WealthDocx Demo

We encourage you to take a few minutes of your time to view this short demo presentation and learn how to increase your confidence, efficiency, and profitability with WealthCounsel’s estate planning software.

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As one of the nation’s leading estate planning software, WealthDocx™ helps estate planning attorneys increase their drafting efficiency through the creation of the highest quality legal documents in a fraction of the time.
Powered by the HotDocs software application, WealthDocx enables estate planning attorneys to create documents using interactive and detailed interviews that guide the document drafting process. By helping to eliminate the human errors that repetitive typing and cut-and-paste methods introduce, attorneys can practice with greater confidence knowing they are providing their clients with high-quality, customized legal documents.