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Average Ratings 0 Ratings
Description
The Attorney's Assistant Client Version enables you to provide all the necessary details to file your case effectively. If your lawyer has referred you to this site, it's a clear indication that they consider a comprehensive intake form to be crucial. Be sure to fill out every section with as much detail as you can, as this will enhance your attorney's ability to advocate on your behalf. To get started, click the link above to download the software, and select Open, Run, or Save when prompted. Your download manager will facilitate the file transfer, but some systems may require additional permissions; look for options such as "Keep Anyway" or "Run Anyway" if needed. After installation, an icon named Attorney's Assistant will appear on your desktop. Open the icon and select the type of case you have, then proceed through each screen, providing thorough information. Your input will be securely stored on your computer's hard drive, allowing you to exit the program and return to it at any time to continue entering information, ensuring you have the flexibility to work at your own pace. This user-friendly process ultimately aims to strengthen your case by ensuring nothing important is overlooked.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$24.95 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Legal Easy Technologies
Founded
1997
Country
United States
Website
www.legaleasy.com/client/
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
Product Features
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No