Planning Ahead: Why We Love the MyCase Secure Portal
In honor of October’s “Computer Learning Month,” Widlast Legal is spotlighting our MyCase client portal and its benefits, particularly for existing clients and clients who remain members of our Continuity Program. Think of MyCase as a secure, digital vault for maintaining all estate planning and any case documents, similar to a doctor’s office’s online medical records. It ensures easy, round-the-clock access to important documents like wills, trusts, powers of attorney, and more.
Key Benefits
- Centralized Storage for Important Documents
MyCase acts as a repository for all estate planning documents. For clients in our Continuity Program (CP), it provides a convenient, organized way to maintain current versions of essential documents. It’s like having a virtual filing cabinet that you can access anytime, from anywhere. - Security First
MyCase prioritizes data security with encryption protocols that protect documents from unauthorized access. Clients can be confident their sensitive information is stored safely. - Sharing with Your Agents
With your permission, we can also share your digital documents with your selected agents so they have them immediately available in case of an emergency. Navigating the MyCase portal is straightforward, making it accessible even for those who aren’t particularly tech-savvy. - Added bonuses
With MyCase, you get more than just a document hub. Enjoy perks like receiving calendar invites, sending and receiving messages, accessing documents for review, securely signing certain documents digitally, paying invoices, texting, and more. All of these conveniences in one place!
Help at Your Fingertips
To make the MyCase experience seamless, Widlast Legal offers a handy Client Portal Guide available on our website: Client Portal Guide. Whether it’s uploading a document, sharing files securely, or handling invoices, we’ve got you covered.
Empowerment Through Technology
As we celebrate “Computer Learning Month,” consider how MyCase empowers you to keep your estate in order and always accessible. Because at the end of the day, technology is not about bells and whistles; it’s about making your life easier. So, here’s to organized, accessible, and secure estate planning, thanks to a little bit of tech.