Client Portal
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WHAT WE’LL NEED TO EVALUATE YOUR CASE
Document Checklist
1. Copy of your Trust or Will
These documents give us important information essential to figuring out if you have a legal case to pursue. Without these documents, we are not able to evaluate your matter as much of the information we need is contained in these documents.
DOWNLOAD SAMPLE REQUEST LETTER2. Trustee Notification Letter
The trustee notification determines how long you have to protect your rights, as there is a time limit based on when it was sent to you. Also, it identifies whom we need to contact and their location to respond on your behalf. It is a very important document.
3. Other documents related to your case
Often there are notes, deeds to properties, amendments, bank statements, and other documents that clarify information we need to evaluate your case and the value of the estate.
FREQUENTLY ASKED QUESTIONS
FAQs
How do I upload documents to the portal?
In order to start uploading documents for your case, you’ll need to sign up for an account — using a username and password. We’ll notify you when your portal access is confirmed. Then, you may log in and upload documents related to your case.
What does the Trustee Notification look like?
Below is an example showing a blank Trustee Notification Letter (click to enlarge).
