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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.
Description
Create your own contract from the ground up or choose from our collection of attorney-prepared templates at no cost. Our innovative eSignature tool simplifies the signing process for contracts, allowing you to access them anytime you need. Let your contracts work for you rather than the other way around. Gain insights into your contract data through an engaging dashboard, integrated calendar, and timely termination alerts. With Zoey, you can sign documents and access your contracts from any location. Zoey also highlights potential risks in your contracts and notifies you about upcoming terminations. You no longer need to worry about natural disasters affecting your agreements, as Zoey's digital filing cabinet offers unparalleled support. As the sole all-in-one solution for securely eSigning, storing, and comprehending your contracts, Zoey ensures your peace of mind. Take the first step towards simplifying your contract management by signing up for a free account today. With Zoey, you'll have complete control over your contracts and the peace of mind that comes with it.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$45 per month
Free Trial
No
Free Version
Yes
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)
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)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
Vendor Details
Company Name
CrushContracts
Founded
2017
Country
United States
Website
www.zoeydocs.com
Product Features
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
