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Ultimate Estate Planner Makes it Easy to Protect Your Clients!

The Ultimate Estate Planner makes it easy and affordable to protect your clients with DocuBank.

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 3-year membership. Just $44 per person.

Free Account Setup: Set up your firm's account & enjoy personal, hands-on training.

Special Benefits for Your Firm

Healthcare Directives on Demand

The DocuBank Card sends 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 advance 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 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

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."

Start Protecting Clients Today!

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