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Financial Advisor's Say

Estate Planning Professionals Discuss DocuBank


Attorneys and Financial Advisors are impressed by the service DocuBank provides, as well as the message it sends to clients: "We do whatever it takes to make sure your legal documents work for you."

"DocuBank is part of every estate plan. It's virtually automatic. The power of attorney gets recorded and the living will gets registered with DocuBank .... I also appreciate that DocuBank checks with my clients each year to confirm the document and update their family phone numbers."
James R. Stull
Hackensack, New Jersey

"Our clients are motivated by our offer to include the cost of the DocuBank program as a part of the fee we charge to prepare the estate plan. The DocuBank program is an example of added value which sets us apart from other estate planners. It says 'we have an ever greater concern for you. ' "
Dan R. Morris
Morris, Hall and Kinghorn
Phoenix, Arizona

"DocuBank generates referrals. Clients are impressed by it and tell their friends. DocuBank is a value-added service. It sets us apart from the competition as more competent and concerned."
Bradley B Anderson
Anderson & Dorn
Reno, Nevada

"I give my clients a five-year gift. It's a way for me to show them that I am committed to making their documents work. It's not a come-on; they don't even know about DocuBank until the signing. Overwhelmingly, my clients think it's great."
John S. Pfarr
Counselor of Law
Providence, Rhode Island

"I tell my clients that there's a problem with the accessibility of their health care documents, then I solve it for them with DocuBank ..... This makes me a caring and thoughtful lawyer."
Jay Koenigsberg
Isicoff & Ragatz
Miami, Florida

"I had always thought there could be a problem in accessing health care documents in an emergency or while traveling. DocuBank answers that potential problem. Now I include a one-year DocuBank membership in each full estate plan. My clients are very pleased that we offer them DocuBank , and I think it comforts them to know that their care documents are readily accessible."
Thomas C. Sturgill
Elam, Miller, McKee & Caywood
Lexington, Kentucky

"It's totally worthwhile and a very nominal cost. It's a valuable service that becomes even more important as our clients age. It makes sense that, without DocuBank , documents wouldn't be readily available."
Jeffery P. Molever
The Molever Law Firm
Minneapolis, Minnesoto

"Our clients are very mobile and one of their fears is that they will be hospitalized and it will be impossible to get their Living Wills and Health Care Powers and other documents to them when they need them. I suggest DocuBank as a method to solve that problem."
Renno L. Peterson
Esperti Peterson
Sarasota, Florida

DocuBank is a registered trademark of Advance Choice, Inc.