Wealth DocxWealthCounsel
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Related Products
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About
LEGALFLY is an AI-native legal operating system designed for enterprise in-house teams, enabling organizations to handle the full range of legal work through secure, automated workflows that span contract review, drafting, legal research, due diligence, and regulatory monitoring. It transforms incoming legal requests into structured, end-to-end workflows by capturing context, routing tasks to the appropriate AI agents, and orchestrating execution across multiple steps such as review, negotiation, and compliance checks. It applies company-specific playbooks and standards to ensure consistency, automatically surfacing risks, generating redlines, and producing negotiation-ready summaries while maintaining a clear audit trail of decisions. It supports document drafting by turning contracts into smart templates that generate compliant first drafts, auto-populate key details, and apply clause logic based on jurisdiction, deal context, and risk profile.
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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
Enterprise in-house legal, compliance, and procurement teams that need to automate legal workflows, review contracts, and manage regulatory tasks using AI
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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
No information available.
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 InformationLEGALFLY
Founded: 2023
Belgium
www.legalfly.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 |
Alternatives |
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Categories |
Categories |
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Integrations
Google Drive
Microsoft 365
Microsoft Copilot
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Slack
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Integrations
Google Drive
Microsoft 365
Microsoft Copilot
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Slack
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