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.

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.

Become a member today.

Featured Resources

More Resources →

Wcq Q3 2017 Dos Donts Of Decanting Thumbnail

Amending an Irrevocable Trust: The Dos and Don'ts of Decanting

Articles

Amending an Irrevocable Trust: The Dos and Don'ts of Decanting

Decanting Trusts Estate Planning Irrevocable Trust IRT Tax Planning Trust Modification

Learn More →

Modifying An Irt Thought Paper Thumbnail

When the Irrevocable Trust No Longer Fits

Articles

When the Irrevocable Trust No Longer Fits

Decanting Trusts Irrevocable Trust IRT Trust Modification Trust Protector

Learn More →

Wcq Q3 2017 International Planning Thumbnail

What Every Estate Planner Should Know About Planning for Non-US Citizens

Articles

What Every Estate Planner Should Know About Planning for Non-US Citizens

Estate Planning International Tax Planning

Learn More →

Estate Of Powell Thumbnail

Estate of Powell: A New Example of Failed Deathbed Tax Planning

Articles

Estate of Powell: A New Example of Failed Deathbed Tax Planning

Best Deathbed Tax Planning Estate of Powell Estate Tax Repeal Family Limited Partnership (FLP) Tax Planning Valuation Discounts

Learn More →

Wcq Q3 2017 Pd In Age Of Uncertainty Thumbnail

Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly

Articles

Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly

Estate Planning Legal Marketing Practice Development Practice Marketing Technology

Learn More →

Ib 2704 Update Thumbnail

President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations

Articles

President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations

2704 Internal Revenue Code §2704 IRC §2704 Small Business Valuation Discounts

Learn More →

Ib Us V Harris Thumbnail

Drafting Third-Party Spendthrift Trusts after U.S. v. Harris

Articles

Drafting Third-Party Spendthrift Trusts after U.S. v. Harris

Asset Protection Estate Planning Spendthrift Trusts U.S. v Harris

Learn More →

Wcq Q32017 Potus 45 100 Days Thumbnail

POTUS 45 and The First Hundred Days (and Planning in the Years to Come)

Articles

POTUS 45 and The First Hundred Days (and Planning in the Years to Come)

Affordable Care Act (ACA) Business Planning Donald J. Trump Estate Planning Estate Tax Repeal Healthcare POTUS 45 Tax Planning

Learn More →