WealthCounsel Releases WealthDocx® Semiannual Update
Editorial Review Process and Twice-Yearly Enhancements Position WealthDocx as the Estate Planning Industry’s Most Robust Document Drafting System
Madison, WI – Aug. 25, 2011 – WealthCounsel, a nationwide organization of tax, estate, and business planning attorneys, announced the second of its semiannual updates to the WealthDocx® estate planning software system. The updates are the result of a comprehensive and substantive review process designed to maintain WealthDocx as the industry’s most robust, relevant, and practice-friendly document drafting system on the market. “The Summer 2011 Enhancement features major content changes to the Revocable Living Trust and Irrevocable Trust systems, as well as changes to the software’s functionality designed to improve the user experience,” said Thomas J. Ray, Jr., Esq., executive editor of WealthDocx and a WealthCounsel principal.
Under Ray’s oversight, all document assembly modules within WealthDocx undergo extensive technical review to continuously ensure that the software provides the most relevant and compelling strategies to help attorneys serve clients’ planning needs. Four committees comprised of experienced WealthCounsel member attorneys meet several times a year under Ray’s leadership to review and revise legal language for documents in the categories of business planning, charitable planning, asset protection planning, and advanced planning. Click here for an overview of the WealthDocx editorial and stylistic review processes and the names of the attorneys who participate in the review process.
“We did a lot of research to determine which legal content publishing companies exemplified the best editorial practices for excellence, and we created a very vigorous process that exceeds them all,” said Ray. “We believe our editorial processes demonstrate our commitment to provide the most relevant, efficient, comprehensive, and user-friendly document drafting system in the estate planning market,” Ray added.
WealthDocx was reviewed in April 2011 by Trusts & Estates legal technology writer Don Kelley who, for the second time in two years, assigned the document drafting system a five star rating for overall usability.
To learn how WealthDocx helps attorneys create extraordinary documents with far greater efficiency, view attorney Bruce Iden’s YouTube video.
About WealthCounsel, LLC
Established in 1997, WealthCounsel is a membership-based organization of more than 2,500 estate planning attorneys and the creator of the WealthDocx® estate planning drafting software used by practitioners in all 50 states. WealthCounsel shares ownership in The Advisors Forum and in ElderCounsel. For more information, visit www.wealthcounsel.com.
# # #
Marlene Frith, WealthCounsel