New Client Intake Questionnaires

Estate Planning Clients

For new Estate Planning clients, please click here or the button below to complete your Confidential Estate Planning Questionnaire. The link will take you to a landing page where you will be able to create your own account through one of my secure portals. You may use this link to start the intake questionnaire and sign back into it at a future time.

Estate or Trust Administration Clients

For new Estate or Trust Administration clients, please click here or the button below to complete your Administration Questionnaire. The link will take you to a landing page where you will be able to create your own account through one of my secure portals. You may use this link to start the intake questionnaire and sign back into it at a future time.

 

If you have engaged our firm to assist you with your legal matter, then we will set you up with Clio for Clients, our secure portal where you and I can message directly with each other and share documents with one another on any device (computer, tablet, mobile phone). This will allow us to keep all communications and files in one secure location rather than sending emails back and forth clogging your inbox. Once set up, clients can access the portal securely via Face ID or Touch ID, or their fingerprint if using the mobile app. 

Below are steps for getting you setup with Clio for Clients:

Step 1: You are only able to access Clio for Clients once I have sent you an invitation to your email. The invitation subject line will say: "New Document from Law Office of Lauren Rios," "New Folder from Law Office of Lauren Rios" or "New Message from Law Office of Lauren Rios."

Step 2: In the body of that email, click on the button "View Document," "View Folder," or "Read Message."

Step 3: You will be directed to a landing page where you will be prompted to enter your email address (this should be the same email address that the message or folder was sent to).

Step 4: Clio for Clients will instruct you to "Check your inbox" for another email which will have a direct link to the portal.

Step 5: In that email, click on the button "Sign in to secure portal."

Step 6: Once you are in the secure portal, you will see:

Your case overview and my contact information:

Messaging center where we can securely send confidential communications:

Document center where we can share documents. You can scan documents that are converted into a PDF and that are automatically cropped and adjusted for clarity. Documents can also be uploaded from other apps (e.g. Mail, Dropbox) or from your device's camera roll.