WealthCounsel's Practice Systems™
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WealthDocx™ provides WealthCounsel members with a state-of-the art, robust, and reliable document drafting and automation system. WealthDocx contains the following document modules:
- Living Trust System
- Will System
- Irrevocable Trust System
- Split Interest Trust System
- Charitable Planning System
- Special Needs Trust System
- Retirement Planning System
- Family Limited Partnership System
- Family Limited Liability Company System
- Business Succession Planning System
- State-Specific Templates (Per Member request)
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WealthDocx Asset Transfer System™
WealthDocx Asset Transfer System introduces a new and improved asset transfer system. This updated system fully integrates with WealthDocx, and works natively with WealthDocx answer files. In addition, the system is not just for funding trusts. It will help you manage any asset transfer task, including trust administration transfers and funding entities.
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“I just wanted to say Thank You for an awesome support team! Every time I have had to call Wealth Counsel for support, I get a phone call within minutes of leaving a message, I tell them what the problem is, they connect to my computer, resolve the problem very, very quickly, every time! They are the most knowledgeable support staff I have ever seen for any product, anywhere! You can tell that you spend time training and have the best of the best for a support team! Thank you soooo much! You make my job so much easier, which in turn, helps our firm from wasting a lot of valuable time. I can't say thank you enough for you teams knowledge and quick responses! Your team should show every customer service department what good customer service is all about!”
--Debbie Boukhalfa
Suffolk, VA
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SettlementCounsel™
The WealthCounsel Estate Settlement System
Designed by Trust Administration Practice Leaders. Engineered on Proven Techniques. A new software solution from the WealthCounsel Practice Management Library for Estate Planning Professionals.
SettlementCounsel will transform the way many estate planning attorneys conduct post-mortem estate planning. This robust solution streamlines processes, introduces operational efficiencies, and provides legal support staff with a guided approach to each step of the post-mortem process.
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