Connect 2A

In our continuing efforts to provide you with the best and most efficient service possible, we are excited to announce the launch of our secure and confidential electronic database service.  The database service is provided to us by, LLC (“Connect2A”).  The Connect2A service allows us, your financial advisor, and your accountant to securely gather and update personal and financial information over the internet during the planning, lifetime maintenance, and after-death administration of your estate and financial plan.  All information contained in the electronic database is kept under the highest level of confidentiality by both Connect2A and us.  Your personal and financial data cannot be shared with anyone without your prior written or electronic consent.

With this service, you are able to track and update our records with your personal and financial information with greater ease and efficiency for your annual meetings.  The service will be available to you year-round and the information can be viewed, updated, and printed by you at anytime.  You will have access to an electronic messaging center to securely communicate directly with us and/or each of your trusted advisors.  The service provides you with the unique opportunity to aggregate and track all of your net worth in one location and the opportunity to share it with your team of professional advisors.

Connect2A Login

Gadzo Law, P.C. assists clients throughout Santa Clara County, San Mateo County, Alameda County, San Francisco County, and Santa Cruz County and also in Palo Alto, Atherton, Portola Valley, Woodside, Los Altos, Mountain View, Sunnyvale, Menlo Park, Redwood City, Belmont, San Carlos, Burlingame, Cupertino, Saratoga, Los Gatos, Campbell and San Jose, California.

© 2019 Gadzo Law, P.C. | Disclaimer
220 State Street, Suite E, Los Altos, CA 94022
| Phone: 650-397-9300

Estate Planning | Advanced Estate Planning | Special Needs Planning | Probate / Estate Administration | Pet Trusts | Residential Real Estate | | Resources

FacebookLinked-In Company

Legal Website By
Zola Creative