WealthCounsel(R) Unveils WealthDocx(TM) 7 in Chicago
CHICAGO, Aug. 5 /PRNewswire/ — WealthCounsel, LLC today announced the release of WealthDocx(TM) 7, the next generation of the company’s document drafting software designed to help estate planning attorneys practice more confidently, efficiently and profitably. The announcement came on the opening day of the 2009 Planning for the Generations Symposium which the company is co-hosting with The Advisors Forum and ElderCounsel, LLC.
WealthDocx(TM), formerly known as “WealthDocs(TM),” is used by nearly 2,000 estate planning attorneys located in all fifty states. The system enables practitioners to quickly and efficiently draft Wills, Revocable Living Trusts, Irrevocable Trusts, Special Needs Trusts, Partnership Agreements, LLC Operating Agreements, and Business Succession and Charitable Planning documents. The system also includes state-specific templates.
“WealthDocx(TM) 7 takes the leading document drafting system in the industry and makes it even more powerful,” said Matt McClintock, Executive Director of WealthCounsel. “Our drafting system continues to improve dramatically, both from the perspective of the end user’s experience and in the consistency and substance of the system,” he added.
McClintock noted that WealthDocx(TM) 7 will further simplify document creation and make customizations much easier. Other new features include a more streamlined interview and library interface, an updated Irrevocable Trust system with a highly-sophisticated Domestic Asset Protection Trust assembly, integrated tutorials, and a new “Dynamic Intelligence” help system.
WealthDocx is unique in the industry because it is the only document drafting software that leverages the collaborative input and expertise of thousands of users throughout the country. The system runs on a HotDocs platform and provides attorneys with scalable options to customize the drafting solution that best meets their needs. The software is regularly updated and the content is vetted by an editorial oversight board of seasoned practitioners who meet specialized criteria. For more information, visit www.wealthcounsel.com .
WealthCounsel(R) is a registered trademark of WealthCounsel, LLC, a membership-based organization of nearly 2000 attorneys located in all 50 states. WealthCounsel is known for the WealthDocx(TM) drafting system and the Five Star Practice Solution(TM) designed to help attorneys practice with greater efficiency, profitability, and confidence. WealthCounsel shares ownership in ElderCounsel, LLC, and The Advisors Forum, LLC.