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Services for Existing Clients
1
Preferred
Upload your documents to your SmartVault portal. We will receive a notification that documents have been uploaded, but if you wish, you can call, text or email to let us know when you have completely uploaded all of your documents.
2
Drop off your documents in person at our office. If you arrive during office hours, we will be happy to take your documents from you. If you arrive after hours, or if you prefer a contactless drop off, we have a secure lockbox on our back porch that will keep your documents secure until we collect them. Your documents will be returned when your return is completed.
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