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What is Wealth Docx?

Wealth Docx Complete is a flexible cloud-based application tailored for attorneys, enabling them to effortlessly create estate planning documents from any device and location. This cutting-edge platform incorporates interactive templates that are ideal for drafting both straightforward and complex wills and trusts, along with a wide array of options for charitable planning, asset protection, and retirement strategies. Its core features include customizable document creation, guided interviews that yield personalized documents, and design templates suited for various scenarios and fact patterns. Users are also guaranteed to receive automatic updates that incorporate the most current legal terminology and state-specific documents, which include essential provisions or required statutory references. In addition, the software offers critical ancillary documents like durable powers of attorney, medical directives, HIPAA authorizations, anatomical gift forms, and affidavits to ensure comprehensive planning. Furthermore, it boasts extensive charitable planning resources that encompass testamentary charitable trusts and private foundations, enhancing its utility. Other supportive documents like pour-over wills, powers of attorney, and property agreements are also accessible through the software, solidifying its status as a powerful tool for estate planning professionals. This versatility not only enhances user-friendliness but also positions the software as an all-encompassing resource for every facet of estate planning, ensuring that attorneys can meet the diverse needs of their clients effectively.

What is Celant Document Automation Engine?

Invest your time in pursuits that offer substantial returns instead of mundane tasks. Relish the opportunity to create precisely what you want, delivered at the perfect moment. Attain complete accuracy, uniformity, and adherence to standards, irrespective of who is responsible for document creation. Concentrate on your specialties rather than becoming bogged down by the intricacies of document preparation. Maximize your resource efficiency by enabling non-legal professionals to draft documents. Improve your review processes and ensure compliance with regulations through the power of automation. Enhance your productivity, effectiveness, and client satisfaction, all of which can lead to more favorable reviews. Our intelligent automation solutions are designed to perform essential checks on your behalf, providing you with the support you need. Increase your revenue and achieve significantly more with the team you already have. Our experts will convert your forms into well-crafted templates, streamlining your workflow. Effortlessly create professional designs utilizing our intuitive markup language that requires no coding expertise! As you explore the myriad of document automation options available, it's crucial to evaluate particular criteria during your selection process. Consider thoughtfully the features that will best cater to your specific requirements, ensuring that your operations are streamlined in an effective manner while enabling greater collaboration among your team members.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthCounsel

Date Founded

1997

Company Location

United States

Company Website

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

Company Facts

Organization Name

Celant Innovations

Date Founded

2015

Company Location

United States

Company Website

www.celant.com

Categories and Features

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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