WealthDocx™

 

WealthDocx™

WealthDocx™ provides WealthCounsel members with a state-of-the art, robust, and reliable document drafting and automation system. WealthDocx contains the following document modules: 

Living Trust System  Individual and Joint Revocable Trusts  Ancillary Documents (Including "Pour-Over" Wills, powers of attorney, property agreements, etc.)  Funding Instructions and Trust Summaries  Client Information Forms  Comprehensive Interview Questionnaires Will System  Wills with or without tax-sensitive planning  Ancillary Documents to complete the plan  Client Portfolio Inserts, Instructions, and Will Summaries Irrevocable Trust System  ILITs (Single life, Second-to-Die, or "Spousal Access")  Intentionally Defective Grantor Trusts  Gifting Trusts  "BERT," or "Family Bank" Trusts  "Inheritor's" Trusts  Lifetime QTIP Trusts  Client Portfolio Inserts, Demand Right Notifications Split Interest Trust System  Qualified Personal Residence Trusts (QPRTs)  Grantor Retained Trusts (GRATs, GRITs, & GRUTs) Charitable Planning System  Charitable Remainder Trusts  Charitable Lead Trusts  Private Foundations (Trust-based, or Corporate) Special Needs Trust System  Individual or Joint Third-Party Special Needs Trust  Revocable or Irrevocable  Memorandum of Intent

"During my 15 years practicing as an estate planning and elder law attorney, I have used several document assembly systems and tested several others, but now that I am a WealthCounsel member I will not consider switching from the WealthCounsel system, WealthDocx. WealthDocx is the most stable, comprehensive system available, and with consistent updating and new types of documents (often in response to member requests), WealthDocx covers all drafting possibilities within my practice so that I can be far more efficient and profitable. WealthCounsel also generates business for me through member referrals. My WealthCounsel membership more than pays for itself every month and has taken the drudgery out of my law practice!” --Richard Mayberry, Esq. McLean, VA

Physicians Module
Individual Irrevocable Trust Agreement (includes Domestic Asset Protection Trust)
Administrative Services Agreement
Practice Buy-in Agreement
Equipment Lease
Physician Employment Agreement
Premise Lease Agreement
Transmutation Agreement - Waiver

Retirement Planning System 
Stand-Alone Retirement Trust (draft conduit, accumulation, or "switch" trusts) 
IRA Beneficiary Designation Forms 
Qualified Plan Beneficiary Designation Forms

Family Limited Partnership System 
Partnership Agreements 
Management Trusts 
Entity Formation Documents 
Funding and Transfer Documents (including Private Annuities, SCINs, assignments, etc.)
Correspondence Templates

Family Limited Liability Company System 
LLC Operating Agreements 
Entity Formation Documents 
LLC Operations Manual 
Funding and Transfer Documents 
Correspondence Templates

Business Succession Planning System 
Buy/Sell Agreements 
Employee Purchase/Bonus 
Deferred Compensation 
Stay Bonus

State-Specific Templates (Per Member request) 
Statutory Form Powers of Attorney 
Statutory Form Medical/Living Will documents 
Other State-Statutory estate planning forms added when possible, per member input 

WealthDocx Frequently Asked Questions

What will my documents be like?
All documents are drafted in crisp, understandable, first-person, active-voice, plain English that meets your need for strong, substantive, technical content. We gave WealthCounsel documents a distinctive format and tone that makes them easy to read. Most importantly, the documents will evolve over time.

Why do I need the KnowledgeBase when I can create these materials myself?
While you may be able to do anything, you cannot do everything. Why not leverage yourself with the help of your colleagues and allow them to leverage your work as well? The knowledge base will make this possible 24 hours a day.

We each spend vast amounts of time attending educational events to gather ideas and keep our knowledge current. We spend countless hours each year reading listservs, professional journals, and tax reports. It takes hard work and long hours to turn this knowledge into profitable services for our clients. To put what we learn to good use, we must budget many additional hours, usually at night and on weekends away from our families. The task is daunting. Most of us fall short.

The KnowledgeBase makes all the materials we need available to us through the internet. As we each contribute, the KnowledgeBase will adapt to changes in our profession and in the law.

WealthDocx is licensed for each location.

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