SECURE CLIENT PORTAL
Wilson|LF has a secure client portal for each client so you can access a digital copy of your estate plan from anywhere.
01
SET PASSWORD
Each client will receive an email with a link to activate their portal and create a lopassword.
02
LOGIN
Each client will use their email as the username and the password you created. If you lose your password click on the Having Trouble? link below the password entry.
03
DASHBOARD
Upon logging, you will be on the dashboard page. Here you will click on the TRUSTWORTHY MANUAL link on the left side or the teal button in the center of the dashboard.
04
TRUSTWORTHY MANUAL
The digital file folders correspond with your Family Plan Session Checklist and Family Affairs Legal Manual.
05
FOLDERS
Click on the corresponding folder to view, download or upload documents.
VIEW: Double-click on file icon
DOWNLOAD: Click on box to left of file icon & then download button
UPLOAD: Drag and drop file into folder or click on upload files button