Legal Resource Center

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...

Business planning and estate planning often go hand in hand. Businesses started by parents are frequently passed down to their children, and in the absence of adequate forethought, the new relationships that are formed can quickly disintegrate, causing damage to...