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

Scott A. Williams has been recognized by Avvo.com as Supurb rated and a Clients' Choice estate planning 

© 2019 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

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