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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Definely is an integrated add-in suite for Microsoft Word designed specifically for legal professionals to efficiently create, draft, proofread, review, and comprehend intricate legal documents within their usual workflows. With the Definely Suite, users can easily access and incorporate precedent clauses and defined terms from their firm's clause repository known as Vault, while simultaneously editing definitions and cross-references in real time without navigating away from the document being analyzed. Additionally, it harnesses the power of reliable AI to aid in drafting, improving accuracy, and ensuring source validation with clear explanations. This suite also offers the convenience of automated PDF legal scanning, allowing users to double-click to identify defined, undefined, and unused terms and cross-references, while automating numerous proofreading tasks such as checking punctuation, formatting, definitions, references, and drafting notes to ensure the final documents are immaculate. Ultimately, Definely streamlines the legal documentation process, making it more efficient and reducing the risk of errors in crucial legal texts.

Description

Wealth Docx Complete is a versatile cloud-based software designed for attorneys to draft estate planning documents conveniently from any location and device. This innovative platform features interactive templates suitable for creating both simple and intricate wills and trusts, alongside an extensive range of solutions for charitable planning, asset protection, and retirement needs. Among its key offerings are personalized document drafting options, guided interviews for tailored documents, and scenario-specific design templates that accommodate various fact patterns. The software also ensures users benefit from automated updates that reflect the latest legal terminology and features, alongside state-specific documents that integrate preferred provisions or necessary statutory references. Additionally, it provides essential ancillary documents such as durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Moreover, it includes comprehensive charitable planning solutions, which cover testamentary charitable trusts and private foundations. Other supporting documents available through the software are pour-over wills, powers of attorney, and property agreements, making it a robust tool for estate planning professionals. This makes the software not only user-friendly but also a comprehensive resource for all estate planning needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Word

Integrations

Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Definely

Founded

2017

Country

United Kingdom

Website

www.definely.com

Vendor Details

Company Name

WealthCounsel

Founded

1997

Country

United States

Website

www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete

Alternatives

Alternatives

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