How do I close my DocuCare℠ account?

For couples, if joint, both users must fill out the DocuCare℠ Request form and provide a delivery address to receive the original documents. For singles, the Trustee must fill out the DocuCare℠ Request form and provide a delivery address to receive the original documents. For surviving spouses, the surviving spouse must fill out the DocuCare℠

By |2025-06-03T10:50:03-04:00June 3rd, 2025|, |0 Comments

How often should I update the documents in DocuCare℠?

It is advisable to review and update your documents anytime you amend your estate planning, especially after significant life events such as marriage, divorce, the birth of a child, or the acquisition of new assets. Keeping your most up-to-date current documents ensures that your estate plan reflects your most recent wishes and circumstances.

By |2025-06-03T10:50:03-04:00June 3rd, 2025|, |0 Comments

What happens to my DocuCare℠ account if I’m incapacitated?

To authorize request access to the account or closure of the account, we require one of the following: A signed DocuCare Request form, a copy of a court-issued guardianship or conservatorship order that explicitly grants you the legal authority to manage and close their accounts or a valid power of attorney document that specifically authorizes

By |2025-06-03T11:42:02-04:00June 3rd, 2025|, |0 Comments
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