Client Services
For clients of Plan Smart Law Group
Contact Us
The best way to contact us is through the secure portal (see below). Email is second best.
Also, all of our attorneys set aside Office Hours just for clients each week, when you can schedule a quick phone or zoom call to talk to them directly and you know they'll be available. Click the button to view your attorney's upcoming Office Hours and to schedule a call.
To schedule an appointment (phone call, zoom, or in-person meeting) outside of Office Hours, please send a message through the secure portal to Plan Smart Staff or reach out to Candace, who handles all of our scheduling and client contact.
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Candace Dungan, Client Services (Executive Assistant/Paralegal)
Email: [email protected]
Phone: 425-502-6234 ext. 102
Address: 14205 SE 36th St Ste 100, Bellevue, WA 98006
If you need to mail us documents or anything else, or to visit.
Client Tools
Your Secure Portal via PracticePanther
When you initially retain the firm, you will receive an email granting you access to a secure portal through PracticePanther. You can see your account, view invoices, send secure messages, access shared files, etc. via the portal.
Client portal tutorials (for clients):
How do I log in to the client portal?
How do I use the client portal to communicate with my attorney?
How do I view invoices in the client portal?
How do I reset the password on the client portal?
How do I attach multiple files to a secure message?
Your Shared Folders via Dropbox
In most cases, you will receive a message via the secure portal with a link to a shared folder on Dropbox.com. We keep digital copies of your planning documents in your Dropbox folder.
Please note that anyone with the link can access and view your documents. That makes it easier for you to share documents with those people you designate—i.e., family members, financial advisors, other professionals, etc.
If you set up you own Dropbox account, you have even more you can potentially do with your folders.
How to create a Dropbox account?
Learn how to create documents, upload files and folders, and more
Find out how to move, rename, back up, and organize files and folders
Learn how to view, edit, and collaborate on files
Instructional Videos and Guides
During your planning process, you will be sent emails or given links to certain instructions, instructional videos, and other materials to help you with your estate planning.
You can access these pages and guides by clicking on the appropriate button.
