Member Benefit

DocuBank
Immediate Access to Healthcare Directives & Emergency Medical Information - Anywhere, Anytime, 24/7/365

DocuBank provides instant access to advance directives & medical information and creates marketing opportunities for your firm. Find out more today.

Did you know that healthcare directives are unavailable in Electronic Medical Records more than 75% of the time?

You can make sure your clients and their loved ones have easy access to these vital documents by including a DocuBank Card in their estate plan. This handy card makes healthcare directives immediately available to hospitals worldwide 24/7/365 by fax and online. It also provides instant access to your client’s medication list, emergency contact information, allergies, medical conditions, vaccination log, medical history, and much, much more!

DocuBank has helped thousands of estate planning attorneys increase client retention by providing a low-cost, value-added service that clients appreciate. You can provide peace of mind for your clients and benefit from unique marketing features that reinforce your relationships with clients and generate referrals:

  • Your branding printed on client cards and correspondences
  • Clients see your logo and branding when they log in online!
  • Alert emails to family generate referrals for next generation business
  • DocuBank renewals can be a tangible addition to your client care or maintenance program

It’s easy to start protecting your clients with DocuBank! You’ll receive free brochures, sample cards, and personal onboarding for you and your team to help you add DocuBank to your firm’s workflow.

NAEPC members and members of local councils are eligible for a 63% discount on DocuBank! A one-year membership is just $20 per person (retail rate $55). Click here to set up your firm’s free account.

For more information, call 610-667-3524 or send them an email.


Watch the DocuBank Explainer Video to Learn More!

DocuBank Explainer Video from DocuBank on Vimeo.

01/28/22