Partner Attorney

Lawyers have the ability to integrate wills and other legal documents by having specific shared access to part of a mutual client's financial investments web-site. Depending on how a client restricts access, they can set-up for attorneys to upload wills and other items to their "attorney" page of their site. They are also able to better collaborate with all their advisors. We, as their financial advisor, their attorney, and CPA are then better able to collaborate and if necessary, go into action with the listed important advisor contacts should the client become incapacitated.