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...

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...