Wealth Docx

Wealth Docx

WealthCounsel
+
+

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About

Clerky is the only online legal service obsessed with helping startup founders get legal paperwork done safely. Get your legal paperwork done with confidence, so you can get back to building your startup. Glide through the company formation process safely. Get important features that online legal services typically miss. By forming your startup on Clerky, you're setting it up with lifetime access to best-in-class software, products, and support. Clerky is the online service most often recommended by startup attorneys, because they know Clerky provides founders with the best chance of getting the paperwork done correctly. Clerky builds software to make legal paperwork easier for startups and their attorneys. From formation to fundraising to hiring, everything a startup needs. Thousands of top startups use Clerky to get legal paperwork done safely and efficiently.

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

Startup founders searching for an online legal service solution to get legal paperwork done

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

$99
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

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

Review this Software

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

Clerky
Founded: 2011
United States
www.clerky.com

Company Information

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

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Clerky and update features and information
Claim Clerky and update features and information
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