Using Client Portal to Check Drafts

Name: Using Client Portal To Check Drafts - MWQ Estate Planning
Uploaded: 2025-06-09T14:39:53+00:00
Description: Reviewing your draft documents is now easier than ever! This video provides a clear, step-by-step guide on how to handle your drafts through our secure client

Reviewing your draft documents is now easier than ever! This video provides a clear, step-by-step guide on how to handle your drafts through our secure client portal. Learn how to receive your documents, review them carefully, make amendments or reject sections if necessary, approve them, and submit everything back in just a few easy steps.