WealthDocx® -- The Nation’s Leading Drafting System for Estate Planning Attorneys

As the nation’s leading trust and estate planning software, WealthDocx® helps estate planning attorneys increase their drafting efficiency through the creation of the highest quality legal documents in a fraction of the time. Powered by the HotDocs software application, WealthDocx enables estate planning attorneys to create documents using interactive and detailed interviews that guide the document drafting process. By helping to eliminate the human errors that repetitive typing and cut-and-paste methods introduce, attorneys can practice with greater confidence knowing they are providing their clients with high-quality, customized legal documents.

Unlike most other drafting systems on the market today, WealthDocx includes a state-of-the-art system referred to as “WealthCounsel Dynamic Intelligence” that educates the user about the underlying issues one should consider when answering questions during the client interview. Thus, in addition to increasing efficiency and confidence, WealthDocx actually enhances the drafter’s legal competency.  

  

Tom Ray, Executive Editor,
discusses the WealthDocx
2012 Winter Enhancement

Another unique feature of WealthDocx is the contribution of the collective wisdom and collaborative insight and input of the thousands of estate planning attorneys who use the system. In addition, WealthDocx users enjoy unlimited and complimentary technical and legal support.

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. WealthDocx is licensed for each location.

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 

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 
 

Hardware and Software Requirements

PC:
  • 900 MHz processor (2GHz, recommended)
  • 1 GB RAM (2 GB, recommended)
  • 230 MB hard disk storage
  • Microsoft .Net Framework 3.5
  • Microsoft Windows: XP SP3 or higher (Business Edition, recommended)
  • Microsoft Word for Windows: 2003 SP3, 2007 SP2, 2010 
  • HotDocs Player 2009 HF2 or higher
  • Broadband Internet connection
  • Internet Explorer: 7 or higher
Mac:
  • Window Desktop Virtualization Software: Fusion, Parallels, or Boot Camp
  • Allocated Resources for Windows
  • 900 MHz processor (2GHz, recommended)
  • 1 GB RAM (2 GB, recommended)
  • 230 MB hard disk storage
  • Microsoft .Net Framework 3.5
  • Microsoft Windows: XP SP3 or higher (Business Edition, recommended)
  • Microsoft Word for Windows: 2003 SP3, 2007 SP2, 2010 
  • HotDocs Player 2009 HF2 or higher
  • Broadband Internet connection
  • Internet Explorer: 7 or higher

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