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Description
Lawgic is a specialized document-generation platform aimed at attorneys practicing in trusts & estates and family law, guiding users through an interactive question-and-answer process that results in the automatic creation of detailed, state-specific legal documents such as wills, trusts, premarital agreements, and marital settlement agreements. This innovative software employs patented “Intelligent Legal Technology” to customize provisions according to the choices made by attorneys, produce accessible summaries of wills or trusts, and significantly cut down on drafting time, usually saving between three to ten hours for each plan. Furthermore, it accommodates various U.S. states with dedicated modules and provides integrated training and ongoing support to help lawyers navigate the system effectively. Lawgic prides itself on merging expertly crafted content with efficient automation and high-caliber results, allowing attorneys to concentrate on offering strategic counsel rather than getting bogged down by repetitive document drafting. By streamlining the document creation process, Lawgic empowers legal professionals to enhance their productivity and focus on delivering exceptional service to their clients.
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
Clio
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
Lawgic
Founded
2000
Country
United States
Website
lawgic.com
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
