Clients rely on you to maintain important life documents like wills, trusts and powers of attorney. Yet when there’s a life-changing event like a birth, divorce or adoption, they may not think to let you know. This is the time they need your advice the most:

Doc Haven combines reliable legal document protection with alert and notification services that let you provide your clients with top notch service.

•      Know when major life changes happen to your clients so you can be there to guide them at these important times
•      Save time by letting us execute the time-consuming searches for you. We can do finish faster and more accurately, letting you focus on your clients.
•      Avoid the worry and potential liability when a family member calls looking for a copy of your client’s will.
•      Store documents off site to protect against unforeseen events like floods, fire and earthquakes.
•      Make it easy for you and your clients to manage wills, trusts, powers of attorney, and other critical legal documents.
•      Store as many documents online as you’d like--securely--without having to take up valuable office space