G2

Paul B.

Attorney

Small-Business (50 or fewer emp.)

2/5/2019

"Don't Practice Estate Planning Without It"

5/5

What do you like best about Wealth Docx®?

Wealth Docx is an incredibly powerful drafting platform. I could not imagine maintaining a busy estate planning practice without it. The ability to create complex documents quickly with a minimum of errors is a huge asset to our practice. If used appropriately, it can also be a very valuable teaching tool for learning how to properly draft new types of Trusts. Review collected by and hosted on G2.com.

What do you dislike about Wealth Docx®?

I dislike the minor formatting issues (often missing Article citations) that we must address, but I am now accustomed to catching and correcting these as I review the documents. Review collected by and hosted on G2.com.

Recommendations to others considering Wealth Docx®:

If you run a busy estate planning practice (or if you want to), you need to use very robust drafting software. Wealth Docx is the leader in this space for a reason. I have recommended it to several colleagues. If you are doing your part with marketing, staffing, and running your practice, the initial investment and monthly software as a service fee for WealthDocx will very quickly pay for themselves once you start to use this software. Review collected by and hosted on G2.com.

What problems is Wealth Docx® solving and how is that benefiting you?

I would not be able to produce high-quality estate planning documents nearly as quickly without WealthDocx. Review collected by and hosted on G2.com.