Omega Planners

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An estate plan is only as good as the day someone has to use it.

Client files, product placement, opening letters, and the bi-weekly open-item run — in one place, so nothing on a file goes quiet.

One fileper client

Every other Wednesdayopen-item report

Client & agentboth copied

Sign in

Admin and agents use their Omega email. Clients use email or file ID (for example PARTRIDGE-RO-3). Notaries use the email on their commission record.

Email or file ID Password I forgot my password. Send a reset link by text or email instead.

The reset link goes to the mobile number or email on your file and expires in 24 hours. Staff, agents, clients, and notaries can all use this page.