Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Contract Express Yes 
Microsoft Word Yes 

Integrations

Contract Express No 
Microsoft Word No 

Pricing Details

$150 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 No 
Annotations No 
Brief Analytics No 
Case Alerts No 
Case Law Research No 
Change Tracking No 
Data Visualization No 
Filtering No 
Query Suggestions No 
Search History No 
Self-Service Search No 
Statutes Research No 
Tax Law Research No 
Third-Party Analysis Integration No 

Alternatives

Westlaw Reviews

Westlaw

Thomson Reuters

Alternatives

Genie AI Reviews

Genie AI

GenieAI
Concourse Legal Hold Reviews

Concourse Legal Hold

Thomson Reuters