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features
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support

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Description

Accessing online legal documents and services that comply with state regulations and are user-friendly has never been easier. Each day, countless individuals, from entrepreneurs to legal professionals, rely on LegalNature to effectively handle both their business and personal matters. You can create, download, and print your legal documents whenever you need them, from any device, with step-by-step guidance provided for every form. With our offerings, you can trust that our experts are managing the legal complexities, allowing you to focus on what you excel at. A LegalNature+ subscription grants you comprehensive access, enabling you to create, modify, and store unlimited copies of all your documents. You will be provided with a secure, personalized dashboard that keeps all your legal paperwork organized. The platform makes it simple to generate new documents or business services quickly. With over 3,000 five-star ratings from satisfied customers, you can feel confident in our services. Rest assured that your documents and personal information will always remain confidential and protected.

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

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

LegalNature

Founded

2011

Country

United States

Website

www.legalnature.com

Vendor Details

Company Name

WealthCounsel

Founded

1997

Country

United States

Website

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

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Alternatives

Alternatives

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LegalDepot

Legal Depot