Wealth Docx

Wealth Docx

WealthCounsel
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About

Make employees the authors of your impact story through corporate charitable giving. Automatic rules-based charitable matching, reporting, and administration in one simple platform. Fulfill unlimited matching gifts to over 1.4 million verified global charities, with zero paperwork, through one consolidated monthly payment. Select charities to fundraise for or allow us to suggest curated causes to drive giving with purpose. Issue stipends of charitable money to empower employees, customers or ERGs to give your philanthropic dollars where they believe it will do the most good. We’ll send you data on engagement, participation, donation totals, and top organizations. Use insights to reinforce your culture and brand. Our compliance technology eliminates the need to verify employee gifts or validate the charitable status of organizations.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a charitable giving solution

Audience

Estate planning attorneys requiring a solution to draft a wide range of planning document

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1.49 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Charityvest
Founded: 2016
United States
www.charityvest.org/for-workplaces

Company Information

WealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete

Alternatives

Alternatives

Pledge

Pledge

Pledgeling Technologies

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Charityvest and update features and information
Claim Charityvest and update features and information
Claim Wealth Docx and update features and information
Claim Wealth Docx and update features and information