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ease
features
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support

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Description

Select the document you wish to create from our extensive collection of templates. Each of our templates has been crafted by legal professionals to guarantee their accuracy, comprehensiveness, and relevancy. Your document will seamlessly integrate the information you input, and it is also entirely customizable, allowing you to modify any section as needed. After your legal document is generated and tailored to your specifications, it’s completely yours! You can save it, print it, and distribute it to anyone you desire. Since its inception in 2001, LawDepot began with a single document: a Promissory Note, commonly understood as an IOU. The success of this initial offering led us to broaden our range to better serve your legal needs. We recognized the significance of providing safe, accessible, and cost-effective legal tools to handle a variety of everyday circumstances. Now, we proudly present over 150 document templates that can be utilized across all 50 states, whether you are looking to safeguard your estate, loan money, manage rental properties, or establish a business. Our commitment to continuously enhancing our offerings ensures that you have the best resources at your fingertips.

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

No details available.

Integrations

No details available.

Pricing Details

$33 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

Legal Depot

Website

www.legaldepot.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

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