Estate Planning and Business Planning Tools
WealthCounsel software for attorneys is easy to use and designed with your practice in mind. In fact, WealthCounsel members regularly offer ideas and suggestions that help hone our products. As a WealthCounsel member, you can subscribe to as many–or as few–products as you need.
Wealth Docx®
Trusts and Estates Drafting Software
Wealth Docx® is our cornerstone product. From basic estate planning to more complex tax and business planning strategies, Wealth Docx provides legal document templates to help you increase your efficiency and create high-quality, accurate documents with ease.
Gun Docx® is an additional option to address the growing need for firearms-specific legacy planning, including conventional and NFA firearms planning.
Learn MoreBusiness Docx®
Business Planning Drafting Software
Business Docx® is legal document management software that helps you draft high-quality legal documents that are tailored for small and mid-sized business clients. It includes contextual help, expert commentary, and other key legal resources to inform your decision-making as you draft for greater efficiency and accuracy.
Become a member today.
Learn MoreFeatured Resources
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Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans
Articles
Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans
How (and Why) to Start a Virtual Law Practice
Articles
How (and Why) to Start a Virtual Law Practice
5 Tips for a Better Law-Life Balance
Articles
5 Tips for a Better Law-Life Balance
Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning
Articles
Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning
Domestic Asset Protection Trusts after Toni 1 Trust
Articles
Domestic Asset Protection Trusts after Toni 1 Trust
The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice
Articles
The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice
Adding Business Planning to Your Estate Planning Practice
Videos
Adding Business Planning to Your Estate Planning Practice
Wealth Docx Health and Education Exclusion Trust (HEET) Sample
Downloads