Create documents with confidence.

WealthCounsel drafting solutions were designed by estate planning attorneys, for estate planning attorneys. That means you’ll have everything you need to create accurate, up-to-date, professional documents quickly and easily, with consistent results. In fact, all legal and legislative changes are built right in. Your clients will love the professional look and the straightforward language–and you’ll love the extra time you have for them.

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.

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Business 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.



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