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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Notaron is an innovative platform designed for Remote Online Notary (RON) services, allowing both individuals and businesses to notarize documents securely through real-time video interactions with certified notaries. It caters to various needs such as real estate transactions, legal paperwork, affidavits, and powers of attorney. The platform is tailored for both notaries and organizations, offering features like identity verification, digital certification, tamper-proof documentation, and compliant audio/video recording capabilities. Notaries have the flexibility to assist their clients directly or accept requests via the platform, while businesses benefit from enhanced efficiency through fully digital notarization processes that are scalable and streamlined. By utilizing Notaron, users can ensure a secure and convenient notarization experience that meets their diverse requirements.

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

Clio

Integrations

Clio

Pricing Details

$25
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

Notaron

Founded

2026

Country

United States

Website

notaron.com

Vendor Details

Company Name

WealthCounsel

Founded

1997

Country

United States

Website

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

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