Build a 5-Star Estate Planning Practice With WealthDocx

Industry’s Leading Estate Planning Drafting System Increases Productivity and Drives Growth
 
Precise, unequivocal language that is firmly rooted in current and relevant federal, state and local law and rules is the foundation upon which preeminent attorneys create estate, business and tax planning documents for their clients.

Meeting client expectations for legal documents that state their intent in language that is explicit, valid and easily understood by both legal and lay readers often requires extensive research, and tedious, time-consuming drafting and editing. But it’s necessary if those documents are to withstand the frequent challenges that contribute to backlogged court dockets.

Equally important, the time you spend drafting legal documents detracts from the time you could be spending meeting with current and prospective clients to solidify existing client relationships and expand into new practice areas. 

That’s why WealthCounsel developed WealthDocx, the nation’s leading estate planning software. 

WealthDocx:

Increases productivity and profitability – expediting the drafting process so you can spend more time with clients and prospects, without the need to add staff 
Puts a world-class legal and best practices knowledge base at your fingertips – WealthDocx is the product of the collaborative input of thousands of estate planning attorneys in a single, easy-to-use software solution that is updated as warranted
Guides you through the iterative client interview process – ensuring that all relevant issues are addressed prior to the drafting process 
Enables you to meet and exceed client expectations – for clear, crisp, error-free, and legally rock-solid planning documents
Keeps you up-to-date – on the latest regulations, trends and best practices in estate, tax and business planning in all jurisdictions across all 50 states
Runs on Windows and Mac computers – eliminating the need for you to purchase dedicated, expensive hardware to run WealthDocx 

Most important, only WealthCounsel members have access to WealthDocx. This gives them a competitive advantage as they serve their clients and build their practices.

Contact us now to learn more about WealthDocx and to schedule a free demo.