Why
should I provide DocuBank®
to my clients?
How does DocuBank®
work?
How do
I enroll my clients?
How do I
bill for DocuBank®
services?
What
about clients who already have a living will? |
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| Why
should I provide DocuBank® to my clients? |
- Build your clients' confidence
that you have planned for every contingency, including how to
obtain living wills in an emergency.
- Of all legal documents, only a
living will may be needed quickly for life and death
decisions. But when needed in hospitals, living wills
are not available in 74% of cases.
- Demonstrate that you are concerned
about your clients' well-being, even after they have left your
office.
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| How
does DocuBank®
work? |
- Your clients carry their
DocuBank® Emergency Card in their
wallets.
- DocuBank® transmits
clients' living wills (and/or health powers of attorney) to the
hospital within minutes of hospitalization, anytime, day or
night, anywhere in the world.
- DocuBank® also
provides the hospital with the names and telephone numbers of
key family members and primary care physician.
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| How do
I enroll my clients? |
- Complete an Attorney Application.
(see the link on the left).
- Complete the enrollment form.
(This is an automatic step when you copy the enrollment form to
your word processing system)
- Tell your clients about the
benefits of DocuBank®.
- Mail the enrollment form, a copy
of the living will (and/or health care power of attorney or
other advance directives) and your payment.
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| How do
I bill for DocuBank® services? |
As an
attorney, you are eligible for a discount on Docubank®
fees. Please ask us about
other discounts for which you may be eligible. You have two billing
options from which to choose:
(1) You can bill your clients directly
for the DocuBank®
fee. We will then contact
your client to renew at the end of the initial
membership period.
(2) Most attorneys choose to build the DocuBank®
fee into the “lump sum”
fee for the estate plan. In that program, your clients receive their
Docubank® membership,
whether for one year or five years, as a gift from you as part of
their plan. |
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| What about
my clients who already have a living will? |
|
Clients for whom
you have completed a living will in the past can also
receive DocuBank® services.
You can offer to provide a membership to each one, or you
can inform them about DocuBank® as
a means to stay in touch with them. An account
representative can help you with this opportunity.
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