Protection Plan

Client Access Login

Email Address
To access our questionnaire:
  1. Please click Register in the Client Access Login, and register an account. Once registered you will be able to log back in to modify your questionnaire at any time.
  2. Once you are registered, go to the "Services" drop-down menu at the top of the page, and select either the "Personal Estate Planning Questionnaire" or the "Family Protection Plan

Enter the email address registered to your account and hit Submit. You will be emailed a link to reset your password.