Legal Drafting and Document Assembly Software

Download our sample special needs trust and see how Wealth Docx® makes drafting these types of trusts simple. Discover how a carefully crafted special needs trust can help your clients care for their loved ones, while not disqualifying them from...

Download our sample gift trust and see how Wealth Docx® makes drafting gift trusts simple. Discover how a gift trust can help your clients transfer family wealth by holding and investing property for the benefit of family members in lower...

Grandparents commonly request to include provisions for their grandchildren’s education in their estate plans. One way to achieve those goals for your clients, and include charitable giving, is through a Health and Education Exclusion Trust (HEET).

Download WealthCounsel’s sample...