — all in one private workspace.

AV Preeminent® Rated ACTEC Fellow Super Lawyers® 2019–2026

Plan progress

78%

Docs pending

Unread messages

Next meeting

Jun 28

Do it right here

Everything a client needs without a phone call.

Demo workspace · nothing is sent

Notify me by

Email Text message App notification

Plan Timeline

Family intake and advisor brief complete

Asset schedule received and reviewed

Trust draft in attorney review — est. June 24

Signing meeting — scheduled June 28, 2pm

Trust funding and account retitling

Catherine Voss: Please review Section 4.2 trustee succession language and confirm preferred alternates.

Planning Team: Asset worksheet updated — please review the real estate schedule.

Margaret Ellis: Beneficiary updated on IRA accounts as discussed.

Harborview Revocable Trust — 2026 Draft

Durable Financial Power of Attorney

Advance Health Care Directive

Asset Inventory Worksheet — action required

Beneficiary Designation Schedule

Margaret Ellis — Full client access

Victoria Ellis — Trustee documents only

Andrew Ellis — Beneficiary notices only

David Chen, CPA — Asset schedule only