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Description
LegalZoom offers comprehensive legal solutions designed to assist individuals and businesses in various needs, including starting a new venture, filing trademark applications, creating wills, establishing living trusts, managing bankruptcy processes, and navigating a range of other legal issues relevant to small businesses and families. Recognizing the complexities involved in launching a business, we provide tailored services for forming LLCs, corporations, filing DBAs, and fulfilling essential legal obligations associated with business operations. If you're looking to safeguard your intellectual property, LegalZoom also provides services for trademark and copyright registration, along with support for patent applications. It is crucial for everyone to have both a last will and testament as well as a living will, and we ensure that you can prepare these documents quickly and cost-effectively through our platform. For clients with more intricate planning requirements, we offer a living trust service to address those specific needs. Additionally, all of our services come with the option for consultation with a qualified lawyer and a tax professional, ensuring you have expert guidance throughout the process. This commitment to accessible legal support makes LegalZoom a valuable resource for both personal and business legal matters.
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
Claude
Designjoy
Doola
Earth Class Mail
Volusion
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
LegalZoom
Founded
2001
Country
United States
Website
www.legalzoom.com
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
Product Features
Business Filing
Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration
Virtual Mailbox
Check Deposit
Mail Forwarding
Mail Scanning
Mail Shredding
Physical Address
White-Label Platform