New Client Portal Feature

The Taormina Firm offers clients a new, custom-built Client Portal for securely accessing estate planning documents.

September 11, 2022

The Taormina Firm is excited to announce that it now offers clients a custom-built Client Portal! The Client Portal will allow clients to securely access their Estate Planning Documents, find important information relating to their Estate Plan, and schedule appointments with The Taormina Firm.

As technology evolves, and as more and more people seek online resources when it comes to estate planning, The Taormina Firm believes that it is important to keep up with current trends. Granting clients the ability to access their Estate Planning Documents securely from anywhere in the world is of the utmost importance to us. Furthermore, our Client Portal is SOC 2 and HIPAA compliant. This means that the information included in the Client Portal should be secure. Of course, clients are encouraged to report any "phishing" schemes or other attempts to access their Client Portal.

If you would like for The Taormina Firm to set up an account on the Client Portal, please contact Vince Taormina at vince@thetaorminafirm.com, and we will begin the process of setting up your access.

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