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
  • Document preferences to streamline your drafting
  • Regular software and legal information updates
  • Easy-to-access summaries of document histories
  • Contextual help and resources to help you learn as you draft
  • 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
  • Comprehensive client letters and intake forms
  • Consistent, professional looking documents across the firm
  • A system that helps support staff easily draft complex documents
  • 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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Take a look
at what's included

View below a sampling of the drafting documents included in the Core and Complete versions of Wealth Docx. You can also download a digital copy of the list.

Download List

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