Wealth DocX®:
Trusts and Estates Drafting Software

Imagine thousands of experienced estate planning attorneys, in your office, helping you draft your documents. That’s the kind of bench strength you get with Wealth Docx. Created and updated by attorneys, Wealth Docx is the best estate planning software for attorneys who want to create accurate, up-to-date and, well-informed documents.

Watch Video

Real Results:
Why Wealth Docx?

Wealth Docx provides interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, retirement, and more.

You Get...

  • Software that is quick and easy to learn
  • A suite of dynamic templates vetted by top attorneys
  • Automatic software and legal information updates
  • Built-in task management and research tools
  • Easy-access summaries of document histories
  • Expert legal help and commentary that teaches you as you go
  • Confidence in your documents

“The best part of Wealth Docx is that I don’t have to worry about legal updates. I know that when something changes, whether it’s state or federal, it’s going to be updated in Wealth Docx and changed in the documents.”

Heinz Brisske, JD - Member since 2006

Your practice gets...

  • A streamlined drafting process
  • Consistent, cohesive, professional looking documents across the firm
  • A system that enables support staff to easily draft complex documents
  • A comprehensive client maintenance program
  • A sophisticated, polished, reliable brand
  • Confidence in the business

“What is so powerful about Wealth Docx trust software for attorneys? You could draft a formula testamentary charitable lead trust in less than five minutes. ”

Peter S. Myers, JD - Member since 2004

Your clients get...

  • Documents that are accurate, easy to understand, and written “in plain English”
  • Faster response and document delivery
  • Consistent, reliable communications
  • The most up-to-date legal information
  • More of your time and expertise
  • Confidence in you

“Wealth Docx allows me to draft individualized trusts with a variety of components, like special needs trusts, so I can really tailor the plan to my client’s needs.”

Karen Shirley, JD - Member since 2013

Get Wealth Docx Today!

Learn More

The nation’s #1 estate planning and trust software for attorneys


This is a sample of the drafting documents you will find in the Core and Complete versions of Wealth Docx. Contact us to learn more.

Contact Us

Download a Sample Revocable Living Trust

Get It

Download a Sample Irrevocable Trust

Download Now

Featured Resources

Fiduciary Compliance Library Checklist

Fiduciary Compliance Library Checklist

Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients

See what others
are saying