DocuGuardian is a secure, digital platform designed to help families organize, manage, and share important documents and memories. For professionals, it provides a value-added service that enhances client relationships, drives engagement, increases revenue and retention, and offers a competitive edge in the growing legacy planning market.

DocuGuardian is ideal for professionals in legal services, insurance, estate planning, trust companies, family offices, and benefits management. Any business focused on enhancing client retention and value, increased revenue, streamlining document security, and offering legacy planning solutions can benefit from a partnership.

DocuGuardian is more than a storage platform. It is easy to use and includes features such as reminders, notifications, and active legacy management tools to keep clients engaged with their professionals, fostering long-term relationships and ensuring their plans remain current.

Yes, pricing is tailored to your business. Factors such as the number of clients, type of business, and white-labeling options are all considered to create a plan that fits your specific needs.

Absolutely! DocuGuardian can be white-labeled to reflect your brand, allowing you to seamlessly integrate it into your services while maintaining your professional identity.

Yes, we offer scalable pricing solutions and volume discounts for enterprise-level partners. Contact us to discuss custom pricing for your business.

DocuGuardian includes notifications and reminders to encourage client engagement, as well as secure communication and client document sharing. These tools along with designee appointments and secure document storage encourage clients to engage with their professionals regularly, ensuring their plans stay updated.

Automated reminders and notifications prompt clients to revisit their plans, ensuring they remain up to date. This increases the frequency of touchpoints between you and your clients, strengthening your professional relationship.

DocuGuardian uses industry-leading security to protect your most important documents. Our platform features end-to-end encryption, multi-factor authentication (MFA), and strict access controls to ensure your information remains private and accessible only to you and those your clients authorize. For additional information, see this

All data is encrypted at rest and in transit. Access controls ensure only Members can view their information, and our system undergoes regular audits to maintain the highest security standards.

Member registration and login is simple, built with your clients in mind. We provide step-by-step onboarding guides, training materials, and dedicated support to make it easy for you to introduce DocuGuardian to your clients. Our team offers an extensive knowledge base, and ongoing support to ensure your team is confident in using and promoting the platform.

Yes, we offer marketing materials, tutorials, and webinars to help your clients understand the benefits and functionality of DocuGuardian.

By providing a valuable, proactive service that encourages regular engagement, DocuGuardian helps you build trust, loyalty, and retention with your clients.

If a client leaves, their account can be transitioned to a direct consumer plan and you will no longer be billed for that client account.

Yes, notifications and updates can be tailored to fit your clients’ specific needs, keeping them informed and engaged.

Implementation ranges from 1 to 2 weeks, depending on the white-labelling and level of customization requested.

Yes, we encourage pilot programs to help you assess the platform’s fit for your business before full-scale adoption.

Our support team is available during regular business hours to address any technical issues and ensure uninterrupted service.

Absolutely. DocuGuardian is designed to grow with your business, offering scalable solutions to meet your evolving needs.

Yes! We offer co-branded marketing campaigns, webinars, and content creation to help you promote DocuGuardian to current and prospective clients.

🔹 Co-Branded Materials: Customized emails, brochures, and webinars tailored to your audience.

🔹 Exclusive Partner Promotions: Special offers and discounts for your clients when they sign up through your business.

🔹 Featured Sponsorship: Your business can be sponsored on our site, gaining top billing in our Recommender System to reach more potential clients.

Contact us or discuss pricing or email us at partnership@docuguardian.com

Yes, we offer personalized demos to show how DocuGuardian can meet your specific business needs.

Reach out to our partnership team at partnership@docuguardian.com for any inquiries or assistance.

Yes! DocuGuardian is designed for simplicity, making it easy for clients of all tech levels to navigate. The platform features a clean, user-friendly interface with clear instructions, guided onboarding, and a straightforward dashboard that ensures they can securely store and access documents with confidence. No tech expertise required!

DocuGuardian makes document management effortless. Clients can upload files with just a few clicks, use customizable folders to stay organized, and search instantly to find what they need. Our smart categorization and tagging features help ensure that critical documents are always easy to locate, reducing stress and saving time.