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.

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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!

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

Documents Included

Will and 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


Stand Alone Retirement Trusts

Customized Beneficiary Designations

And Accompanying Ancillary Documents

Download a Sample Revocable Living Trust


Download a Sample Irrevocable Trust


Featured Resources

How to Increase Law Firm Revenue with Trust Decanting (September 2015)

Practice Development Showcase: How to Increase Law Firm Revenue with Trust Decanting

The Importance of Basis: The New Era of Estate Planning

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