Client Portals

Because we treat asset protection planning as a set of tools, we feel it is important for you to have continuous access to these tools.

Woods Erickson’s ShareFile platform is a secure collaboration platform

  • Provides a secure archive of frequently-referenced documents such as operating agreements or trust certificates
  • Supports collaborative editing and what is called “versioning” of documents, avoiding confusion with iterated email attachments
  • Avoids placing sensitive documents into emails in the first place
  • Allows around-the-clock access to files without the need to request copies