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.

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

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.

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

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

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 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.

What’re you waiting for?

Get Details About Our Law Firm Partner Program

Frequently Asked Questions

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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