Protect Your Clients
Enhance Your Practice

Tailored for premier estate planning and elder law firms, our Law Firm Partner Program empowers you to deliver unmatched peace of mind to every client.

Transform Your Client Experience with Legal Directives

Partnering with Legal Directives and providing clients 24/7 access to their healthcare directives is simple and stress-free. We’ll help you get started quickly, integrate our service smoothly into your estate planning process, and strengthen your firm’s client relationships and community reputation — without adding to your team’s responsibilities.

You don’t need to expand your staff or overhaul your current process. All it takes is a shared commitment to exceptional client care.

We’ll manage the details. Here’s what to expect:

01

Design Your Branded Wallet Card and Member Portal Experience

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.

02

Make Client Enrollments a Natural Part of Your Process

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.

03

Set Renewal Preferences That Work for Your Firm

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.

04

Deliver Exceptional Client Experiences and Grow Your Practice

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.

Interested in How Estate Planning Law Firms are using Legal Directives?

Discover how one firm turned Legal Directives into stronger relationships, more referrals, and happier clients.

If you are interested in adding a formal client maintenance program to your practice, we can help. Click on the link below to learn how leading firms are building and maintaining vibrant client maintenance programs.

Benefits of the Law Firm Partner Program

Special law firm pricing

Customized wallet cards

Complimentary client brochures

Advance directives delivered to client’s doctor

Branded client portal

Customizable renewal dates for client memberships

Discover why hundreds of law firms use Legal Directives

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.
Estate Planning Attorney

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 our clients in Legal Directives.

– Matthew M.
Estate Planning Attorney

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
Immediate Access

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

Living Will

HIPAA Authorization

Emergency Contacts

Physician Information

Allergies

Medical Conditions

What can Legal Directives do for your Law Firm?

Strengthen Client Relationships

Build long-term trust and loyalty. By offering clients a practical way to store and share their healthcare directives, your firm provides peace of mind that extends beyond document preparation — keeping your firm connected and valuable long after the initial signing.

Differentiate Your Practice

Stand out from competitors. Most firms stop at document creation. You go further by ensuring those documents are accessible when needed most. This added value positions your firm as modern, proactive, and client-centered.

Increase Efficiency Without Adding Work

Seamless setup, no extra admin. Legal Directives integrates easily into your existing process. Our partner tools and resources make it simple to enroll clients, manage participation, and offer this premium benefit — without adding to your team’s workload.

Create New Revenue and Referral Opportunities

Turn planning into an ongoing relationship. Offering Legal Directives helps you generate recurring revenue or value-added service packages, while also deepening connections with healthcare providers, financial planners, and community partners who recognize your firm’s proactive client care.

Trusted by leading estate planning organizations.

Wealth Counsel

Frequently Asked Questions

Legal Directives provides a secure way for your clients to store and access their advance healthcare directives when they are needed most. Clients receive an Emergency Wallet Card that provides immediate access to their important healthcare documents, helping ensure those documents can be found quickly during a medical emergency.

Creating healthcare directives is only part of the process—the documents also need to be accessible when they are needed. Legal Directives gives your clients a simple way to keep their documents available while providing your firm with an additional way to demonstrate ongoing value and client care.

Your client receives a personalized Emergency Wallet Card that they can keep in their wallet or purse. The card provides a way for authorized medical personnel to quickly access the client’s stored healthcare directives, helping eliminate the uncertainty of where important documents are located during an emergency.

No. Legal Directives is designed to make the process easier for both the law firm and the client. Once the client’s documents are properly uploaded and stored, Legal Directives provides the secure access system and Emergency Wallet Card, allowing clients to have their information available when they need it.

Getting started is simple. Law firms can incorporate Legal Directives into their client experience as part of their estate planning and ongoing client-care process. Contact Legal Directives to learn more about offering the service to your clients and creating a customized program for your firm.

Latest Articles

In a recent article, The American Heart Association highlights the importance of healthcare directives for patients: “Before providing care, hospitals are required by law to...

Advance healthcare planning is widely recognized as an essential part of adult life planning. Documents such as living wills and healthcare powers of attorney allow...

Advance directives are a critical part of patient-centered care, allowing individuals to document their preferences for medical treatment if they become unable to speak for...

Contact Legal Directives Law Firm Partner Program