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Client Resources

Fillable PDF Forms for Current Clients:

Please use the links below to complete your worksheets online, then print or save as a PDF and return to our office so we can finalize your estate plan for our signing meeting.  You may use the Hightail Uplink below to submit your documents securely and electronically to our office.


Clio Connect

Our firm uses Clio Practice Management Software to enable file sharing with our clients through a secure portal where clients have access to shared documents and messaging.

As a current client you may have set up an account with Clio after receiving an invitation from our firm. Once your account is set up, you can use this link in the future to access your documents and send us secure messages: Login to Clio Connect 


Hightail Uplink

If you’d prefer to send us any documents electronically, you may use following URL to securely share them on our Hightail Uplink page


DocuBank

If you have a DocuBank account that allows Immediate Access to Healthcare Directives & Emergency Medical Information, you may view, update or renew your personal membership information by following the link below:

DocuBank Access


The Law Office of Cassandra C. Massey, P.C. is located in the City of Alameda, Alameda County, and serving the Counties of Alameda, Contra Costa, San Mateo, Marin, Santa Clara, Sonoma, Napa, Solano & San Francisco Bay Area.



© 2017 Law Office of Cassandra C. Massey, P.C. | Disclaimer
1151 Harbor Bay Parkway, 206E, Alameda, CA 94502
| Phone: 510.992.6773

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