Gun Docx® Software
FIREARMS PLANNING
Firearm-Specific Legacy Planning
Gun Docx is cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning. With regularly updated templates, you can quickly, easily, and accurately offer firearms planning and draft traditional gun trusts and NFA firearms trusts for your clients.
WE PRACTICE EXCELLENCE
Peace of Mind for You and Your Clients
How can Gun Docx help your practice?
Firearms are different from other types of tangible personal property, as possession and transfer create a risk of criminal liability under federal and state law if done incorrectly. Gun Docx gives you the resources and tools to help educate your clients on how to avoid accidental felonies and ensure their firearms are properly handed down to the next generation.
What are the options?
Gun Docx offers three editions that can be customized to fit your clients’ needs. Each edition
- contains trustee duties and powers appropriate to firearms ownership and consistent with the NFA and other relevant law,
- provides a mechanism for temporary sharing of firearms with identifiable beneficiaries, and
- includes a Schedule A for listing NFA firearms.
Schedule a Demo of Our Firearms Planning Software
Schedule a Demo
Schedule a Demo
World-Class Features
CUSTOMIZED DRAFTING
Easily customize and create drafting templates to fit the needs of your clients and practice.
INDIVIDUALIZED DOCUMENTS
Design documents to meet each client’s unique circumstances using guided interviews.
COMMON SCENARIOS
Use the Scenarios feature to create a design template for specific or frequently encountered fact patterns.
AUTOMATED UPDATES
Draft confidently knowing that the software is updated with the latest legal language and enhanced functionality.
STATE DOCUMENTS
Incorporate preferred provisions or recommended statutory references for selected states.
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PORTABILITY
Practice from Anywhere
Gun Docx is a cloud-based software solution that allows you to securely access real-time files and collaborate with your staff anytime, anywhere.
COMPATIBILITY
Mac and PC
Gun Docx is compatible with both Mac and PC systems and can be accessed via a variety of different devices.
Training and Customer Support
Live, virtual, and personalized training included with subscription
Multiple learning opportunities available for all experience levels
Unlimited member support from our Member Services and Software Support teams
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CONTINUE TO GROW
Complimentary On-Demand and Live CLE
WealthCounsel members get access to an array of on-demand learning resources. Use the learning library anytime to find recorded webinars, e-books, and articles on the topics of trusts, wills, business planning, tax law, and trust administration, among many others. WealthCounsel members also get priority registration and members-only pricing for special events.
DRAFT CONFIDENTLY
Pricing
The pricing for our software is based on the size of your firm and the nature of your practice. Accordingly, we have found it best to have a personal conversation to ensure that the cost aligns with your firm’s needs. The best way to get exact pricing appropriate for your firm is to schedule a call with a Practice Development Consultant to discuss your goals and needs, walk through the software, and explore how a WealthCounsel membership can benefit your practice. Fill out the form below to schedule a demo.