Healthcare Directives, Delivered Instantly.

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

Join the hundreds of WealthCounsel members who protect their clients with DocuBank.

Protect Clients' Healthcare Wishes

DocuBank instantly delivers your clients' healthcare directives & info to doctors & hospitals. This reduces stress, clears up confusion, and helps clients receive the best care possible.

Healthcare info delivered instantly 24/7 online or by fax.

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

Can be used by client, loved ones, or hospital staff.

Request More Information

Marketing Benefits For Your Firm

Your WealthCounsel colleagues have been employing DocuBank's marketing benefits for over 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.
• Client communications remind clients you provided them with DocuBank.

• Unique benefit that sets your firm apart.
• Free brochures, video, newsletter content, and more!
• Website content distinguishes your firm from competitors.

• Family notifications help create next-gen relationships.
• Physician alert program connects you with doctors.
• Get notified when a client's card is used.

Strengthen Relationships

Stand Out from Competitors

Build Your Network

WealthCounsel 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!

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

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

Free Account Setup: Get 2 free client memberships when you set up your firm's account, and enjoy personal, hands-on training.

Benefits for WealthCounsel Members

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

Start Protecting Clients Today!

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

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