Legal Resource Center

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...

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...