Elder Docx

Elder Docx is a cloud-based document-drafting software designed for attorneys practicing elder law, special needs planning, and Veterans’ pension planning. It enables users to create high-quality legal documents from anywhere, on any device, using customizable templates and dynamic interviews. Elder Docx is included in WealthCounsel’s Elder Law Professional and Elite memberships.

Features

• Customizable drafting templates tailored to elder law and related practices
• Expansive document library covering elder law, special needs, and Veterans’ pension planning
• Annotated documents with legal footnotes and client-friendly summaries
• Automated updates with current legal language and best practices
• Secure cloud-based access across devices
• Intelligent Client Intake system for efficient data collection
• Integration with other WealthCounsel tools in Elite membership

Capabilities

• Draft over 200 elder law-related documents in the Elder Law Professional membership
• Draft over 300 documents in the Elite membership, including estate planning, business law, and firearms planning
• Streamline client onboarding with secure online forms and automated data transfer
• Collaborate with a nationwide attorney network
• Access on-demand and live CLE training for elder law and related topics
• Receive unlimited support from dedicated Member Services and Software Support teams

Benefits

• Increased efficiency and accuracy in document creation
• Reduced manual data entry and risk of errors
• Enhanced client communication through plain-English summaries
• Continuous legal education and practice-building resources
• Scalable solution for solo practitioners and law firms
• Improved client service and satisfaction
• Access to a collaborative legal community