Wealth Docx by WealthCounsel

Wealth Docx

by WealthCounsel


Overview

Wealth Docx by WealthCounsel is a robust document drafting software platform specifically designed for estate planning and business law professionals. It has been serving the legal industry since 1997 when WealthCounsel was founded. The parent company, WealthCounsel, is a membership-based organization providing education and collaborative resources for estate planning professionals.

Wealth Docx is a leading tool in the estate planning segment of the legal market, with capabilities including trust and estate planning documents, wills, powers of attorney, healthcare directives, business agreements, and more. It is designed to streamline the document creation process, with a focus on efficiency and accuracy.

The software helps professionals draft legally sound documents while saving time and improving productivity. The capabilities of the software include comprehensive estate planning, elder law planning, and business planning. It offers a library of attorney-authored documents that are continuously updated to reflect changes in law, thus helping lawyers maintain compliance with current regulations.

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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Law Firms - 500+ lawyers

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