Prepare Clients for a Medical Emergency

Give clients & their health care providers instant access to their emergency information & advance directives.

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 Ultimate Estate Planner 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!

Ultimate Estate Planner Discount: Save 67% off the retail DocuBank price. A 1-year client membership is just $18 per person.

Exclusive UEP Rate for 3-Year Review: Sync your clients' memberships with Phil Kavesh's Free Service Package model with a 3-year membership. Just $44 per person.

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

Special Benefits for Your Firm

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

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

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

Louis Pavone

Pavone Law Group, P.C

"I can't count how many times our offices get calls from clients reporting the ease of use and convenience DocuBank provides in the midst of stressful medical emergencies."