The Best Toolkit for your practice
The Perfect Tool for Estate Planning and Elder Law Attorneys
After your clients have completed their estate documents, give them the gift of organization.
Why Make Docsbag part of Your Firm?
DocsBag Works Alongside You
Track Your Client's Documents
Make it easy for your clients to get you the documents you need. DocsBag helps your clients organize their files at home, ensuring compliance and making timelines easier to follow.
Security & Privacy
DocsBag ensures that the estate plan that you carefully created for your client is preserved, updated, and ready when they need it most.
Marketing Power
Becoming a DocsBag partner allows you to upsell your clients on a product that will offer additional value, while augmenting your own service offerings.
A COMPLETE, END-TO-END SOLUTION
We Cover Every Aspect of Organizing Important Documents
DocsBag covers the necessary basics while leaving room for additional documents and filings that you recommend for each particular case.
Real Estate
Cash Assets
Clients list their bank, credit union and investment account numbers, savings bonds, safe deposit box etc. on an Inventory Record so their family has the information they need at the client’s disability or death.
Estate Plan
Retirement Documents
Tax Returns
Three years of state and federal returns with supporting documents available for the tax preparer.
Miscellaneous Assets
DocsBag is the perfect method to store documents for vehicles, firearms, online passwords, and pets so everything is protected.
Our Satisfied Partners
Learn How Estate Planning and Elder Law Attorneys Use DocsBag to Enhance Their Services
See what lawyers have to say after recommending DocsBag to their clients.
Adrian M.
Birmingham, MI
“DocsBag has enabled my clients to stick closer to our plans and arrange things faster than ever before.”
Stephen A.
San Francisco, CA
“I recommend a DocsBag to every client now – it just makes sense.”
Jordan B.
Boston, MA
“DocsBag is the best way to make a complex and difficult elder planning process as straightforward as possible.”
Customer Rating
Have Partnership Questions?
Here are the most common questions law firms have about a DocsBag partnership.
A complete system to prepare your clients and their families for incapacity and death. With a DocsBag, your clients will get their affairs in order, and their family will have the necessary estate plan and other documents needed for those critical times.
- 12 folders
- 12 pre-printed labels
- 4 blank labels
- Master Checklist
- 50 blank Inventory Records
- Example Inventory Record
- Instructional booklet: “How to Prepare for the Inevitable/Getting Started with DocsBag”
The client also receives a link to our video walkthroughs.
No, everything your client needs is in the DocsBag, including downloadable and printable copies of additional Inventory Records.
Yes, we can imprint your information on the Bag. Get in contact with us for custom orders
The setup is fast and easy, it takes about 2-3 hours. However, locating the information to put in their DocsBag may take much longer, depending on how organized their documents are. Their estate planning documents can be added to the Estate Plan Folder at the conclusion of your final meeting.
Ready to Become a Partner?
Get in touch with us to see how the DocsBag process integrates seamlessly with your exiting estate planning practice.
