Bundle of 10 DocuBank 3-Year Memberships

🔒 Help Your Clients (and Their Loved Ones) Ensure Immediate Access to Their Important Legal Documents in an Emergency

Make Sure Your Clients’ Estate Plans Work When They Need Them Most

As an estate planning professional, you don’t just draft documents—you empower clients with protection and peace of mind. But that protection only works if their documents are delivered in the moments they matter most.

DocuBank ensures your clients’ key healthcare and estate documents are delivered instantly and securely, 24/7/365, to hospitals, doctors, or loved ones—wherever they are. No scrambling. No delays. Just fast, secure delivery of what matters, when it matters most.

Why Should You Offer DocuBank?

🔐 Protects Your Plans: Ensures your clients’ documents are available in emergencies.

📞 Keeps You Top of Mind: Each DocuBank card includes your firm’s branding and contact info.

🔁 Drives Client Engagement: Automatic reminders when memberships expire help bring clients back in for plan reviews.

💼 Enhances Your Services: Adds tangible value to your estate plans, showing clients you go the extra mile.

We’ve partnered with DocuBank to bring you an exclusive, one-time offer of a bundle of 10 Three-Year DocuBank Memberships for an introductory offer to receive a significant discount on this bundle. Regularly retailing for $150 per membership, this is the lowest rate available!

Here’s What Each 3-Year Membership Includes:

• 24/7/365 emergency access to advance directives and healthcare documents
• Personalized wallet card for instant access
• Secure digital storage for legal documents, emergency contacts, medications, and more
• Annual expiration reminders to keep estate plans current
• Your firm’s name and contact info are printed on the card

💼 How You Can Use This Bundle:

• Bundle with your estate planning packages
• Add value to Client Review or Maintenance Programs
• Use as a client appreciation gift
• Incentivize referrals or new consultations
• Offer as part of a limited-time promotion

⚠️ IMPORTANT NOTE TO QUALIFY FOR PURCHASE:

In order to qualify for this offer, you must meet the following requirements (confirmed during checkout).

• You cannot be an existing DocuBank partner (or anyone else in your firm).
• Only one(1) purchase per law firm.
• You must agree to DocuBank’s Provider Terms & Conditions

Questions? Need help getting started?
We’re happy to support you! Just contact our team for guidance on how to seamlessly integrate DocuBank into your client services and get a one-on-one demo with a DocuBank representative to learn more about how to add this wonderful service to your estate planning practice.