Wealth Docx

Wealth Docx

WealthCounsel
+
+

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About

Defy distraction. Draft, review & research from the most accessible legal solution available. Access content and functionality from Lexis®, Practical Guidance® and Lexis® Search Advantage right from within your document. Access the renowned Shepard’s ® Citations Service as you write, and make sure your citation formats are correct too. Check citations 66% faster. Start and build your documents with confidence with precedent language from 850+ attorney authors and trusted legal proofreading tools. What used to be a time-consuming task can be accomplished quickly and efficiently within seconds with the award-winning TOA builder. Because Lexis for Microsoft Office tools give you direct access to vast Lexis Advance® content, you can take advantage of robust search filtering and work folders—plus real-time signals and comprehensive analysis by experienced attorney-editors via the industry-leading Shepard’s® Citations Service.

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 professionals and companies looking for a management solution to organize and manage all the information associated with their legal matters

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

No information available.
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

LexisNexis
Founded: 1970
United States
www.lexisnexis.com/en-us/support/lexis-for-microsoft-office/default.page

Company Information

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

Alternatives

Lexis

Lexis

LexisNexis

Alternatives

Lexis+ AI

Lexis+ AI

LexisNexis
Westlaw

Westlaw

Thomson Reuters

Categories

Categories

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Integrations

Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Microsoft 365
Microsoft Word
eCitation

Integrations

Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Microsoft 365
Microsoft Word
eCitation
Claim Lexis for Microsoft Office and update features and information
Claim Lexis for Microsoft Office and update features and information
Claim Wealth Docx and update features and information
Claim Wealth Docx and update features and information