Set up your Free Account to begin providing DocuBank for your clients & get

2 Free Client Memberships!

FIRM SETUP FORM

The Academy Makes it Easy to Protect Your Clients!

Advance Directives On Demand

The DocuBank Card sends your clients' advance directives & vital medical information to doctors & hospitals. This reduces stress, clears up confusion, and helps clients receive the best care possible.

Protect Clients' Health Care Wishes

Advance directives & medical info available instantly 24/7 online or by fax

Includes advance directives, medication list, emergency contacts, medical history, conditions, allergies, & more!

Card can be used by client, loved ones, or hospital staff

The American Academy of Estate Planning Attorneys makes it easy and affordable to protect your clients with DocuBank. You'll receive 2 free client memberships when you set up your firm's free account!

Academy Discount: Save 70% off the retail DocuBank price. A 1-year client membership is just $16 per person.

Software Integration: You can print the client enrollment form from CounselPro! Register your clients in minutes!

Free Account Setup: Set up your firm's account and get 2 free client memberships & enjoy personal, hands-on training.

Benefits for Academy Members

Marketing Benefits For Your Firm

Your estate planning colleagues have been taking advantage of DocuBank's marketing benefits for 30 years to build stronger relationships with their clients.

• Your firm's branding printed on clients' cards.
• Clients see your logo when they log in online.
• Letters & emails sent reinforce your relationship with clients.

• Brochures and client video
• Website content to help attract new clients
• Newsletter, blog, and social media content.

• Referral program introduces you to clients' loved ones.
• Physician alert program connects you with doctors
• Get notified when a client's card is used!

Build Relationships

Free Marketing Materials

Grow Your Network

Watch the video to learn more about how DocuBank protects your clients.

See DocuBank In Action

Academy Members Love DocuBank!

"People don't realize if their documents are home and there is a medical emergency, the documents are useless. DocuBank helps clients understand and feel that you are thinking about their total needs, and it helps distinguish and separate you."

Barry Zimmer

Zimmer Law Firm

"My father had a stroke and my sister drove several hours to visit him in the hospital. When she arrived, she realized she forgot his directive. Now I provide DocuBank for my clients to spare them the stress and frustration my family endured."

Stephanie Steele

Steele Law Firm

Edward Lovato

Lovato Law, P.C

"Our clients tell us all the time about how grateful they are to have their emergency healthcare documents at their fingertips. Our firm prides itself on providing peace of mind for our clients, and DocuBank makes it easy for us to deliver on that promise."