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WealthDocx® 7 Documentation and Help

Frequently Asked Questions | Installation Guide | User Guide | Preference Guide | Word for Legal Professionals

Software Support
Monday-Friday, 9 am - 7 pm Eastern Time
Phone: 888-659-4069, ext. 801
Email: support@wealthcounsel.com

Please do the following to insure the fastest resolution time for your issue:

Confirm the issue is not related to a customized template. (instructions on how to use default templates)

Provide as much information as you can about your support request.

To the extent possible, only submit one issue per request.

Make sure your computer meets all the WealthDocx® system requirements.

Provide information about the best time and method of contacting you if applicable.


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Support Request Information
	Support for:	*Please note: WealthCounsel's legal support is available to assist members with questions about the general purpose and use of the various legal documents available in the WealthDocx® drafting system, to provide information about the legal and tax consequences of specific provisions in WealthDocx® legal instruments, and to assist members in successfully navigating the dialogue screens in the WealthDocx® drafting system. Legal Support, however, does not provide assistance with designing estate planning strategies for specific clients or client situations. Please use the Member Listserv or contact other WealthCounsel members for those questions. Many frequently-discussed Legal Support issues are posted to the Legal Support Blog. In addition, WealthDocx® contains extensive substantive materials in the "Resources" folder, where you will often find printed materials from several of WealthCounsel's EP-series courses. IMPORTANT: Before requesting legal support please verify that you are using the latest version of WealthDocx (Version 7), you have applied the latest update, and your question is related to the default WealthDocx templates. *I verify that I am using WealthDocx 7, have applied the latest update, and my question is related to the default templates.
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