Wealth Tracx is cloud-based trust administration software for attorneys and their staff. It streamlines post-death administration with customizable task management, batch document generation, and integration with Wealth Docx. The platform supports efficient workflows, compliance, and accurate tracking of assets, liabilities, and beneficiary communications.
Vendor
WealthCounsel
Company Website
Wealth Tracx
Wealth Tracx is a comprehensive cloud-based trust administration software designed for attorneys and their staff. It streamlines the post-death administration process by offering intelligent task management, document generation, and workflow tracking. Integrated with Wealth Docx, it enables seamless transition from trust creation to administration, ensuring accuracy, compliance, and efficiency throughout the lifecycle of a trust.
Features
- Customizable task management with over 200 predefined steps
- Batch generation of trust administration documents
- Integration with Wealth Docx for seamless data transfer
- Asset and liability tracking tools
- Automated checklists, forms, letters, and reports
Capabilities
- Manage multiple trusts from intake to final administration
- Assign tasks, set due dates, and monitor progress
- Generate trustee manuals, valuation letters, and beneficiary agreements
- Compile ledgers, inventories, and beneficiary reports
- Support consistent and compliant trust administration workflows
Benefits
- Improves workflow efficiency and reduces administrative burden
- Minimizes risk and ensures legal compliance
- Enhances collaboration across legal teams
- Provides a centralized platform for trust-related documentation
- Supports scalable trust administration services