Estate Planning for Blended Families

By WealthCounsel Staff on Nov 3, 2017, 4:00:00 PM

Blended Families choose WealthCounsel

Attorneys face unique challenges when working with blended families. When planning for blended families, attorneys must take into account property that each spouse owns from their prior marriages as well as property that is jointly owned by the spouses in the current marriage. This requires an understanding of the nuances of each case and special tools to address client needs.

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Round Up of Promising Legal Technology that Could Transform the Practice of Estate Planning Law: Part 2

By WealthCounsel Staff on Oct 30, 2017, 1:40:09 PM

Learn more about how legal technologies are quickly transforming the practice of estate planning law

From user-friendly smartphone apps to sophisticated artificial intelligence chatbots, legal technologies are transforming the practice of estate planning law. Let’s explore more innovations that could help your firm.

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Innovative, Cloud-Based Document Drafting Software Gives Estate Planning Attorneys Flexibility, Security

By WealthCounsel, LLC on Oct 27, 2017, 8:00:00 AM

  • Accessible, cloud-based document drafting software lets attorneys draft securely from anywhere, on any device, providing a “virtual office”

  • Improves collaboration, eliminates common drafting errors, and simplifies editing, saving attorneys time that they can spend focusing on client relationships

  • Includes ancillary documents specific to each U.S. state

  • Document Set View lets you see all ancillary documents in one place

  • Add-a-clause feature enables attorneys to create their own clause libraries

SALT LAKE CITY — WealthCounsel, the nation’s leading provider of document drafting software for estate planning attorneys, today announced Wealth Docx® online, an enhanced, cloud-based version of its traditional software solution. Now attorneys throughout the country can draft estate planning documents more efficiently and securely while improving collaboration and gaining real-time access to ancillary documents specific to every U.S. state.

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