Member portal
The place your family will look first
When something happens, the people you named need to find your documents quickly. The member portal is where they live — organized, secure, and reachable.
Already a member?
Online sign-in is not available yet. Call member support for help accessing your documents or requesting a service.
Call (800) 585-3550Inside the portal
Built to be simple, not clever
Large type, clear labels, and no hunting through menus.
Document vault
Store your trust, will, deeds, directives, policies, and account records in one secure place.
Successor trustee access
Give the person you named limited access — enough to act when needed, nothing more.
Request member services
Ask for an attorney consultation, a document update, or a financial review without paperwork.
Add documents any time
Upload new records as you buy property, change accounts, or add beneficiaries.
Plan updates
Track amendments and restatements so you always know which version is current.
Annual review reminders
A yearly nudge so your free review does not get forgotten.
Why it matters
Documents nobody can find protect nobody
Most estate plans fail in practice for an ordinary reason: the family cannot locate the paperwork, or does not know it exists.
- One known location for every important document
- Access you control, granted only to whom you choose
- No filing cabinet to search through in a difficult week
- Included with membership at no additional cost
Become a member and claim your vault
Speak with our membership team, or begin your application online. An authorized attorney is part of every enrollment.
Mon – Fri, 8:00 AM – 5:00 PM PST