Legal Directives memberships to elevate client care, strengthen relationships, and enhance practice value—while giving clients 24/7 access to their healthcare directives through an emergency wallet card.
The Legal Directives Medical Access Program ensures your doctors and family have instant, secure access to your healthcare instructions when they’re needed most.
Health Care
Power of Attorney
HIPAA Authorization
Emergency Contacts
Allergies
Medical Conditions
Your custom-branded client solution is just the beginning. With Legal Directives, you can launch quickly, strengthen client relationships, and deliver real value—all without adding to your workload.
You don’t need a large team or technical expertise to get started—just a commitment to your clients and a desire to provide exceptional service.
Our professional design team works with you to design a custom Emergency Medical Information wallet card that reflects your brand and represents your law firm to clients. Our team guides you every step of the way.
We’ll guide your firm step by step to seamlessly incorporate our enrollment form into your estate planning workflow, ensuring every client receives their Legal Directives Emergency Wallet Card promptly and without extra effort on your team’s part.
Easily choose whether your firm manages renewals on your clients’ behalf or gives clients the flexibility to renew themselves. This allows you to maintain control and streamline processes while empowering clients to take charge of their own renewals when it makes sense.
Drafting healthcare directives and safeguarding clients in critical moments is central to your practice. With a Legal Directives membership, you provide protection and peace of mind, building lifelong trust—and a stronger, thriving practice.
Special financial professional pricing
Customized wallet cards
Complimentary client brochures
Advance directives delivered to client’s doctor
Customizable renewal dates for client memberships
The Legal Directives membership and wallet card create meaningful, ongoing touchpoints, strengthening your client relationships beyond regular meetings.
Your personalized wallet card connects clients to your firm and spreads your brand through referrals.
Clients associate your firm with thoughtful, proactive support that addresses both their financial and personal health.
We sign everyone up for the first year automatically…just makes a world of sense…walking around with your advance medical directives in your wallet when you need it.
– Paul B.
From the very beginning…when you want it to work, it actually works. We’ve made it part of our legacy program. We enroll all of clients in Legal Directives.
– Matthew M.
24/7
Accessible Protection
The wallet card gives emergency responders and hospitals two ways to access your healthcare directives and emergency contacts.
Legal Directives provides a system for immediate, 24/7 access to your healthcare directives and vital medical information, ensuring that physicians, emergency medical personnel, and family members have your instructions when needed most.
You can store important documents and information, including your Health Care Power of Attorney, Living Will, HIPAA Authorization, Emergency Contacts, Physician Information, Allergies, and Medical Conditions.
After enrolling, you receive a wallet card that provides emergency responders and hospitals with two methods for access: an automated phone system or a secure online portal to retrieve your documents and contact information.
The process involves three steps: Enroll (complete a form and submit your directives), Receive Wallet Card (which includes stickers for your driver’s license), and 24/7 Protection (with access provided through the wallet card instructions).
The service is used by Adult Members and College Students who wish to protect themselves by ensuring their legally prepared healthcare directives are available instantly in the event of an unforeseen medical emergency.
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