• Revocable Trusts
• Wills
• Ancillary documents
• Irrevocable Trusts
• Retirement Planning-Specific Trusts
• Charitable Trusts and Foundations
• Family Limited Partnerships and LLCs
• Split-Interest Trusts (QPRTs GRATs)
• Third-party Special/Supplemental-Needs Trusts
• Business Planning including our new Physicians specialty documents
• Many state-specific statutory documents with timely, market-responsive additions as needed

Unlike other drafting systems on the market, WealthDocx™ is a powerful document drafting system that features the collective wisdom and collaborative input of hundreds of users in all 50 states.

• Enables you to practice with increased efficiency, profitability and confidence as you quickly
  generate high-quality estate plans with the accuracy you can trust, and the customizations your
  clients require.
• Becomes your back-office drafting assistant, eliminating the need to hire additional legal staff to
  help draft complex documents using the cut-and-paste processing.
• Helps you become a better attorney in structuring interviews and asking the appropriate questions
  of the client.
• Legal and technical support for WealthCounsel members is included at no additional charge.

WealthDocx 7 Features a new IRT System with
Domestic Asset Protection Trust (DAPT) Provisions

Perhaps the most significant feature of WealthDocx 7 is the fully-redesigned Irrevocable Trust System, which includes a highly-sophisticated Domestic Asset Protection Trust (DAPT) assembly. This Delaware-based assembly is part of a total overhaul of our irrevocable system that also includes many extremely valuable, usable, and unique features.

WealthDocx 7 Helps You Counsel Physicians, Dentists,
Business Owners and Other High-Risk Clients

The assets of certain professionals — physicians, dentists, business owners and real estate developers, to name a few — are particularly vulnerable to lawsuits. The vastly expanded capabilities of WealthDocx 7 — particularly the DAPT assembly — can help you better protect these high-risk clients. As a result, you will be able to confidently expand your range of services to obtain these types of clients.

For questions, call us at 1-888-659-4069, ext.819,
or visit our website at www.wealthcounsel.com.