Wealth Docx Complete is cloud-based estate planning software offering customizable templates for drafting wills, trusts, and advanced planning documents. It supports charitable giving, asset protection, and retirement strategies, enabling attorneys to create individualized legal documents efficiently from any device.

GunDocx is cloud-based software for drafting firearms trusts, including National Firearms Act (NFA) trusts. It helps attorneys create compliant documents for firearm legacy planning, minimizing legal risks in possession and transfer. The tool includes customizable templates, guided interviews, and automated legal updates for accurate and efficient drafting.

Wealth Docx Core is cloud-based software for attorneys to draft essential estate planning documents using customizable templates, guided interviews, and automated legal updates. It supports wills, trusts, client letters, and trust protector documents across devices.

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.

Elder Docx is cloud-based software for drafting elder law, special needs, and Veterans’ pension planning documents using customizable templates and guided interviews, accessible on any device.

BusinessDocx is cloud-based drafting software for attorneys providing business planning services. It supports document creation across all phases of a business’s lifecycle, from formation to succession. The platform offers customizable templates, guided interviews, and automated legal updates to help lawyers efficiently produce compliant, client-specific business documents.