Client Benefits

DocuBank makes the documents that you create for your clients work. The DocuBank delivery system means your clients have someone on the clock for them 24/7.

Healthcare Directives

DocuBank provides easy access to all healthcare directives. This includes:

Living Will
Healthcare Proxy or Power of Attorney
HIPAA Releases
POLST or similar forms
Funeral Arrangements
and more

Emergency Wallet Card

Clients receive personalized card that lists your firm name, along with critical medical information. This includes:

Medical Allergies
Medical Conditions
Primary Emergency Contact
If a Medication List is included
A Custom Note
Trust Name

Vital Medical Info

By logging in after enrollment, clients can add their personal information to the My Medical Snapshot. This information can include:

Expanded Allergy Information
Medical Conditions and History
Specialists and Pharmacy
Medication List
Vaccination History and More

Online SAFE

Along, with the information delivered whenever a clients' information is requested. DocuBank also provides an online vault for their entire estate plan. DocuBank SAFE, provides storage, sharing and legacy options for important client files.

Trust/Estate Plan
Real Estate Info/Deeds
Financial Information
Personal Files
And More