The premier document drafting software that provides a leading edge to your trusts and estates practice.
With Wealth Docx you get:
Discover how valuable and easy it is to automate your document solutions with Wealth Docx. You will be able to quickly create sophisticated, customized solutions that meet your client’s needs and put you ahead of the competition.
Say goodbye to copy & paste. Say hello to Wealth Docx, your own personalized tool to start drafting smarter, faster and easier. Do we need to say more? Download a sample list of the solutions we offer through the Wealth Docx platform today or schedule a demo.