Legal Resource Center

A majority of Americans' wealth is comprised of retirement account assets. A simple "fill-in-the-blank" beneficiary designation form will likely not meet your client's goals or their beneficiaries' needs. Review some fundamentals for planning with these unique assets, including the benefits...

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...

It’s no surprise that challenges to a decedent's will or trust are on the rise due, in part, to growing financial portfolios, higher rates of blended families, and an ever-increasing transient society where family members often live in different states...