Secure Access to Your Estate Planning Portal

Guide To The MyCase Client Portal

Secure Access to Your Estate Planning Portal.

Managing your financial life should be simple and convenient. The Plan With Julie Client Portal gives you secure, 24/7 access to important documents, messages, and information related to your estate planning journey.

Your Financial Information, Available Anytime

We understand that estate planning doesn't only happen during scheduled meetings. Questions arise, documents need to be reviewed, and important updates may need attention throughout the year.

Our secure Client Portal allows you to stay connected with our team while keeping your information organized and protected. Whether you need to upload documents, review planning materials, or communicate with our office, everything is available in one convenient location.

Secure Messaging

Communicate directly with our team through a protected environment designed to keep your information confidential.

Document Sharing

Upload and download financial documents securely without relying on email attachments.

Access Important Files

View estate planning reports, completed documents, and resources whenever you need them.

Track Progress

Stay informed about outstanding requests, completed tasks, and next steps in your planning process.

Convenient Access

Getting Started: Simple, Clear, Compassionate

1

Step 1: Receive Your Invitation

New clients will receive an email invitation with instructions for setting up portal access.

2

Step 2: Create Your Secure Login

Follow the prompts to establish your username and password.

3

Step 3: Access Your Information

Once registered, you'll be able to securely view documents, send messages, and manage information related to your financial plan.

4

Step 4: Stay Connected

Use the portal whenever you need to share documents, review updates, or communicate with our office.

Already a Client? Access Your Portal Here

The Client Portal provides secure access to your case information, shared documents, messages, and updates from our team. Log in anytime to stay connected and informed throughout your planning process.

Access Client Portal

Portal Access

For security reasons, portal access is available only to current clients who have received an invitation to register. If you have not received your portal invitation or need assistance accessing your account, please contact our office.

Contact Our Team