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features
design
support

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Description

Access a wealth of knowledge from over 300 attorneys instantly. With Practical Law, you can swiftly navigate new or less familiar legal territories, allowing you to find answers quickly and apply them with assurance. Uncover valuable resources designed for modern legal practitioners that streamline everyday operations. Rapidly familiarize yourself with emerging practice areas while staying abreast of the constantly changing legal landscape. Save countless hours of research with straightforward, up-to-date guidance on legal matters. Obtain the latest legal document templates and customize them conveniently in Microsoft® Word. Enhance your workflow with user-friendly checklists, flowcharts, and timelines. Everything you need—summaries, templates, articles, and detailed explanations of various legal subjects—can be found in one convenient location. Rather than continuing to search, focus more on expanding your practice. Elevate your precision and efficiency. Utilize Contract Express to automate the drafting of legal documents, making it easier for clients and colleagues to grasp project phases and essential tasks. Equip your team with the perfect tools and comprehensive expertise provided by Thomson Reuters, ensuring you remain competitive in today's fast-paced legal environment. This approach not only enhances individual performance but also promotes collaborative success across your organization.

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

Contract Express
Microsoft Word

Integrations

Contract Express
Microsoft Word

Pricing Details

$150 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

Thomson Reuters

Founded

2008

Country

Canada

Website

legal.thomsonreuters.com/en/products/practical-law

Vendor Details

Company Name

WealthCounsel

Founded

1997

Country

United States

Website

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

Product Features

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Alternatives

Westlaw Reviews

Westlaw

Thomson Reuters

Alternatives