--- title: Wealth Docx® Reviews meta_title: 'Wealth Docx® Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 60 reviews by the users' company size, role or industry to find out how Wealth Docx® works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 60 scale: '5' date_modified: '2026-07-07' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Wealth Docx® Reviews **Vendor:** WealthCounsel **Category:** [Legal Document Drafting Software](https://www.g2.com/categories/legal-document-drafting) **Average Rating:** 4.4/5.0 **Total Reviews:** 60 ## About Wealth Docx® WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. With state-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently. Wealth Docx® is cloud-based document drafting software that allows you to create estate planning documents anywhere, on any device. Included in WealthCounsel’s Essential and Elder Law Professional memberships, Wealth Docx Core has interactive templates for creating essential estate planning documents such as wills, living trusts, client letters, and trust protector supporting documents. Included in WealthCounsel’s Trusts & Estates Professional and Elite memberships, Wealth Docx Complete includes all the essential documents found in Wealth Docx Core as well as interactive templates for drafting more complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement. ## Wealth Docx® Reviews ### 1. A great option for the sole practitioner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2019 **What do you like best about Wealth Docx®?** As a solo practitioner, I love that I have the brainpower of WealthCounsel behind me and access to a very generousl group of colleagues with incredible experience and wisdom. **What do you dislike about Wealth Docx®?** I'd like more flexibility in choosing which provisions to include. **What problems is Wealth Docx® solving and how is that benefiting you?** Keeping up with the law changes is challenging and WealthDox has my back on that. ### 2. New to Wealth Docx **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2019 **What do you like best about Wealth Docx®?** Wealth Docx is easy to navigate. I like the working document feature. **What do you dislike about Wealth Docx®?** There are several errors when you enable macros. Also, it would be nice to be able to edit in Working document mode, not just replace or remove. **What problems is Wealth Docx® solving and how is that benefiting you?** Not sure it's solving any business problems. ### 3. Top of the Line **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2019 **What do you like best about Wealth Docx®?** The Wealth Counsel system offers excellent educational resources for the estate planning attorney and a great platform to connect with othe practitioners. **What do you dislike about Wealth Docx®?** The cost is inordinately high for solos with limited estate planning business. It may be better to tailor cost to the extent of use. **What problems is Wealth Docx® solving and how is that benefiting you?** N/A ### 4. Great Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2019 **What do you like best about Wealth Docx®?** I like being able to word search for documents/provisions. **What do you dislike about Wealth Docx®?** It takes a while to really get the system set up to be used for quick drafting. **What problems is Wealth Docx® solving and how is that benefiting you?** I can quickly find what I am looking for, making documents more streamlined. ### 5. Useful, Online Customizations Could Improve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2019 **What do you like best about Wealth Docx®?** Overall, good software there are a decent amount of options to start with. **What do you dislike about Wealth Docx®?** Customer service could be more responsive and there is a lot of room for growth in terms of customizations. **What problems is Wealth Docx® solving and how is that benefiting you?** Estate planning documents, including trusts, wills, and ancillaries. ### 6. Great Community & User-friendly platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2019 **What do you like best about Wealth Docx®?** The Community Forum, the Drafting Software and the Education tools. **What do you dislike about Wealth Docx®?** I get some weird errors in my drafting at times. **What problems is Wealth Docx® solving and how is that benefiting you?** Faster completion times in drafting my estate documents. Also, great resource when doing research on a topic. ### 7. Daily User **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2019 **What do you like best about Wealth Docx®?** This program is easy to use and easy to navigate. **What do you dislike about Wealth Docx®?** Not always as flexible as we need it to be when we have to add customized language. **What problems is Wealth Docx® solving and how is that benefiting you?** Time saved on drafting. Less mistakes as information is put in only once. ### 8. Elemental for our EP Practice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2019 **What do you like best about Wealth Docx®?** Streamlines our drafting process and assists with document quality control **What do you dislike about Wealth Docx®?** Customization of language not as easy as we'd like **What problems is Wealth Docx® solving and how is that benefiting you?** Document assembly for large cases ### 9. An employee with out drama **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah O. | Founding Attorney, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2017 **What do you like best about Wealth Docx®?** This system makes it possible to create multiple docs very quickly and accurately. Changes are simple to make across all documents. Support is quick and easy to work with. It helps your timeline so much, it is like having a new employee without all the drama. **What do you dislike about Wealth Docx®?** Some things are a little more wordy then I would like. **Recommendations to others considering Wealth Docx®:** The best way to learn this system is to do a plan for your self. You can do everything from a simple will plan to a complete tax plan for taxable estate. Don't let that overwhelm you. There are a lot of tips and tricks WealthCounsel offers to customize the process to your needs. **What problems is Wealth Docx® solving and how is that benefiting you?** Drafting time was cut dramatically. Systematized across the entire team. Increased profit margin due to efficiency. ### 10. Great Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Helen V. | Legal Assistant, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2017 **What do you like best about Wealth Docx®?** I really liked that you can create state-specific estate planning documents just by answering some questions. Wealth Docx was created from the original Hot Docs program, but is MUCH more user friendly and complete. Documents are easily customized and it only takes a fraction of the time normally spent on drafting documents. Wealth Docs also has a separate corporate package that you can add to create all your business formation documents. **What do you dislike about Wealth Docx®?** You have to have to have prior knowledge about estate planning and business formations prior to using this program in order to be able to accurately answer the questions and formulate your documents. **What problems is Wealth Docx® solving and how is that benefiting you?** It is a HUGE timesaver. - [View Wealth Docx® pricing details and edition comparison](https://www.g2.com/products/wealth-docx/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+08%3A37%3A19+-0500&secure%5Bsession_id%5D=ac860ef2-2158-45fd-bd8f-e2a2dfc712c0&secure%5Btoken%5D=dda433eb303395584325b854db70691b3cae896b98c08985d40ab51aec1e4a10&format=llm_user) ## Wealth Docx® Integrations - [Lawmatics](https://www.g2.com/products/lawmatics/reviews) ## Wealth Docx® Features **Platform Additional Functionality** - Dashboard - Cloud - Mobility **Generative AI** - AI Text Generation - AI Text Summarization **Platform Content** - Automation - File Sharing - Content Library **Agentic AI - Legal Document Drafting** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Basics** - Interoperability - Offline Editing - E-Signature ## Top Wealth Docx® Alternatives - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews) - [Westlaw](https://www.g2.com/products/westlaw/reviews) - 4.4/5.0 (192 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews)