Tips to help clients lighten up the conversation on advance care planning

By: Randi Siegel

My guest blog post this month for the American Academy of Estate Planning Attorneys offers some lighter ideas for ways family and friends can bring up the subject of advance care planning during the holidays. Read the full article here.

Click here to continue reading

December 15, 2015 | Advance Care Planning Tools | Comments(1)

New Facebook feature lets users assign a digital heir

By: Michael Wall

Facebook has introduced a new feature that gives its users more control over their Facebook pages after they pass away. Users can now designate a “legacy contact” to manage their account. The legacy contact must be an existing Facebook user, and they’ll be able to add a post to the top of the page to memorialize the person, change their profile picture, and accept new friend requests. 

Click here to continue reading

February 18, 2015 | Advance Care Planning Tools | Comments(0)

New Year’s Resolution: Employ Advance Directives Marketing This Year

By: Randi Siegel

My monthly guest blog post for the American Academy of Estate Planning Attorneys was just published! This month’s article is New Year’s Resolution: Employ Advance Directives Marketing This Year. It focuses on different outreach ideas for getting the word out about the importance of advance directives with both current and potential clients. You can read the article on the Academy blog.

Click here to continue reading

January 13, 2015 | Advance Care Planning Tools | Comments(0)

Colleague Corner: Jim McVittie on DocuBank and LGBT Clients

By: Tiffany Brown

In our first Colleague Corner post, Jim McVittie talks about one of the reasons he began providing DocuBank for his clients. 

In my area I specialize in serving the LGBT community. The main reason I started providing DocuBank is because a large portion of my client base consists of same-sex couples as well as unmarried opposite-sex couples. I recognized that their DocuBank membership, and the documents stored therein, would be an integral part in my client’s ability to prove the legal authority of the non-ill partner to physicians and hospital staff. In addition to the health care authorization forms that I prepare for my clients, DocuBank stores my client’s domestic partnership agreements, certificate of registered domestic partnership or marriage certificate.

As a result, my clients have not had any problems with their agent’s authority being recognized. In addition, a number of our clients are medical professionals, doctors, nurses, and emergency room physicians. I’m always amazed when those medical professionals tell me they wish everyone had something like DocuBank.

Click here to continue reading

June 18, 2014 | Advance Care Planning Tools | Comments(0)