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 my clients who do not 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
advance directives in an emergency.
- Of all legal documents, only
advance directives may be needed quickly for life and death decisions. But when needed in hospitals,
advance directives are not available in 74% of cases.
- Demonstrate that you are concerned about your clients' well-being, and build long lasting relationships.
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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 other advance directives) 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 a Financial Advisor Application (see link at 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 a financial advisor, you are eligible for a discount on Docubank fees. Please ask us about your discounted fees.
You have several billing options from which to choose:
A Value-Added Client Gift::
Most professionals choose to build the DocuBank fee into the "lump sum" fee for the services offered. In this program, your clients receive their Docubank membership, whether for one year or five years, as a gift from you as part of their plan.
A Discounted Offer:
You can bill your clients directly for the DocuBank fee, offering them your discounted rate.
A Revenue Generator:
You can bill your clients a rate that is somewhere between your discount and the retail rates. This way your clients still benefit from a discount and you make a modest “administrative fee” for the service.
A Gift Certificate:
As a special program just for estate planning professionals you can also contact us about a prepaid Gift Certificate option.
With each of these approaches, we will then contact your client to renew at the end of the initial membership period.
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| What about my clients who do not have a living will? |
| Using our Gift Certificate Option, you can still provide a membership to each of your clients. Contact us if you would like names of Estate Planning attorneys in your area who are affiliated with DocuBank. An account representative can help you with this opportunity.
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