Wealth Docx

Wealth Docx

WealthCounsel
+
+

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About

Spend your time doing high-value activities, not drudgery. Flexibility to create just what you want, delivered when you need it. 100% Accurate, consistent, and compliant, no matter who drafts. Spend your time focused on your expertise — not bogged down in drafting documents. Allocate better use of resources, enable non-lawyers to draft documents. Streamline review processes & ensure regulatory compliance with automation. Increase your efficiency, effectiveness, customer satisfaction (and reviews). We've got your back. Our smart automation does the double checking for you. Increase your revenue; do so much more — all with existing manpower. Our in-house staff will convert your forms into well-designed templates. Design like a pro with our simple markup syntax (no coding required!) There are lots of document automation solutions on the market. So what should you look for and consider in your evaluation process?

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

Legal companies looking for a computer assisted legal drafting software solution for their specific needs

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

$50 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

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

Celant Innovations
Founded: 2015
United States
www.celant.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 Celant Document Automation Engine and update features and information
Claim Celant Document Automation Engine and update features and information
Claim Wealth Docx and update features and information
Claim Wealth Docx and update features and information