Tired of wasting precious time
tracking down and contacting
your client’s accounts?

Your estate administration responsibilities are growing. Legislation is changing and digital assets are creating new challenges. You need solutions.

Directive Communication Systems is the first and only service for estate professionals providing organization of a client’s personal accounts and notification fulfillment of their final wishes. Keep your practice ahead by partnering with DCS today.

Hidden accounts shouldn’t be a liability
in estate planning and administration.

With DCS, the risk of a hidden or forgotten account is minimized. Updates are maintained and account data is securely captured with a technology that meets or exceeds HIPAA and PCI standards. The days of waiting for paper account statements are over. With DCS as your partner, estate administration is easier and more secure—benefitting your practice, your clients and their loved ones.

Partner with DCS to support your
estate planning offering.

Benefits to your practice:

  • expands your estate
    product portfolio
  • reduces time spent on account
    identification and notification
  • digital and offline
    asset organization
  • creates annual touch point
    with your clients

Benefits to your clients:

  • organization of digital and traditional accounts
  • continual account record
    capture available
  • requires no passwords,
    reducing risk of ID theft
  • emotional relief for loved ones
    at their most vulnerable time

“(DCS) gets all of the
accounts in one place
and does the work for
me. This is a no brainer.”
-phil, attorney

37 states have already enacted legislation regarding fiduciary access to online accounts:

  • ALABAMA
  • ALASKA
  • ARIZONA
  • ARKANSAS
  • COLORADO
  • CONNECTICUT
  • DELAWARE
  • FLORIDA
  • HAWAII
  • IDAHO
  • ILLINOIS
  • INDIANA
  • IOWA
  • KANSAS
  • MARYLAND
  • MICHIGAN
  • MINNESOTA
  • MISSISSIPPI
  • MONTANA
  • NEBRASKA
  • NEVADA
  • NEW MEXICO
  • NEW YORK
  • NORTH CAROLINA
  • NORTH DAKOTA
  • OHIO
  • OREGON
  • SOUTH CAROLINA
  • SOUTH DAKOTA
  • TENNESSEE
  • TEXAS
  • UTAH
  • VERMONT
  • VIRGINIA
  • WASHINGTON
  • WISCONSIN
  • WYOMING

The Uniform Law Commission tracks the UFADAA 2015 activity by State.
To learn more, please click here.  link-arrow

What others are saying about DCS:

  • “Digital accounts create additional complexities for real assets that nobody knows about.”-emma, attorney
  • “You have no idea what we go through, literally. We go through sock drawers, closets, deposit boxes, files to find the important stuff!”-charles, cpa
  • “What I live in fear of is that we will have filed and then an account appears and I’m going to have to re-do everything.”-julia, cpa

Designed by DCS. Quality assured
by estate professionals.

DCS is designed to fit seamlessly into the estate planning process. The needs of individuals, their loved ones and the estate planning practice and have been carefully considered to maximize both usability and security. DCS requires no account passwords, minimizing ID theft and fraud potential. DCS meets or exceeds PCI and HIPAA standards ensuring security of account data. Incorporate DCS into your practice today to save headaches tomorrow.

To join the DCS network, call today at 1-800-372-8121
or email info@directivecommunications.com