Client Portal
Securely access your documents, messages, invoices, and appointments—anytime, from any device.
Watch How It Works
Secure Messaging
Private, encrypted conversations with our team.
Documents & E-sign
Upload, download, and e‑sign paperwork in one place.
Invoices & Payments
View invoices and pay online through our secure system.
Appointments
Confirm dates and see what's next.
Here’s How it Works
- 1. Accept our invite. We’ll send you an email invitation to the portal.
- 2. Create your account. Set a password and sign in.
- 3. Log in anytime. Use the web portal or the mobile app to message us, view docs, and stay on track.
Prefer the App?
Need help with your portal?
- Reset/Forgot Password
- Email Our Team
- Call us
- Watch a Quick Tutorial
- Security Tip: Use Messages inside Clio for sensitive info.
We reply within 1 business day. For time‑sensitive matters, please call.
Secure Your Legacy — Start Planning Today
Whether you’re protecting your children, preparing for retirement, or making sure your wishes are honored, the right plan makes all the difference.
Serving California families across the Inland Empire & beyond.