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!

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.