Partner Program

Thank you for visiting our Legal Directives Partner Program page. Legal Directives, LLC partners with hundreds of the leading estate planning, elder law, and financial planning firms across the country. Our partner program is built to help client-focused estate planning, elder law, and financial planning practices thrive. We would welcome the opportunity to learn about your practice, and discover how we can partner with you to build your business. Again, thank you for visiting our Partner Program page and if you'd like to learn more about how Legal Directives can contribute to your success use the contact form to the right to begin working with us or to contact us with any questions.
Partner Program Contact Form

Features of the Legal Directives Partner Program

  • Customized wallet cards - your colors, your logo
  • Delivery of wallet cards to your clients within two weeks of enrollment
  • Branded fax delivered to clients primary care physician
  • Support team dedicated to the unique needs of estate planners
  • Complimentary client brochures
  • Special partner pricing
  • Customizable renewal dates for client memberships
  • Complimentary memberships for partner and partner staff

"I have been working with Legal Directives for years and consider them an integral part of my firm's client service. They are always responsive to my questions, and both I and my clients appreciate how quickly the wallet cards are delivered. I also benefit from their graphic design team. The custom wallet card branded with my firm's logo and colors keeps my firm top of mind with my clients and their loved ones. I would recommend Legal Directives for any estate planning, elder law, or financial planning practice wanting to provide top notch customer service to their clients."
- David Meredith
Meredith Law Firm

Partner Program Contact Form

How a Legal Directives membership works

Enroll

Complete an enrollment form and submit it via fax, mail or email to Legal Directives along with a copy of your healthcare directives and your emergency and physician information. Our team will create an account for you and upload your directives and information into your secure online account.

Receive Wallet Card

Once enrolled, we will mail you a wallet card containing instructions for retrieving your healthcare directives, emergency contacts and physician information. Included with the wallet card are stickers to place on your drivers license alerting emergency responders that your Legal Directives wallet card contains instructions.

24/7 Protection

The Legal Directives wallet card gives emergency responders and hospitals two ways to access your important healthcare directives and emergency contacts. They may use our automated phone system or login through an online portal. Either way, Legal Directives provides the directives needed in the case of an emergency.

Who uses Legal Directives

"One thing that has always concerned me while traveling is 'How will my healthcare directives be found if I have a medical emergency while traveling?' Legal Directives solves this problem."
- Jonathan F.
Legal Directives Member
"This service gives me great peace of mind. Legal Directives helps protect me in the case of a medical emergency by making my healthcare directives and emergency contact information available."
- Donna B.
Legal Directives Member
"As a college student, the Legal Directives Emergency Wallet Card makes both me and my family feel more secure."
- Morgan Y.
Legal Directives Member