Business Docx® Software
BUSINESS PLANNING
Customized Documents
Included in the Trusts & Estates Professional and Elite memberships, Business Docx is cloud-based document drafting software that provides an intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle—from formation to succession. This comprehensive solution gives new and experienced attorneys the confidence to create and customize sophisticated business planning documents.
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World-Class Features
CUSTOMIZED DRAFTING
Easily customize 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 LLC formation structures.
AUTOMATED UPDATES
Draft confidently knowing that the software is updated with the latest legal language and enhanced functionality.
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FORMATION TO SUCCESSION
Documents Included
The following is a sampling of the business planning documents included with Business Docx. You can also download a digital copy of the list.
Formation and Startup
- LLC operating agreements
- LLC formation documents
- Partnership agreements
- Corporate formation documents
- Entity conversion documents
Operational Matters
- Nondisclosure/noncompetition agreements
- Meeting minutes and resolutions
- Lease agreements
- Employee handbooks
- Employee agreements
- Compensation agreements
- Independent contractor agreements
Exit and Succession
- Buy-sell agreements
- Equity purchase agreements
- Asset purchase agreements
- Secured promissory notes
- Security agreements
Client Communications
- Assorted letters and memos for client updates
- Intake questionnaires and forms for client consultations
- Tools for ongoing business client maintenance programs
THE RIGHT FEATURES
LLC Operating Agreements
Business Docx provides you with the resources to feel confident in the documents you prepare. Download the LLC Operating Agreement Versions comparison chart to see an example.
FOR THE RIGHT DOCUMENTS
Buy-Sell Agreements
Business Docx helps you meet the unique needs of each client. Download the Buy-Sell Agreement Versions comparison chart to see an example of the resources available to you.
Membership
Being a WealthCounsel member means more than just having the latest legal document-drafting software—it also provides you with expert educational resources; allows you to be part of an active, nationwide community of like-minded attorneys who share invaluable knowledge, experience, and expertise; and gives you unlimited customer and software support.
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Pricing
Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.