Pay a one-time fee of $99 to open the DocuCare account. $39 then is due on each anniversary until the account is closed. This fee covers the cost to ship the documents to us and to return them when your account is closed.

You can grant your attorney, family members, or any trusted party to inquire about your account details via  phone or email. Please click here to download the DocuCare℠ Request form. The form will need to be completed, signed, and mailed to us.

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℠

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.

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