As I’m sure you can tell by now, we do more than just create documents and send you on your way. We want to make sure the plan we put into place together works for you. This is a service that makes sure you can access your documents when you need them.

We know you probably won’t want to carry your advanced directives around with you, but that means it could be a hassle for your family to track them down if there’s an emergency.

We want to be sure you’re prepared, so you’ll get an Emergency Card to carry in your wallet. If you have to go to the hospital, you or your doctor can use the card 24 hours a day, 7 days a week, anywhere in the world to get a copy of your advanced directives. This way you, and your loved ones, won’t have to worry about where your documents are.

Your DocuBank membership also includes cloud-based storage called SAFE, where you can store all of your estate planning documents and other important files. Your SAFE will let you access your files from any computer or tablet and also share them with your loved ones. So for example, you could create a SAFEShare account for your son/daughter and then share certain files with them.


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Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
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