WealthCounsel
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Wealth Docx® provides legal document templates to help increasing efficiency and creating high-quality, accurate documents with ease.
With helpful and intuitive document preview and interview features—as well as ways to reflect client preferences immediately—you’ll wonder how you ever got along without this drafting system.
Included in the Elder Law Professional and Elite memberships, Elder Docx™ is cloud-based document-drafting software that allows you to create world-class elder law, special needs planning, and Veterans’ pension planning documents anywhere, on any device. With interactive interviews and customizable templates, Elder Docx has everything you need to draft confidently, competently, and efficiently.
WealthCounsel Reviews
Charles S.
Partner at Kimball, Tirey & St. JohnA comprehensive tool for generating estate planing documents
Hollie D.
Great Confidence Builder
Sally B.
Invaluable for sole practitioners
About
What is WealthCounsel?
WealthCounsel is a company that provides comprehensive resources and support for estate planning and business law attorneys. Their services include a suite of automated document drafting software, educational resources, and a community platform designed to enhance the efficiency and expertise of legal professionals. WealthCounsel aims to enable attorneys to deliver high-quality legal documents and advice to their clients by streamlining the drafting process and offering continuous professional development opportunities.