Quantcast

WealthCounsel Announces Powerful New Enhancement to the WealthDocx® Estate Planning Software System

February 8, 2011

SAN FRANCISCO, Feb. 8, 2011 /PRNewswire/ — WealthCounsel, a nationwide organization of estate planning attorneys and publisher of WealthDocx®, announced a substantial update to the company’s automated document drafting system. The enhanced WealthDocx drafting system provides additional planning strategies to more effectively serve clients and to help attorneys differentiate their practice from others. The announcement came during a two-day drafting-based educational workshop presented by WealthCounsel at the Hotel Nikko San Francisco where practitioners are mastering the drafting of Revocable Living Trusts.

“The wisdom of crowds is powerfully evident in this user-driven update which features a new Limited Liability Company (LLC) Operating Agreement, a Minor’s Trust, a Health and Education Exclusion Trust (HEET), and updated estate tax repeal options,” said Thomas J. Ray, Jr., Esq., Executive Editor of WealthDocx and a WealthCounsel principal. “WealthCounsel members truly have a pulse on the planning needs of their clients and, as a result, their recommendations for improving WealthDocx have helped make it the most vetted estate planning software system on the market today,” Ray stated. “By leveraging the wisdom and experience of thousands of WealthDocx users in all 50 states, WealthCounsel is uniquely capable of delivering the nation’s most relevant and robust document drafting system.”

Ray noted that a centerpiece of the WealthDocx enhancement is the new LLC operating agreement. The new LLC agreement is extremely flexible in its management and operations structure by (a) allowing the drafter to choose any type of tax treatment; (b) enabling the attorney to more strategically help the client in tax planning and in defining benefits plans; and (c) facilitating the creation of an LLC that may be member-managed or manager-managed and where those members/managers may be individuals or entities.

For more information on the new WealthDocx enhancement, please view Tom Ray’s video on the WealthCounsel YouTube channel at http://www.youtube.com/user/WealthCounsel#p/u/14/-zE3SJ7r-NI

To learn how WealthDocx helps attorneys create extraordinary documents with far greater efficiency, please view Bruce Iden’s video at http://www.youtube.com/user/WealthCounsel#p/u/23/relymqh7DNg

About WealthCounsel, LLC

Established in 1997, WealthCounsel is a membership-based organization of more than 2,200 attorneys and the creator of the WealthDocx® estate planning drafting software used by practitioners in all 50 states. WealthCounsel shares ownership in The Advisors Forum and in ElderCounsel. For more information, visit www.wealthcounsel.com.

SOURCE WealthCounsel, LLC


Source: newswire



comments powered by Disqus