
Trulioo
Global identity and business verification platform for KYC, KYB, and AML compliance.

State-of-the-art drafting software and workflow solutions for estate planning and elder law attorneys.

WealthCounsel provides a suite of legal document drafting software and resources designed for estate planning, elder law, and business law attorneys. Their flagship software, Wealth Docx, automates the creation of complex estate planning documents through dynamic guided questions and customization tools. Elder Docx offers similar capabilities for elder law and special needs planning. Business Docx assists in drafting business formation and succession documents. Wealth Tracx provides comprehensive trust administration tools, including asset tracking and reporting. Gun Docx focuses on firearms trusts. The platform emphasizes secure, cloud-based access, ensuring compatibility across Mac and PC. WealthCounsel also offers continuing legal education (CLE) and a nationwide attorney community for collaboration and knowledge sharing. The value proposition centers on increasing efficiency, ensuring legal accuracy, and fostering practice growth through comprehensive resources and support.
WealthCounsel provides a suite of legal document drafting software and resources designed for estate planning, elder law, and business law attorneys.
Explore all tools that specialize in workflow management. This domain focus ensures WealthCounsel delivers optimized results for this specific requirement.
Uses intelligent questionnaires and branching logic to dynamically generate legal documents tailored to specific client needs.
Employs industry-leading encryption standards to securely store client data and legal documents in the cloud.
Provides seamless access to legal research databases and regulatory updates directly within the drafting software.
Automatically updates legal document templates to reflect changes in laws and regulations.
Enables secure collaboration with clients through a dedicated online portal for document review and communication.
Automates repetitive tasks such as document review reminders and client follow-ups.
Schedule an initial consultation with a Member Services representative to discuss your specific needs and goals.
Receive personalized training on the Wealth Docx software and its core functionalities.
Access the on-demand webinar library to learn about advanced drafting techniques and legal updates.
Participate in a live Q&A session with experienced WealthCounsel attorneys to address any specific questions.
Begin drafting initial documents using the guided workflow and customization options.
Utilize the Software Support team for ongoing technical assistance and troubleshooting.
Engage with the WealthCounsel attorney community to share knowledge and best practices.
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Global identity and business verification platform for KYC, KYB, and AML compliance.

AI-powered legal research and analytics platform providing state and federal court records.

The #1 trusted cloud-based investigative and data research software designed to help you find key pieces of information available only in public and private records.

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Automated ID verification, anti-money laundering, and Source of Funds checks to protect life's big transactions.