Wealth Docx® is the nation's leading estate planning software.
Wealth Docx allows you to easily draft accurate documents that reflect your clients’ unique needs.From basic estate planning to more complex tax and business planning strategies, Wealth Docx helps you increase your drafting efficiency so you can spend time where it matters most: with your clients.
Wealth Docx:
Increases productivity and profitability
Puts a world-class legal and best practices knowledge base at your fingertips
Guides you through the iterative client interview process
Enables you to meet and exceed client expectations
Runs on Windows and Mac computers
Contact us now to learn more about Wealth Docx and to schedule a free demo.
Draft with confidence, knowing your forms will be kept up-to-date
" Using Wealth Docx is really the only way I draft documents for my clients. I can do a will and power-of-attorney documents in about 45 minutes – something that used to take several hours to do."
Contact us now to learn more about Wealth Docx and to schedule a free demo.
WealthCounsel respects your privacy. We will not sell, rent or otherwise disclose your personal information to third parties.
"Using Wealth Docx is really the only way I draft documents for my clients. I can do a will and power-of-attorney documents in about 45 minutes – something that used to take several hours to do."
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