Wealth DocxWealthCounsel
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Related Products
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About
Litera is the world’s leading provider of legal workflow and workspace technology. Hundreds of organizations around the globe trust Litera to help their legal teams draft, collaborate, and manage their work, so they can focus more time on what really matters to the people they serve. Litera is transforming the way legal teams of all sizes perfect documents, run deals, and manage cases. Reduce write-offs and write-downs by leveraging technology. Improve client service and turnaround time. Reduce time spent on manual, tedious, and repetitive tasks. Litera Desktop is a single toolbar that includes everything a lawyer needs to draft documents creating an integrated, seamless experience that ensures user adoption and consolidates vendors. Litera Desktop is the legal industry’s only unified solution that supports the best-of-breed document drafting technology through a single Word ribbon, streamlining the lawyer’s workflow and creating operational efficiencies for IT departments.
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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 teams looking for a powerful Document Management solution
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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
$116 per year
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 InformationLitera
Founded: 2001
United States
www.litera.com
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Company InformationWealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Fliplet
Nexl
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