WealthCounsel

1. Input client financial information into Wealth Docx.

2. Answer guided questions about estate planning goals.

3. Review automatically generated documents, including wills, trusts, and power of attorney.

4. Customize documents as needed.

5. Present final plan to client for review and approval.

1. Input client asset and income information into Elder Docx.

2. Generate Medicaid planning documents, including asset protection trusts and gifting strategies.

3. Ensure compliance with Medicaid regulations.

4. Submit application to Medicaid agency.

5. Monitor application status and provide ongoing support.

1. Assess current business structure and ownership.

2. Use Business Docx to create buy-sell agreements and other succession planning documents.

3. Facilitate communication between current and future owners.

4. Implement the succession plan.

5. Monitor and adjust the plan as needed.

1. Input trust assets and beneficiary information into Wealth Tracx.

2. Track asset values and distributions.

3. Generate reports and ledgers.

4. Comply with tax reporting requirements.

5. Communicate with beneficiaries.

1. Input client specific firearms into Gun Docx

2. Answer guided questions to customize the firearm trust.

3. Generate the firearms trust document.

4. Review document with client

5. Finalize trust documents.

1. Gather information about the child's needs, government benefits, and family resources.

2. Utilize Elder Docx to draft a special needs trust (SNT).

3. Coordinate with financial advisors and other professionals.

4. Establish a plan for managing and distributing trust assets.

5. Review and update the plan regularly to adapt to changing circumstances.