WealthCounsel's Practice Systems™
WealthDocs™
WealthDocs Asset Transfer System™
SettlementCounsel™
WealthDocs™
WealthDocs™ provides WealthCounsel members with a state-of-the art, robust, and reliable document drafting and automation system. WealthDocs 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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WealthDocs Asset Transfer System™
WealthDocs Asset Transfer System introduces a new and improved asset transfer system. This updated system fully integrates with WealthDocs, and works natively with WealthDocs 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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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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