Directive Communication Systems

A strategic alliance partner of our firm.  Clients that chose to enroll in this service receive two important benefits: an encrypted portal by which to transfer sensitive electronic files between the client and our firm, and the ability to designate the disposition of various internet accounts on the death of a client.  Below are some short training videos on this service.

DCS DEMO (A detailed walk-through and demonstration of the DCS service)

Manage Your Profile (A short walk-through of the system

PORTFOLIO DOCS (How to securely transfer sensitive financial documents with the law firm)

ADDING ACCOUNTS (A step-by-step guide of how to add accounts to your portfolio)

PORTFOLIO PLUS (How to download and install the Portfolio Plus Browser Extension)

ADD FINANCIAL ACCOUNTS