Leading Provider of Tools & Intelligence to the Estate Planning Community

WealthDocs Helps You Make More by Increasing Productivity.

Your Time is Valuable. Your Legal Docs Should be Invaluable.

Take the 10-minute WealthDocs™ tour. It's a worthwhile investment of your valuable time.

The tour will show you how estate planning lawyers across the country are using WealthDocs™ to create state-specific revocable living trusts, wills, family limited partnerships and more.

WealthDocs™ makes it easy for your practice to draft estate planning document quickly, letting you focus on helping your clients, increasing your confidence, and adding revenue-generating hours to your day.

How does WealthDocs™ work?

Interview your client and input his or her information into WealthDocs™ to generate accurate, attractive documents that you will be proud to present to your client. WealthDocs™ is a powerful document drafting system, powered by HotDocs, that helps you draft sophisticated estate planning documents. It's a robust platform to create:

• Wills

• Revocable Living Trusts (RLT's)

• Irrevocable Trusts

• Charitable Trusts

• Retirement Planning Conduit Trusts

• Family Limited Partnerships & LLC's

• Business Sucession Modules

• Stand-alone Special Needs Trusts

• Ancillary and Supporting Documents

Jump start your estate-planning practice or expand it with WealthDocs™ and our Five-Star Practice Solution™, which provides you with all the tools you need to grow your estate planning business.

Click Here to view your short online presentation on WealthDocs™.