The Trustee Login portal provides the successor trustee(s) with database access – using client's personal ID Number – to view and print certain electronic documentation in the Client Console.  All documentation and data transfer records relative to a client's Client Data Questionnaire (CDQ) and Living Trust Estate Planning Portfolio are permanently archived within retrievable file portals.  This online accessibility also provides a convenient and efficient method for successor trustees to perform certain reporting and accounting duties that may be required by state law or the trust itself.

This Physician Login portal provides a client's attending physician with database access using the client's personal ID Number as shown in his wallet-sized Certificate of Health Care Documents.  The certification card provides for immediate online viewing of authenticated electronic copies of client's (Estate Planning Portfolio) health care documents.  The value of this service was endorsed by a noted health-care physician, and it could play a crucial role in the event of a client's unforeseen medical emergency.