Your DocuBank Card can now hold your Medical Snapshot

As a client of our firm, you received a DocuBank Emergency Card when you completed or upgraded your estate plan. We gave you this card to protect you. With it, your doctors can get immediate access to your important “Advanced Health Care Directive” and “HIPAA Authorization”, and enable your appointed health decision maker to step in immediately and handle critical decisions when you no longer can.

DocuBank has added a new feature to the Card that we want to bring to your attention.

This feature, called MY MEDICAL SNAPSHOT, lets you share your complete medical story with ERs, hospitals and doctors when they ask for it (and they will). The critical medical information you can share includes your Surgeries & Hospitalizations, Medical Conditions and History, Allergies, Family History and full list of your Specialists, in addition to the Medication List that has already been available.

It seems clear that the more medical information doctors have about us, the better the care we have an opportunity to receive. This My MEDICAL SNAPSHOT tool may be especially helpful for those of us (and our family members!) who find it challenging to remember our entire medical story.

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My MEDICAL SNAPSHOT is available to DocuBank cardholders who have a “COMPLETE” level membership. If you’re still in you initial membership term through our firm, you have a COMPLETE membership. If you renewed your membership at DocuBank’s “BASIC” level (as opposed to your “COMPLETE”) and would like to use My Medical SNAPSHOT, you can contact DocuBank about upgrading your membership for free until October 1, 2018 at [email protected].

If you have questions about this new benefit, please contact DocuBank directly toll-free at 1-866-362-8226. They have real people available to answer your questions from 6 am to 2 pm Pacific time. Be sure to say you were referred by Kavesh, Minor & Otis.

(Note: If you are a client of ours and don’t have this Emergency Card, or may have let it lapse, or are unsure about either, the person you speak with at DocuBank can help you). Give them a call right away!

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If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. Our estate planning law firm proudly serves clients throughout California from our main office in Torrance, as well as those in Redondo Beach, Manhattan Beach, Hermosa Beach, Segundo, San Pedro, and Rancho Palos Verdes.

Philip J. Kavesh

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.