Trusts & Estates Professional Membership

PRACTICE YOUR WAY

The Trusts & Estates Professional membership provides you with high-quality, interactive document-drafting software for estate planning of complex matters, as well as software for trust administration and business law. With included educational resources and access to a network of like-minded attorneys, you will have the tools you need to serve your clients efficiently.

SECURE CLOUD-BASED SOFTWARE

Draft with peace of mind knowing that we use the latest industry-leading standards to securely store your files in the cloud so you can access them wherever and whenever you need them.

  • Generate unlimited documents using more than 200 interview-driven templates
  • Wealth Docx® Complete advanced estate planning drafting software
  • Business Docx® business law drafting software
  • Wealth Tracx® trust administration software
  • Gun Docx® firearms planning drafting software
COMPLIMENTARY ON-DEMAND AND LIVE CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events on the following topics:

  • Trust and estate planning
  • Trust administration
  • Business law
  • Firearms planning
  • Software training
  • Practice building
UNLIMITED SUPPORT & TRAINING

Access a team of dedicated Member Support Specialists offering personalized support and guidance year-round.

  • Member services
  • Software support
ATTORNEY COMMUNITY

Join a nationwide community of like-minded professionals.

  • Collaborate
  • Share knowledge and drafting resources
  • Refer business
  • Attorney listing on estateplanning.com
DRAFT CONFIDENTLY

Trusts & Estates Professional Documents

The Trusts & Estates Professional membership gives you access to Wealth Docx Complete, Business Docx, Wealth Tracx, and Gun Docx. The following is a sampling of the documents that can be drafted using the interviews in Wealth Docx Complete, Business Docx, and Gun Docx. Click below to download a more comprehensive list of more than 200 documents that can be drafted from templates driven by dynamic interviews included in the Trusts & Estates Professional membership.

The following is a sample of documents that can be drafted:

Wealth Docx® Complete
  • Living Trust and Ancillaries
  • Will and Ancillaries
  • Irrevocable Trust Agreement*
  • Spousal Lifetime Access Trust*
  • Life Insurance Trust*
  • Qualified Personal Residence Trust*
  • Grantor Retained Trust (GRAT, GRIT, GRUT)*
  • Gifting Trust*
  • Retirement Trust*
  • Living Trust Amendment
  • Durable Power of Attorney
  • Pour-Over Will
  • Certificate of Trust
  • Healthcare Power of Attorney
  • HIPAA Authorization
  • And many more!

* Included in Wealth Docx Complete

Business Docx®
  • Operating Agreement and Ancillaries
  • Meetings, Minutes, and Resolutions
  • Assignment and Transfer of Interest
  • Bylaws
  • Buy-Sell Agreement
  • Equity Purchase Agreement
  • Independent Contractor Agreement
  • Secured Promissory Note
  • LLC Formation Document
  • Engagement Letter
  • And many more!
Gun Docx®
  • Trust Agreement and Ancillaries
  • Intake Form (Gold)
  • Intake Form (Bronze)
  • What Can I Do With a Gun Trust?
  • Gun Trust Guide (Bronze)
  • Intake Form (Silver)
  • Gun Trust Guide (Silver and Gold)
  • Co-Trustee Appointment
  • Trustee Declaration
  • Co-Trustee Removal
  • And many more!

Pricing

Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.