Client Services

For clients of Plan Smart Law Group

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Contact Us
Secure Portal
Shared Folders

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 or an email.

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John Anderson, Esquire

Email:¬†[email protected]

Phone: 425-502-6234 ext. 101

View Office Hours | Schedule Appointment

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Seth Lubin, Esquire

Email: seth@plansmartlaw.com

Phone: 425-502-6234 ext. 103

View Office Hours | Schedule Appointment

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Katherine Middleton, Esquire (licensing pending)

Email:¬†[email protected]

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Candace Dungan, Client Services (Executive Assistant/Paralegal)

Email:¬†[email protected]

Phone: 425-502-6234 ext. 102

Tina Estes, Client Services (Executive Assistant/Paralegal)

Email:¬†[email protected]

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.

Login to the Secure Portal

Please note: We recently migrated our client folders from Box.com to Dropbox.

If you had files on Box.com and have not yet received a link to your new shared Dropbox folder, please contact one of our staff members, and we'll send you a link.

Your Shared Folders via Dropbox

In most cases, you will receive an email inviting you to a shared folder through Dropbox.com. This allows you to upload documents (i.e., financial statements and other information) securely. We also keep digital copies of your planning documents in your Dropbox folder.

When you get the email inviting you to the shared folder, you will need to set up a new (free) account with Dropbox.com if you don't already have one.

Login to Dropbox.com