HotDocsMitratech
|
Wealth DocxWealthCounsel
|
|||||
Related Products
|
||||||
About
Document generation and assembly slashes the time it takes to draft new documents and distribute to staff, so you can focus on your business. Protect against legal issues stemming from inaccurate content or easy-to-miss keying errors. Document template software lets you create templates that adhere to internal business rules, and centrally control all versions. Generate perfectly formatted documents by applying rules, version control, and internal brand guidelines to all templates. Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document management processes. In a matter of minutes, you can have your team up and running with a full-featured document automation software designed to help SMBs thrive. HotDocs’ robust feature set:
|
About
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Organizations that need a powerful document automation solution
|
Audience
Estate planning attorneys requiring a solution to draft a wide range of planning document
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationMitratech
Founded: 1987
United States
www.hotdocs.com
|
Company InformationWealthCounsel
Founded: 1997
United States
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
|
||||||
|
|
|||||
Categories |
Categories |
|||||
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
|
||||||
Integrations
Actionstep
BHL Insight
CARET Legal
Microsoft 365
Microsoft Word
|
Integrations
Actionstep
BHL Insight
CARET Legal
Microsoft 365
Microsoft Word
|
|||||
|
|