EstatePlanning.com
Software & Technology
WealthCounsel’s document drafting technologies enable attorneys to create the highest quality, custom-tailored legal documents in a fraction of the time. We combine our dedication to proven and compelling legal strategies with a commitment to make complicated documents understandable – by the client and by other professionals. View demos of our flagship drafting software, WealthDocx, and our newest drafting system, BusinessDocx.We believe that any plan is only as good as its execution – both during the planning phase and when the plan has to actually work. We spend tremendous resources every year to make sure that our document drafting software contemplates the most proven, relevant, and leading-edge legal strategies, addresses legal issues consistently, and actually makes sense when you or your client reads their documents.
But we don’t develop software in a complete vacuum. Our members are heavily involved in shaping the document drafting solutions through our editorial oversight committees, through various member state forums, and through our legal support and content suggestion links.
Our logical software interface helps manage your client planning workflow, and built-in “dynamic intelligence” helps explain key decision points as you draft. Our software is designed to help you practice more consistently, efficiently, and profitably, while enhancing your confidence as you serve your clients. And by standardizing many of the key decision points for client plans, our software helps you train your associates and support staff quickly and effectively.
The bottom line – you’ll no longer spend countless hours synthesizing poorly-drafted forms, compiling complex legal documents, and searching for just the correct language that communicates the message your clients need. And your clients will be impressed with your ability to create a plan that clearly reflects their wishes in language they can understand.
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