Our primary goal at Huck Bouma, PC is to develop a lasting relationship with you and your family. One of the best ways to stay connected is to make your private information accessible to you.
Since you are a Family Legacy Plan™ member, we have created a ClientDocx account for you. This account contains a secure document vault where you will find copies of your estate planning documents and where you can upload other documents to which you, your advisors or others can have access to them.
To review your private Estate Planning documents, input your Client Login # below and click Sign In.
If you have been granted permission to have to have access to a family member’s estate planning documents, please input your Username, Password, and then click Sign In.
If you have been granted permission to have access to a client’s estate planning documents, please input your Username and Password, and then click Sign In.