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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 Lexis for Microsoft Office?

Eliminate distractions and optimize your workflow by drafting, reviewing, and researching with the most intuitive legal tools at your disposal. Enjoy effortless integration with Lexis®, Practical Guidance®, and Lexis® Search Advantage right within your document, enabling you to utilize the renowned Shepard’s® Citations Service while you write, ensuring accurate citation formatting. You can achieve an impressive 66% boost in the efficiency of citation checks. Begin crafting your documents with assurance, supported by precedent language from a network of over 850 legal experts, and benefit from dependable proofreading tools. Tasks that previously consumed significant time can now be accomplished in seconds thanks to the award-winning TOA builder. The Lexis for Microsoft Office suite offers immediate access to a wealth of Lexis Advance® content, equipping you with sophisticated search filters and organized workspaces—along with real-time insights and detailed analyses from experienced attorney-editors through the esteemed Shepard’s® Citations Service. This all-encompassing set of tools not only simplifies your legal writing journey but also significantly boosts your productivity, allowing you to focus on what truly matters in your practice. With these resources, you can elevate the quality of your work while managing your time more effectively.

Media

Media

Integrations Supported

Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Microsoft 365
Microsoft Word
eCitation

Integrations Supported

Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Microsoft 365
Microsoft Word
eCitation

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

LexisNexis

Date Founded

1970

Company Location

United States

Company Website

www.lexisnexis.com/en-us/support/lexis-for-microsoft-office/default.page

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

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Popular Alternatives

Popular Alternatives

Practical Law Reviews & Ratings

Practical Law

Thomson Reuters
Westlaw Reviews & Ratings

Westlaw

Thomson Reuters