Differentiate Your Practice

Superior Estate Planning Software

Wealth Docx® is the nation's leading estate planning software.

Encompassing the collective wisdom of thousands of estate planning attorneys from all 50 states, Wealth Docx allows you to easily draft accurate documents that reflect your clients’ unique needs. From basic estate planning to more complex tax and business planning strategies, Wealth Docx helps you increase your drafting efficiency so you can spend time where it matters most: with your clients.

What makes Wealth Docx the Right Choice?

Quality
Documents

Your clients deserve
the best
  • Dynamic, interactive templates
    help you quickly draft accurate,
    comprehensive documents
    that are easy for your clients to
    understand.
  • Quality is paramount: Trusts &
    Estates gave Wealth Docx a
    five-star rating for overall
    functionality and delivering on
    its promise.
  • It’s the product of choice for
    experienced estate planning
    attorneys and those
    transitioning into this area.

Business
Efficiency

Leverage the expertise of
1,000s of attorneys
  • Sophisticated yet easy to
    use—draft documents in a
    fraction of the time you
    normally spend
  • Informational guides, expert
    commentary and checklists
    help you gather pertinent
    client information and
    generate custom documents.
  • Integrated “notes to file”
    system provides a summary
    that shows the
    decision-making process
    behind the document you
    drafted

Time
Saved

Build an even better practice
for you and your clients
  • Streamline your document
    drafting and free up time to
    spend directly with clients
  • Improve efficiencies within
    your practice—team
    members can draft
    professional-level documents
  • Deepen your client
    relationships with
    comprehensive client
    maintenance program
  • Draft with confidence,
    knowing your forms will be
    kept up-to-date

It's all about your clients

  • Significantly reduce the time it takes you to draft and maintain documents, without sacrificing quality.
  • Rest assured, confident the documents you create will be up-to-date, accurate, and work cohesively with each other.
  • Improve client communication by providing clear, concise, easy-to-understand documents and supporting executive summaries.
  • Nurture client trust and deepen on-going business relationships.
  • Sharpen your competitive edge by expanding services offered.

Documents Included in Wealth Docx*

Will
& Trust
  • Basic Will
  • Basic Revocable
    Living Trust
  • Irrevocable Life
    Insurance Trust
  • 2503(c) Minor’s Trust
  • Health and Education
    Exclusion Trust
  • Intentionally Defective
    Grantor Trust
  • Beneficiary Defective
    Inheritor’s Trust
  • Sale to Intentionally
    Defective Grantor
    Trust Documents
  • Lifetime Qualified
    Terminable Interest
    Property Trust (QTIP)
  • Qualified Personal
    Residence Trust
  • Grantor Retained Annuity
    Trusts (GRATs)
  • Grantor Remainder
    Unitrusts (GRUTs)
  • And Accompanying
    Ancillary Documents
Asset
Protection
  • Special Needs Trust
  • State Specific
    Delaware, Alaska,
    South Dakota
    and Nevada
    Asset Protection Trusts
  • Family Limited
    Partnerships
  • Limited Liability
    Companies
  • And Accompanying
    Ancillary Documents
Charitable
Planning
  • Charitable
    Remainder
    Trusts
  • Charitable Lead Trusts
  • Gift Annuity Agreements
  • Life Estate Deeds and
    Agreements
  • Private Foundation Trusts
  • Private Foundation
    Corporations
  • Gift Agreements
  • And Accompanying
    Ancillary Documents
Retirement
  • Stand Alone
    Retirement
    Trusts
  • Customized
    Beneficiary
    Designations
  • And Accompanying
    Ancillary Documents

*Available documents differ in Wealth Docx Core and Wealth Docx Complete.
Contact a Practice Development Consultant for specific details.

Hear What Others Are Saying

Thousands of wealth planning professionals consider Wealth Docx indispensable to their practice and depend on it to draft
the highest-quality legal documents. Here are a few of their comments.

“WealthCounsel has A+ documents and an A+ product. Wealth Docx is the avenue to access such high quality documents, which are the equivalent of, if not better than, those from some large 500+ attorney firms.”

Matthew Wiley,
member since 2012

"I’ve been very happy with the quality of Wealth Docx documents; they were also a driving factor in my joining WealthCounsel. I've been surprised with the customization ability because I’ve yet to work with two clients who are even close to being the same. It helps to personalize the whole experience with my clients.”

Jonathan Miller,
member since 2013

Specifications

Wealth Docx requires Microsoft® Word® 2011 or higher and HotDocs™ 10.4 or higher running in a Windows® operating system.
Wealth Docx can also run on Mac® computers using Windows virtualization solutions such as VMware Fusion® 6 or Parallels Desktop®.
Cloud-hosted Wealth Docx systems are also available.
Microsoft, Word, and Windows are registered trademarks of Microsoft Corporation in the United States
and/or other countries. Mac is a registered trademark of Apple Inc.

I'd Like to Learn More

OR CALL US AT (888) 659-4069 x819