Overview
WealthCounsel provides a suite of legal document drafting software and resources designed for estate planning, elder law, and business law attorneys. Their flagship software, Wealth Docx, automates the creation of complex estate planning documents through dynamic guided questions and customization tools. Elder Docx offers similar capabilities for elder law and special needs planning. Business Docx assists in drafting business formation and succession documents. Wealth Tracx provides comprehensive trust administration tools, including asset tracking and reporting. Gun Docx focuses on firearms trusts. The platform emphasizes secure, cloud-based access, ensuring compatibility across Mac and PC. WealthCounsel also offers continuing legal education (CLE) and a nationwide attorney community for collaboration and knowledge sharing. The value proposition centers on increasing efficiency, ensuring legal accuracy, and fostering practice growth through comprehensive resources and support.