I appreciate WealthCounsel's approach to education and keeping their documents current. I also love the flexible drafting approaches so that I have many sizes for the variety of clients. Review collected by and hosted on G2.com.

I wish there were more flexibility between the full and simplified trust. there are many instances where I want some articles or provisions from the full trust but don't need anything else. It would be nice to be able to customize which articles I can use for a trust, rather than being stuck with full or simplified Review collected by and hosted on G2.com.

It is very easy to navigate through the questions and I love that you are able to review the document during the interview process. Review collected by and hosted on G2.com.

I have not found much that I have disliked about the program. Review collected by and hosted on G2.com.

I like the community approach and monthly teleconferences to share best practices. Review collected by and hosted on G2.com.

It is very expensive for those starting out in estate planning. I live in a very competitive market and it takes a few plans to recoup the annual license. Review collected by and hosted on G2.com.

The software is comprehensive and user-friendly, and whenever I have needed help, the software support team has always been there to help same day, usually within the same hour. Review collected by and hosted on G2.com.

My complaints are about tiny nits and nats that are not worth mentioning. Review collected by and hosted on G2.com.

I really appreciate that you can create your own scenarios in order to save time for plans that are often quite similar. I also like the comments section that allows another user to review any questions or notes you may have. Review collected by and hosted on G2.com.

I like having the ability to edit the working document, but I feel it is rather cumbersome, especially if you are trying to create an option to save your edit for future use (the correct gender/pronoun field is not always available). Review collected by and hosted on G2.com.

The various types of estate planning and business planning documents that WealthDocx has available. Review collected by and hosted on G2.com.

There is nothing that I dislike. Everything is great. Review collected by and hosted on G2.com.

Ease of drafting--I like being able to overlay previously created templates to create new templates. Review collected by and hosted on G2.com.

I wish it were easier to customize my templates (font, etc.). Also, it'd be nice if I could go in and recreate one or two paragraphs only of a Trust, without needing to go through the whole answer file or regenerate all documents. Review collected by and hosted on G2.com.

The ease of use, the boxes that define different selections you can choose. Review collected by and hosted on G2.com.

Unless I am missing it, an area to do solely POA documents. Review collected by and hosted on G2.com.

The fact that it is so user friendly and the information provided in the help sections allows you to make an informed decision, rather than an educated guess. Allso, the support and community are awesome! Review collected by and hosted on G2.com.

I haven't found anything I don't like yet. Review collected by and hosted on G2.com.

WealthDocx allows me to serve my clients with confidence, and to focus my energy on advising rather than document preparation. I love knowing that our estate plans are internally consistent and up-to-date. Review collected by and hosted on G2.com.

It is a substantial expense for a solo practitioner, so estate planning really needs to be a regular practice area for it to make sense. Review collected by and hosted on G2.com.