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Average Ratings 0 Ratings

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features
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support

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Description

Make sure you have all the necessary legal paperwork to operate your business smoothly. Eliminate the hassle of dealing with incorporation and formation documents—we're here to assist you. Say goodbye to the endless search for paperwork; all your business documents, including formation papers and digital signatures, are safely stored online for your convenience. Registering your business demonstrates your commitment to professionalism. With Ownr, you can complete your registration in just minutes—without the need for confusing legal terms. You have the freedom to choose the business structure that best fits your needs, starting with a sole proprietorship and easily transitioning to incorporation whenever you're ready. Our service goes beyond simple fill-in-the-blank templates; we customize your documents, automate relevant resolutions, gather electronic signatures, and securely store the finalized versions in your account. Plus, our user-friendly platform ensures that managing your business documentation is as straightforward as possible.

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

No details available.

Integrations

No details available.

Pricing Details

$499 one-time payment
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

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 No 

Types of Training

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

Vendor Details

Company Name

Ownr

Founded

2017

Country

Canada

Website

www.ownr.co

Vendor Details

Company Name

WealthCounsel

Founded

1997

Country

United States

Website

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

Product Features

Business Filing

Annual Reports No 
Business Licenses No 
Copyright No 
Corporate Dissolution No 
Corporation (C Corp) No 
Doing Business As (DBA) No 
Limited liability company (LLC) No 
Nonprofit No 
Operating Agreements No 
Patents No 
Registered Agent Services No 
S Corp No 
Sole Proprietorship No 
Trademark Registration No 

Alternatives

Alternatives