Attorneys AssistantLegal Easy Technologies
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Wealth DocxWealthCounsel
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Related Products
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About
Attorney's Assistant Client Version allows you to complete all the information needed to file your case. If your attorney has given you this website that means they feel it very important that a detailed intake be done. Please complete every screen with as much information as possible to assist your attorney. The more you complete, the better they will be able to represent you. Download the software from the above link by choosing Open/Run/Save when prompted. Your download manager will prepare the file for downloading. Some computers need additional permission so you may need to choose a drop-down and "Keep Anyway" or "Run Anyway". Once installed you will see an icon on your desktop labeled Attorney's Assistant. Double click on Attorneys' Assistant icon and choose your type of case. Continue through each screen inputting detailed information. Your data is saved on your computer’s hard drive. You may exit the software and continue input at any time.
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About
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Attorneys and legal professionals seeking a solution to complete all the information needed to file their case
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Audience
Estate planning attorneys requiring a solution to draft a wide range of planning document
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$24.95 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLegal Easy Technologies
Founded: 1997
United States
www.legaleasy.com/client/
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Company InformationWealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
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Categories |
Categories |
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Legal Document Management Features
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
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Integrations
No info available.
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Integrations
No info available.
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