Overview
What is WealthCounsel Estate Planning?
WealthCounsel has been helping estate planning attorneys and business lawyers by providing online document drafting software. Compatible with both Mac and PC, WealthCounsel’s customizable software allows users to access real-time files and collaborate.
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What is WealthCounsel Estate Planning?
WealthCounsel has been helping estate planning attorneys and business lawyers by providing online document drafting software. Compatible with both Mac and PC, WealthCounsel’s customizable software allows users to access real-time files and collaborate.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is WealthCounsel Estate Planning?
Their flagship application, Wealth Docx aims to enable the user to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools. The solution is presented as a complete solution, offering documents, tools, and supporting resources needed to offer trust administration services to clients, including asset tracking, reports, ledgers, and task management.
WealthCounsel Estate Planning Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
