Celant Document Automation EngineCelant Innovations
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Wealth DocxWealthCounsel
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Related Products
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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?
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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
Legal companies looking for a computer assisted legal drafting software solution for their specific needs
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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
$50 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 InformationCelant Innovations
Founded: 2015
United States
www.celant.com
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Company InformationWealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
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Alternatives |
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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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