Wealth DocxWealthCounsel
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Related Products
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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.
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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
Anyone searching for a charitable giving solution
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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
$1.49 per user 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 InformationCharityvest
Founded: 2016
United States
www.charityvest.org/for-workplaces
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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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Integrations
No info available.
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Integrations
No info available.
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