Wealth Docx Core

Wealth Docx Core is a cloud-based estate planning software designed for attorneys to draft essential legal documents efficiently and accurately. Included in the Essential and Elder Law Professional memberships, it provides interactive templates for wills, living trusts, client letters, and trust protector documents. The platform supports individualized planning through guided interviews and customizable templates, ensuring compliance and adaptability across jurisdictions.

Features

• Interactive templates for wills, living trusts, and ancillary documents
• Guided interviews for personalized document creation
• Scenario-based design templates for common planning patterns
• Automated legal language updates
• State-specific statutory references and provisions

Capabilities

• Draft core estate planning documents from any device
• Create client-specific portfolios and summaries
• Support estate tax and generation-skipping transfer tax planning
• Generate client letters and intake forms
• Manage trust protector appointments and related documentation

Benefits

• Improves drafting speed and legal accuracy
• Reduces compliance risk with up-to-date content
• Enhances client service through tailored planning
• Supports remote work and flexible access
• Streamlines routine estate planning workflows