Estate Planning and Business Planning Tools

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.

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.