Wealth Docx

Wealth Docx

WealthCounsel
+
+

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About

Ensure you have the legal documents required to run your business. Take the stress out of your incorporation and formation documents—we’ve got you covered. Never search for a document again. All your business paperwork, including formation documents and digital signatures, is stored securely online so you can access it anytime. Registering shows you mean business. Ownr makes it easy to register in minutes—no complicated legal jargon. You decide on the business structure that works for you. Start with a sole proprietorship and seamlessly upgrade to incorporation anytime. Much more than fill in the blank templates. We tailor the documents, automate corresponding resolutions, collect e-signatures and save the final version in your account.

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

Organizations searching for a powerful Business Filing solution

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

$499 one-time payment
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

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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

Ownr
Founded: 2017
Canada
www.ownr.co

Company Information

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

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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