Software & Technology

WealthDocx
Spending hours drafting documents?
WealthDocx is your solution.
 
"The WealthCounsel document system is extraordinary. You can put documents together quickly and spend more time with the client. People have come back to me and complimented me on my documents. You will accelerate your practice and will produce top notch documents in no time."  (View testimonial)

- Bruce F. Iden, J.D. | Miramar, FL  		  


WealthDocx-Drafting System for Estate Planning Attorneys

Our easy-to-navigate software shepherds you through the drafting process via interactive functionality and detailed interviews, boosting your drafting competence and efficiency.

WealthCounsel: Your Total Practice Solution

Learn how WealthCounsel’s Five Criteria for Practice Excellence equip you to build a smarter and more profitable practice.
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WealthCounsel: Your Total Practice Solution

WealthDocx: Estate Planning
Software for Attorneys

Learn how the nation’s most robust estate planning software will increase your drafting efficiency and boost profitability.
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WealthDocx: Estate Planning Software for Attorneys

Solution for New and Transitioning Attorneys

New to estate planning? Transitioning from another practice focus to estate planning? Learn how WealthCounsel reduces the learning curve and ramp-up time.
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Attorneys Transitioning to Estate Planning

Inside WealthDocx Estate Planning Software: Family Limited Partnerships 

See how the WealthDocx estate planning software system incorporates checklists and templates to facilitate the drafting of Family Limited Partnerships (FLPs).
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Family Limited Partnership
     

Inside WealthDocx Estate Planning Software: Standalone Retirement Trusts

Learn why Standalone Retirement Trusts (SRTs) are often preferred to wills and how simple they are to prepare with our estate planning software, WealthDocx.
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Standalone Retirement Trusts



WealthDocx 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 

    Sample Trust Revocable Living Trust Sample Download
  • 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
    Domestic Asset Protection Trust (DAPT)

  • 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 

  • Physicians Module

    Individual Irrevocable Trust Agreement (includes Domestic Asset Protection Trust)
    Administrative Services Agreement
    Practice Buy-in Agreement
    Equipment Lease
    Physician Employment Agreement
    Premise Lease Agreement
    Transmutation Agreement - Waiver

  • 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 

    Business Success Planning Checklist Business Success Planning Checklist

  • 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 

Hardware and Software Requirements

PC Hardware Requirements
  • 1 GHz processor (2GHz or more, recommended)
  • 2 GB RAM (4 GB, recommended)
  • 250 MB hard disk storage
  • Microsoft .Net Framework
  • Operating System: (Business Edition, recommended)
    Windows XP SP3, Vista SP2, Windows 7 SP1 or Windows 8
  • Microsoft Word for Windows: (Business Edition, recommended)
    2003 SP3, 2007 SP3, 2010 SP1 or 2013
  • HotDocs Player
  • Broadband Internet connection
  • Internet Explorer: 7 or higher
Move your office to the Cloud!


 
Mac Hardware Requirements
  • Window Desktop Virtualization Software: Fusion, Parallels, or Boot Camp
  • Allocated Resources for Windows
  • 1 GHz processor (2GHz or more, recommended)
  • 4 GB RAM (8 GB, recommended)
  • 250 MB hard disk storage
  • Microsoft .Net Framework
  • Operating System: (Business Edition, recommended)
    Windows XP SP3, Vista SP2, Windows 7 SP1 or Windows 8
  • Microsoft Word for Windows: (Business Edition, recommended)
    2003 SP3, 2007 SP3, 2010 SP1 or 2013
  • HotDocs Player
  • Broadband Internet connection
  • Internet Explorer: 7 or higher