Wealth Docx Complete

Wealth Docx Complete is a cloud-based estate planning software designed for attorneys to draft a wide range of legal documents from any device. It includes interactive templates for basic to complex wills and trusts, charitable planning, asset protection, and retirement strategies. The platform supports efficient, compliant, and customized document creation tailored to each client’s unique needs.

Features

• Interactive templates for wills, trusts, and advanced planning
• Customizable drafting tools and guided interviews
• Automated legal language updates
• State-specific statutory references
• Scenario-based design templates for recurring fact patterns

Capabilities

• Create individualized documents for estate, charitable, and retirement planning
• Draft irrevocable trusts, QTIPs, and asset protection trusts
• Generate client letters, intake forms, and supporting documents
• Support for trust protector appointments and charitable remainder trusts
• Access and edit documents securely from any device

Benefits

• Boosts drafting efficiency and accuracy
• Reduces compliance risk with up-to-date legal content
• Improves client service through tailored documentation
• Enables remote work and collaboration
• Streamlines complex planning scenarios