All You Need | WealthCounsel | Trusts & Estates

Intelligent, Comprehensive Drafting Tools

Wealth Docx® is cloud-based document drafting software with interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement. When it comes time to administer a plan, Wealth Tracx® is an all-in-one solution that provides everything you need to oversee the administration of a trust from start to finish.

These two solutions can be integrated so you can seamlessly transfer data, error-free.

Fill out the form below to download more information about Wealth Docx and Wealth Tracx, or keep scrolling to view the additional benefits that come with joining WealthCounsel.

Exclusive Members-Only Benefits


Best-in-class legal drafting software


Unlimited member and software support


Marketing tools and coaching programs


On-demand and live CLE opportunities


Nationwide network of like-minded professionals

Trusts and Estates

Wealth Docx is our cornerstone product. From basic estate planning to more complex tax and business planning strategies, Wealth Docx provides legal document templates to help you increase your efficiency and create high-quality, accurate documents with ease.

Trust Administration

Wealth Tracx is a comprehensive solution designed to provide all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services.

Learn more about Wealth Docx and Wealth Tracx

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