I especially love the information button. I mostly appreciate the details in each option. Review collected by and hosted on G2.com.

I dislike that my contacts do not constantly integrate but must be done manually. If there is a way around this I would love to know. Also I do not see on the contact level how to add relationships if they are not children. If the options are there they are not easy to find. Review collected by and hosted on G2.com.

The forms provide helpful tips and thing to think about during the drafting process which is particularly helpful if you are new to the practice area. Review collected by and hosted on G2.com.

Although there are several tips along the way it would also be helpful to include more explanation as to what the purpose of a particular provision is, perhaps the statutory reference or other legal authority providing additional info. Review collected by and hosted on G2.com.

The single biggest benefit is that it significantly reduces the time needed to draft estate planning documents. I also have more confidence in the quality of the templates than I did in the past with our firm's old forms. Review collected by and hosted on G2.com.

Sometimes generates documents that are a bit lengthy and could be shortened with certain drafting style and form changes. Review collected by and hosted on G2.com.

Easy to edit and insert additions. I like the choices to cover most needs. Review collected by and hosted on G2.com.

Hate that wealth docs and elder docs are seperated Review collected by and hosted on G2.com.

It's ease of use for general estate planning documents that also allows flexibility. Review collected by and hosted on G2.com.

When you do a spousal conversion, customizations do not automatically convert. Some areas could use more flexibility for customization. Review collected by and hosted on G2.com.

I like how easy and intuitive the platform is to use Review collected by and hosted on G2.com.

The separation of the estate planning side and the business planning documents Review collected by and hosted on G2.com.

The unified approach to all my document generation needs and knowledge that I have up to date forms Review collected by and hosted on G2.com.

Nothing, it is a very complete product!! Review collected by and hosted on G2.com.

This software makes drafting easier and gives you a piece of mind since you know you will always have up to date documents. Review collected by and hosted on G2.com.

You don't always get updates when something changes. Review collected by and hosted on G2.com.

I love that the WealthDocx drafting software is online so I can use any computer anywhere to draft my documents and get started immediately, allowing me to meet my client's last minute needs. Review collected by and hosted on G2.com.

Sometimes the program does not allow for some of the special drafting my clients request. Review collected by and hosted on G2.com.

Wealthdocx accounts for just about any issue an estate planning attorney may face when drafting an estate plan. It teaches you and reassures you along the way. Review collected by and hosted on G2.com.

The interface could use some work and be more intuitive. Review collected by and hosted on G2.com.