Emergency Card Ι Marketing Ι WealthCounsel Benefits Ι Testimonials
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Prepare Your Clients for a Medical Emergency
Give your clients & their health care providers instant access to their emergency information and advance directives with DocuBank.
Prepare Your Clients for a Medical Emergency
Give your clients & their health care providers instant access to their emergency information and advance directives with DocuBank.
Emergency Card For Clients
- Advance directives, medication list, vaccination record, medical conditions, & more instantly available.
- Information available 24/7 online or by fax.
- Usable worldwide by client, family, or hospital staff.
Marketing Benefits for You
Your WealthCounsel colleagues have been taking advantage of DocuBank's marketing benefits for over 20 years to build stronger relationships with clients and build their practices.
Build Relationships
- Your firm's branding printed on clients' cards.
- Clients see your logo whenever they log in online.
- Letters and emails to clients remind them that you provided the service.
Free Marketing Materials
- Full-color brochures and professional video.
- Website materials to help your site stand out.
- Newsletter, blog, and social media content.
Grow Your Network
- Referral program introduces your firm to clients' loved ones.
- Connect with doctors with physician notification program.
- Get notified whenever a client's card is used!
WealthCounsel Benefits for Your Firm
- WealthCounsel Discount: Save 67% off the retail DocuBank price. A 1-year client membership is just $18.
- Wealth Docx integration: Print the client enrollment form from Wealth Docx. This makes it easy to sign up your clients!
- Free Account Setup: Set up your firm's free account and get 2 free client memberships!
WealthCounsel Members Love DocuBank!
Hundreds of your WealthCounsel colleagues are already providing DocuBank for their clients.
"Not only is it a great service for the clients, but it helps in our marketing as well. Several times a year, your clients get reminded who you are and that you set up this service for them. Invaluable."
Michael Smith
Smith Barid, LLC
"I've had multiple clients who ended up having to access their medical directives through DocuBank when they've been in the middle of an emergency, and they've come back to us and thanked us for getting them signed up in DocuBank in the first place."
Catherine Hammond
Hammond Law Group
"I can't count how many times our offices get calls from our clients reporting the ease of use and convenience DocuBank service provides in the midst of stressful medical emergencies. Accordingly, your service has contributed to the good reputation of our law firm."
Louis Pavone
Pavone Law Group
About DocuBank
DocuBank is the country's oldest and largest advance directives registry with more than 350,000 members.
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