Demonstration site: the people, contact details and documents are placeholders. How this demo works

Johns & Mathews Legal

Client Portal

Your estate plan with Johns & Mathews Legal: the guided workbook, your draft documents, your attorney's review and your signing appointment.

An older couple on their sofa at home, looking at a tablet together
Photo: Senior Living, CC0 1.0

Clients

Sign in

Use the email address your attorney has on file. We'll send you a six-digit code. There's no password to remember.

Sign in to the portal

New estate planning clients

Start your estate plan

Open your plan and start the guided workbook today. An attorney is assigned to you and reviews everything before you sign.

Start my plan

Demonstration: any name and email work, and nothing is charged.

The portal's Home screen: the client's attorney, the review progress and a booked signing appointment
The portal's Attorney screen: the attorney has asked the client a question

What the portal does

  • The workbook. One question at a time, saved as you go, on your phone or computer.
  • Your documents. Drafts of your will, powers of attorney and health care directives, updated whenever your answers change.
  • Your attorney. Send your plan for review when you're ready, and see where the review stands.
  • Signing. Your appointment at our office, and a record of what's been signed.
  • Your family. Choose who can see your plan, now or only in an emergency.

Screens from the demonstration portal, with made-up clients.

Your information

Your answers are stored for Johns & Mathews Legal and seen only by you, the people you choose to share with, and the firm's attorneys and staff working on your plan. Read our privacy notice.

Using the portal before you've signed an engagement letter does not make you a client of the firm. Your attorney-client relationship begins when we confirm it in writing.

Need help signing in? Call (203) 555-0148.

Was this page helpful?

Take the full demo survey (about 5 minutes)