WealthDocs™

 

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 
Individual and Joint Revocable Trusts 
Ancillary Documents (Including "Pour-Over" Wills, powers of attorney, property agreements, etc.) 
Funding Instructions and Trust Summaries 
Client Information Forms 
Comprehensive Interview Questionnaires

Will System 
Wills with or without tax-sensitive planning 
Ancillary Documents to complete the plan 
Client Portfolio Inserts, Instructions, and Will Summaries

Irrevocable Trust System 
ILITs (Single life, Second-to-Die, or "Spousal Access") 
Intentionally Defective Grantor Trusts 
Gifting Trusts 
"BERT," or "Family Bank" Trusts 
"Inheritor's" Trusts 
Lifetime QTIP Trusts 
Client Portfolio Inserts, Demand Right Notifications

Split Interest Trust System 
Qualified Personal Residence Trusts (QPRTs) 
Grantor Retained Trusts (GRATs, GRITs, & GRUTs)

Charitable Planning System 
Charitable Remainder Trusts 
Charitable Lead Trusts 
Private Foundations (Trust-based, or Corporate)

Special Needs Trust System 
Individual or Joint Third-Party Special Needs Trust 
Revocable or Irrevocable 
Memorandum of Intent

Retirement Planning System 
Stand-Alone Retirement Trust (draft conduit, accumulation, or "switch" trusts) 
IRA Beneficiary Designation Forms 
Qualified Plan Beneficiary Designation Forms

Family Limited Partnership System 
Partnership Agreements 
Management Trusts 
Entity Formation Documents 
Funding and Transfer Documents (including Private Annuities, SCINs, assignments, etc.)
Correspondence Templates

Family Limited Liability Company System 
LLC Operating Agreements 
Entity Formation Documents 
LLC Operations Manual 
Funding and Transfer Documents 
Correspondence Templates

Business Succession Planning System 
Buy/Sell Agreements 
Employee Purchase/Bonus 
Deferred Compensation 
Stay Bonus

State-Specific Templates (Per Member request) 
Statutory Form Powers of Attorney 
Statutory Form Medical/Living Will documents 
Other State-Statutory estate planning forms added when possible, per member input 

WealthDocs Frequently Asked Questions

What will my documents be like?
All documents are drafted in crisp, understandable, first-person, active-voice, plain English that meets your need for strong, substantive, technical content. We gave WealthCounsel documents a distinctive format and tone that makes them easy to read. Most importantly, the documents will evolve over time.

Download a sample Revocable Living Trust Centered Estate Plan created using the WealthCounsel Document Assembly system. 

Why do I need the KnowledgeBase when I can create these materials myself?
While you may be able to do anything, you cannot do everything. Why not leverage yourself with the help of your colleagues and allow them to leverage your work as well? The knowledge base will make this possible 24 hours a day.

We each spend vast amounts of time attending educational events to gather ideas and keep our knowledge current. We spend countless hours each year reading listservs, professional journals, and tax reports. It takes hard work and long hours to turn this knowledge into profitable services for our clients. To put what we learn to good use, we must budget many additional hours, usually at night and on weekends away from our families. The task is daunting. Most of us fall short.

The KnowledgeBase makes all the materials we need available to us through the internet. As we each contribute, the KnowledgeBase will adapt to changes in our profession and in the law.

WealthDocs is licensed for each location.

What are the system requirements for WealthDocs?
800 MHz Pentium III or equivalent (2 GHz Pentium 4 or better recommended)
Microsoft Windows XP or Windows 2000
Microsoft Word 2000 (Word 2003 or later recommended)
256 MB of RAM (1 GB or more recommended)
225 MB of available hard-disk space
HotDocs 6.1 or later (HotDocs 2005 or later recommended)
Latest service packs for all associated products

What are the system requirements for WealthDocs Asset Transfer System (WDATS)?
2 GHz Pentium 4 or equivalent (Better performance with faster processor)
Microsoft Windows XP or Windows 2000
Microsoft Word 2000 (Word 2003 or later recommended)
512 MB of RAM (1 GB or more recommended)
20 MB of available hard-disk space
HotDocs 6.2 or later w/PDF Advantage (HotDocs 2005 or later recommended)
Latest service packs for all associated products

Why wait? Join today at 888-659-4069, Ext. 819
Click here to apply online now.