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Description
At JurisDOC, we understand the essential functions that automated legal document software must perform to support law firms effectively. Our platform offers an extensive range of forms and pleadings that encompasses over ten vital areas of law, such as divorce, adoption, criminal defense, and trusts and wills, which are fundamental to the operations of most solo practitioners and small law firms. We firmly believe that our automated legal form and document assembly software can enhance your practice's efficiency and profitability, although we encourage you to assess its value for yourself. Designed by lawyers with the needs of their peers in mind, our software enables you to gather, modify, or incorporate all necessary legal documents required to progress with your cases seamlessly. Additionally, our thorough tutorials provide guidance on everything from initiating case creation to refining document editing, ensuring you can maximize the software’s potential to benefit your practice. By choosing JurisDOC, you're not only investing in a tool but also in the future success of your legal practice.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 per user per month
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
JurisDOC
Founded
2010
Country
United States
Website
jurisdocpro.com
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control