The software is top of the line and always being reviewed and evaluated by WealthCounsel. But even more than that, the Wealth Counsel network through listservs, community posts, and forums has been a game-changer. I have gained business through referrals in the network and even being able to add revenue through contract work with other members. Not to mention, there are endless educational programs as part of your membership that count for MCLE. Review collected by and hosted on G2.com.

I'm not sure I really disliked anything. Review collected by and hosted on G2.com.

Typically never have a hard time finding the right page to draft documents. Review collected by and hosted on G2.com.

Can sometimes be a little difficult to navigate to specific parts of the documents being drafted. I.E. changing specific things about clients information after it has been saved once. Review collected by and hosted on G2.com.

I like the fact that WealthDocx attempts to add a measure of order and organization to the management of estate plans. The structure is solid and understandable; forcing you to organize your plans even as you create them. Review collected by and hosted on G2.com.

I dislike operating in an online / cloud environment. I sometimes feel a little trapped by the fact that a portion of my estate plans exist only in the cloud. Review collected by and hosted on G2.com.

Comprehensive, there are a lot of options that are helpful for clients Review collected by and hosted on G2.com.

Hard to customize retirement plans. I have to go outside of the website to insert customizations. Review collected by and hosted on G2.com.

We like the questionnaire process and ease of preparation. Review collected by and hosted on G2.com.

Sync to word document isn’t always seamless. Review collected by and hosted on G2.com.

The vast array of resources at my fingertips. Review collected by and hosted on G2.com.

Sometimes generating documents takes a long time. Review collected by and hosted on G2.com.

The explanations it provides for what information to provide Review collected by and hosted on G2.com.

It is sometimes hard to figure out where to access the forms. Review collected by and hosted on G2.com.

Up to date and accurate; comprehensive Review collected by and hosted on G2.com.

lack of flexibility and repetition in answer sets Review collected by and hosted on G2.com.

There are various resources and tools available at your fingertips. Review collected by and hosted on G2.com.

There is nothing I do not like about WC. Review collected by and hosted on G2.com.

The need for a subscription to a third party software solution just to assemble documents is mitigated by the Wealth Docx platform having the ability to assemble off-site built in. Review collected by and hosted on G2.com.

State-specific solutions can take a long time to be implemented. Review collected by and hosted on G2.com.