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. Review collected by and hosted on G2.com.

I'd like more flexibility in choosing which provisions to include. Review collected by and hosted on G2.com.

Wealth Docx is easy to navigate. I like the working document feature. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The Wealth Counsel system offers excellent educational resources for the estate planning attorney and a great platform to connect with othe practitioners. Review collected by and hosted on G2.com.

The cost is inordinately high for solos with limited estate planning business. It may be better to tailor cost to the extent of use. Review collected by and hosted on G2.com.

I like being able to word search for documents/provisions. Review collected by and hosted on G2.com.

It takes a while to really get the system set up to be used for quick drafting. Review collected by and hosted on G2.com.

Overall, good software there are a decent amount of options to start with. Review collected by and hosted on G2.com.

Customer service could be more responsive and there is a lot of room for growth in terms of customizations. Review collected by and hosted on G2.com.

The Community Forum, the Drafting Software and the Education tools. Review collected by and hosted on G2.com.

I get some weird errors in my drafting at times. Review collected by and hosted on G2.com.

This program is easy to use and easy to navigate. Review collected by and hosted on G2.com.

Not always as flexible as we need it to be when we have to add customized language. Review collected by and hosted on G2.com.

Streamlines our drafting process and assists with document quality control Review collected by and hosted on G2.com.

Customization of language not as easy as we'd like Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some things are a little more wordy then I would like. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.