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Description
Invest your time in activities that yield high value rather than tedious tasks. Enjoy the freedom to produce exactly what you desire, delivered exactly when you need it. Achieve 100% accuracy, consistency, and compliance regardless of who is responsible for drafting. Focus on your areas of expertise instead of getting overwhelmed by document preparation. Optimize your resource allocation by empowering non-lawyers to create documents. Enhance review procedures and guarantee adherence to regulations through automation. Boost your efficiency, effectiveness, and customer satisfaction, leading to better reviews. We are here to support you with our intelligent automation that performs the necessary checks on your behalf. Amplify your revenue and accomplish significantly more with your current workforce. Our team will transform your forms into expertly crafted templates. Create professional designs effortlessly using our user-friendly markup syntax, which requires no coding skills! With numerous document automation solutions available, it's important to consider specific criteria during your assessment. Think carefully about the features that will best serve your unique needs and streamline your operations effectively.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 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
Celant Innovations
Founded
2015
Country
United States
Website
www.celant.com
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
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control