Wealth DocxWealthCounsel
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationOwnr
Founded: 2017
Canada
www.ownr.co
|
Company InformationWealthCounsel
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.
|
|||||
|
|
|