Wealth Docx® Software
ESTATE PLANNING
Comprehensive Drafting
Wealth Docx is cloud-based document drafting software that allows you to create world-class estate planning documents anywhere, on any device. With interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement, Wealth Docx has everything you need to draft confidently, competently, and efficiently.
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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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Documents Included
The following is a sampling of the drafting documents included in the Core and Complete versions of Wealth Docx. You can also download a digital copy of the list.
Core Version
Will System
- Wills with and without tax-sensitive planning
- Client portfolio inserts, instructions, and will summary
- Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit
Living Trust System
- Individual, joint, and pour-over revocable trusts
- Funding instructions
- Comprehensive interview questionnaire
- Estate tax and generation-skipping transfer tax planning utilizing disclaimers, Clayton election, and formula funding
- Continuing and testamentary trusts for beneficiaries
- Comprehensive charitable planning, including testamentary charitable trust and private foundation
- Trust protector provisions
- Conduit trust provisions for retirement accounts
- Ancillary documents, including pour-over will, power of attorney, and property agreement
Client Letters Suite
- Spousal conflict waiver
- Initial client letters
- Intake worksheet and comprehensive interview questionnaire
- Engagement and disengagement letters
- Invoices
Trust Protector Supporting Documents
- Documents for exercising trust protector powers
- Documents for the appointment, removal, replacement, or resignation of trust protectors
Complete Version (includes all Core document systems)
Irrevocable Trust System
- Individual and joint irrevocable life insurance trusts (ILIT)
- Domestic asset protection trust (DAPT) (Alaska, Delaware, Nevada, South Dakota)
- Third-party DAPT (aka hybrid DAPT)
- Gifting trust
- Trust protector provisions
- Health and education exclusion trust (HEET)
- Inheritor's trust (BETIR, BDIT, BDGT)
- Intentionally defective grantor trust (IDGT)
- IDGT gift and sale documents
- 2503(c) minor's trust
- Ancillary documents, including certificate of trust, demand right notification, trustee resignation and removal, promissory note, and client letters and enclosures
Charitable Planning System
- Charitable remainder trust (CRAT, CRUT, NICRUT, NIMCRUT, FLIP-CRUT)
- Charitable lead trust (CLAT, CLUT)
- Private foundations, corporate and trust
- Ancillary documents, including gift agreement, gift annuity agreement, life estate reserved deed, maintenance and ownership agreement, and certificate of trust
Retirement Planning System
- Standalone retirement trust
- Beneficiary designations
- Ancillary documents
Qualified Terminable Interest Property Trust System
- Lifetime Qualified Terminable Interest Property (QTIP) trust
- Ancillary documents, including QTIP certificate of trust, and trustee removal and replacement
Qualified Personal Residence Trust System
- Qualified personal residence trust (QPRT)
- Ancillary documents, including QPRT certificate of trust, and trustee removal and replacement
Grantor Retained Trust System
- Grantor retained trust (GRAT, GRUT, GRIT)
- Ancillary documents, including GRT certificate of trust, and trustee removal and replacement
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PORTABILITY
Practice from Anywhere
Wealth 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
Wealth 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.