Set up your Free Account to
begin providing DocuBank for your clients
& get 2 FREE Client Memberships!

NAELA Makes it Easy to Protect Your Clients!

NAELA 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!

NAELA Discount: Save 63% off the retail DocuBank price. A 1-year client membership is just $20 per person.

Seamless Software Integration: Print the client enrollment form directly from your drafting software to easily register your clients (see below).

Free Account Setup: Set up your firm's account and get 2 free client memberships.

Special Benefits for Your Firm

Healthcare Directives on Demand

The DocuBank Card delivers your clients' healthcare 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

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

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

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

Marketing Benefits For Your Firm

Your estate planning & elder law 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 remind clients that you provided them with DocuBank.

• Website content distinguishes your firm from competitors.
• Color brochures, video, and handouts inform & impress clients.
• Free newsletter, blog, & 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

Differentiate Your Practice

Grow Your Network

Integrated in Leading Software

DocuBank is integrated in the leading document-drafting software, which makes it easy for you to enroll your clients!

• Wealth Docx
• CounselPro
• Lawyers with Purpose Software
• Interactive Legal - Wealth Transfer Planning
• Planning Pro
• Beyond Counsel

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

See DocuBank in Action

Estate Planning Attorneys Love DocuBank!

"Not only is it a great service for the clients, but it helps in our marketing as well. Several times a year, your clients get reminded who you are and that you set up this service for them. Invaluable."

Michael Smith

Smith Barid, LLC

"Multiple clients ended up having to access their medical directives through DocuBank when they've been in the middle of an emergency, and they've come back to us and thanked us."

Catherine Hammond

Hammond Law Group

Barry Zimmer

Zimmer Law Firm

"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."

Start Protecting Clients Today!

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Set up your FREE DOCUBANK ACCOUNT to begin providing DocuBank for your clients & receive 2 FREE 1-YEAR CLIENT MEMBERSHIPS!