Ensure Clients' Directives Work When Needed
You pride yourself on preparing estate plans that reflect your clients' wishes. But clients usually don't have ready access to their healthcare directives in an emergency. How will their vital preferences be known, 24/7/365?
Be a hero. Ensure that doctors can get the healthcare directives you drafted. So your clients have peace of mind and their health care wishes can be honored.
Already a Partner?
Questions?
Partner Services
A Big Benefit at a Small Price
Adding DocuBank as a value-added benefit for your clients means benefits for your firm. DocuBank has been working with estate planning professionals since 1993 and is designed to help you convert prospects, retain existing clients and generate referrals. Ongoing client impressions, initial gifts and renewals as part of an ongoing client relations are just some of the ways DocuBank helps you strengthen your business.
Protect Clients 24/7
Healthcare Directives are an important part of the estate plan you create for your clients. Helping make end of life decisions and choose the person or people who will best speak for them in an emergency is no small task. Adding the delivery system that DocuBank provides means that those decisions will be there for your client when they are needed.
Be a Hero
Your firm is not 24/7. DocuBank is. Protecting your clients healthcare wishes, even when you are not available, sets you up to be a positive part of a medical emergency. Your firm branding means that clients carry your name and information into stressful situations, where you are part of the solution.
Boost Revenue
DocuBank adds value to the plans you create. The ongoing marketing on the part of your firm when DocuBank reaches out to clients, helps reinforce your relationships, and potentially, referral opportunities. For a small initial fee, DocuBank can help retain, refer and reinforce your client experiences.
Elevate Maintenance Program
Adding DocuBank renewals to your client maintenance program creates a tangible part of your program clients will enjoy. Clients renewed through an annual program also enjoy additional features which market and support your firm and the program you offer. DocuBank renewals have been part of successful client programs for over two decades - talk with us about how we add value to yours.
Custom Branding
Reinforcing your brand is integrated into all we do at DocuBank. Your firm information appears on your clients' cards, is mentioned in client mailings and can be the top of the landing page whenever clients log in to docubank.com. Add your logo, and personalized information so your brand is top of mind with clients.
Easy to Use
We have been working with estate planning professionals for more than 30 years. Our streamlined onboarding process is easy and customized to your needs and time. The DocuBank enrollment form is integrated into most estate planning software so that enrolling clients is fast and simple. Our team of firm support specialist is available to you at each step along the way and will help you make the most of DocuBank for your client and your firm.
