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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 Solve Intelligence?

We leverage artificial intelligence to aid legal professionals in the efficient development of high-quality patents. This is facilitated through an easily accessible in-browser document editor, allowing for immediate use. Any information you upload or receive via our platform is never employed for training AI models. Neither Solve nor any third parties monitor or retain your data; it remains solely within your control. All communications are safeguarded during transfer and stored on top-tier servers employing AES-256 and TLS 1.3 encryption standards. Solve adheres to the highest security protocols, holding certifications such as SOC 2, GDPR, CCPA, and ISO 42001 to ensure compliance. Our Solve Intelligence copilot is specifically designed for the realm of intellectual property, drawing on exemplary patents to deliver outstanding outcomes. You have the flexibility to customize the AI to match your individual writing style, making it adaptable for different industries, clients, and regions. By incorporating our enterprise-grade generative AI into your workflows, you can dramatically boost the efficiency and productivity of your IP team, which in turn fosters greater innovation and success in your patent projects. This seamless integration not only conserves valuable time but also empowers teams to concentrate on strategic initiatives rather than mundane tasks, thereby increasing overall organizational effectiveness. Ultimately, this advancement in technology can lead to a transformative impact on how patents are developed and managed in today's competitive landscape.

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

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

Solve Intelligence

Company Website

www.solveintelligence.com

Categories and Features

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