Wealth DocxWealthCounsel
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Related Products
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About
Niyam.ai leverages cutting-edge AI to simplify legal tasks such as document drafting, compliance checks, and research. Our platform saves time, reduces errors, and offers advanced features tailored for legal professionals, MSMEs and Corporates. Its unique selling point is its ability to generate high-quality legal content while maintaining accuracy and compliance with local regulations. Niyam.ai also provides customizable templates for various legal needs, ensuring users can adapt the platform to their specific workflows.
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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 drafting
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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 VideosNo images available
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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 InformationNiyam.ai
Founded: 2024
India
niyam.ai
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Company InformationWealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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