Leading Provider of Tools & Intelligence to the Estate Planning Community
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™.
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