Healthcare Directives, Delivered Instantly.

Even the best-drafted directives will fail if they can't be found in an emergency.

Make sure your clients' healthcare directives & medical info are available when needed.

Why Your WealthCounsel Colleagues Provide DocuBank

• 24/7 access to healthcare directives
• Peace of mind for client and loved ones
• Ensures wishes are honored

• Adds value and differentiates your firm
• Strengthens client relationships
• Unique branding benefits

• Free account setup & discounted client memberships
• Integrated in Wealth Docx
• Personal training

Protect Clients

Marketing for Firm

Easy to Implement

Ready to Learn More About DocuBank?

Schedule a brief 15-minute conversation to see how DocuBank can help you protect your clients and grow your business

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WealthCounsel Members 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."

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

See DocuBank In Action

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

See DocuBank In Action

Schedule a Conversation

Schedule a 15-minute conversation to learn more about how DocuBank helps you protects your clients and build your practice.

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