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
  • Spousal conflict waiver
  • Initial client letters
  • Intake worksheet and comprehensive interview questionnaire
  • Engagement and disengagement letters
  • Invoices

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.
PT1
CT1
COMPATIBILITY

Mac and PC

Wealth Docx is compatible with both Mac and PC systems and can be accessed via a variety of different devices.
COLLABORATIVE COMMUNITY

Online Discussion Groups and State Forums

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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.