Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

Trusts & Estates

download

Trusts & Estates

Wealth Docx: Domestic Asset Protection Trust (DAPT) Sample

Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibility you expect, including trustee succession options, Trust Protector provisions, and pick-and-choose Trust Protector powers, resulting in the type of document you can confidently present to your clients.

Download the sample and check it out—we think you’ll like what you see.


Complete the form to get your free guide

Related Resources

Gifting Trust Thumbnail
download
Trusts & Estates

Gifting Trust Sample

The Wealth Docx® Irrevocable trust system gives you the ability to create the Irrevocable trust as a complex trust or as a grantor trust, with grantor trust triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor.

Learn More
HEET THUMBNAIL 2
download
Trusts & Estates

Wealth Docx Health and Education Exclusion Trust (HEET) Sample

Download a sample Health and Education Exclusion Trust (HEET) from Wealth Docx, the leading trusts and estates software for attorneys

Learn More
2016 estate planning awareness survey
download
Trusts & Estates

Estate Planning Awareness Survey 2016

What Do Americans Think About Estate Planning? Key Findings of WealthCounsel’s Inaugural Estate Planning Awareness Survey.

Learn More

Get the Premier Magazine for Industry Thought Leaders