How to Use Our Secure Client Portal

If you have already met with one of our Client Engagement Specialists and have decided to move forward as a client, please watch the short video below. This video explains how to enter your information into DecisionVault, our secure online client portal. DecisionVault is used for estate planning, estate administration, and fiduciary litigation matters, and allows you to safely share information and documents with our firm. Using the portal helps ensure that your matter is handled efficiently, accurately, and with the highest level of confidentiality.

Jeffrey L. Bloomfield Founding Attorney

Jeff is a highly dedicated and accomplished lawyer with a wealth of experience in various areas of law, particularly focusing on tax, estate planning, and estate administration. His expertise and genuine passion for charitable planning make him a sought-after advisor for families looking to structure their initiatives using trusts.

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