Helpful links for current clients.
Our client portal is how we securely share documents. Enter your email for a secure link that is valid for 60 minutes. You can upload documents here, and we will share your drafts here as well.
Any questions? Email us at info@modernwills.com
For help with Clio for Clients: You can give Clio a call directly at 1-888-858-2546 or visit their online support resources.
Payments can be made any time by sending an e-transfer to payments@modernwills.com.
If you prefer to pay by credit card, you can click on the personalized payment link provided with your invoice (which will automatically populate your specific invoice information), or you can click below any time to make a payment (you will need to enter the payment amount). You can also give us a call to pay over the phone.
The Modern Wills Vault (powered by BePrepared) is a secure cloud storage platform where you can keep all your digital records. In the event of your death, we quickly and securely delivery the chosen assets to the people you selected in advance.
If you have set up a vault with us and would like to access it, click the link below.
More info here.
Are you looking to schedule a meeting?
Once you sign an engagement letter, all of our booking links are personalized to you. Please reference personalized correspondence from us to access your booking links, or feel free to send us an email any time to info@modernwills.com.