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Directive Communication Systems
A strategic alliance partner of our firm. Clients that chose to enroll in this service receive two important benefits: an encrypted portal by which to transfer sensitive electronic files between the client and our firm, and the ability to designate the disposition of various internet accounts on the death of a client. Below are some short training videos on this service.
DCS DEMO (A detailed walk-through and demonstration of the DCS service)
Manage Your Profile (A short walk-through of the system
PORTFOLIO DOCS (How to securely transfer sensitive financial documents with the law firm)
ADDING ACCOUNTS (A step-by-step guide of how to add accounts to your portfolio)
PORTFOLIO PLUS (How to download and install the Portfolio Plus Browser Extension)
ADD FINANCIAL ACCOUNTS
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