Wealth Docx® Reviews & Product Details

Wealth Docx is an incredibly powerful drafting platform. I could not imagine maintaining a busy estate planning practice without it. The ability to create complex documents quickly with a minimum of errors is a huge asset to our practice. If used appropriately, it can also be a very valuable teaching tool for learning how to properly draft new types of Trusts. Review collected by and hosted on G2.com.

I dislike the minor formatting issues (often missing Article citations) that we must address, but I am now accustomed to catching and correcting these as I review the documents. Review collected by and hosted on G2.com.

The program is user friendly and has the flexibility to address a number of scenarios. There is a community of other users that you can consult with in the event you come across an unusual situation or need help in another jurisdiction. The Quarterly magazine has great articles that are timely and thought provoking. The seminars are great as well. Review collected by and hosted on G2.com.

The desktop platform is not Mac friendly, but that has been virtually eliminated with the online drafting option. That said, you need to have an active internet connection when drafting online, so it is not always practical, particularly when you are traveling. Review collected by and hosted on G2.com.

I enjoy the custom clauses and the overall look and functionality of Wealth Docx Online. The customer service has always been helpful as we're moving from Desktop to Online. I am excited for increased functionality as the program continues to develop. Review collected by and hosted on G2.com.

At these point there are some gaps in functionality, which causes some annoyances (no huge problems, although it does cost us time). Review collected by and hosted on G2.com.

I like the flexibility to create a variety of documents for my clients. Sometimes when I'm working on a basic document and the client changes focus to something much more involved, it's nice to have the information naturally migrate over. Review collected by and hosted on G2.com.

I would like more business related planning documents to be available as opposed to being only available to Business Docx members. Review collected by and hosted on G2.com.

WealthDocx focuses on the structure so I can focus on my clients' unique circumstances. Not worrying if I used a proper pronoun or typed the witnesses' names correctly on every document allows me more time to speak with my clients, build a relationship, acquaint myself with their circumstances, and truly service their needs. Review collected by and hosted on G2.com.

After completing the interview questions and reviewing the working document, the modified language appears in colored text. If I double click on the word / phrase, it will take me to the interview question . . . *most* of the time. How frustrating in the few instances that the double-click doesn't work and I have to go back to the interview pages and click through one-by-one until I find the question behind that populated data point. Review collected by and hosted on G2.com.

I love the collegiality among the user community, great educational resources, and for the most part, the drafting software, which is very robust and complete.

I have 'met' many lovely colleagues and learned a tremendous amount by sharing ideas and concerns on the 'list serv' and in person at the annual conferences. Review collected by and hosted on G2.com.

Very expensive. Also, if you do different kinds of planning, you might have to buy several products (Advanced Planning for irrevocable trusts, BusinessDocx for business set-up and transactions, ElderDocx for medicaid and special needs planning), which gets VERY expensive.

Also, I'm not pleased with the termination of the 'list-serv' format for sharing ideas, questions, concerns, etc. (it was replaced with an online "community" which is more cumbersome to use and peruse). Review collected by and hosted on G2.com.

Wealth Docx, like it similar products does a wonderful job with document automation, saving time, and money for our firm. We are able to get documents out faster to our clients and are confident they are correct and without error. It allows us to track comments and questions throughout the document to get further clarification. The scenarios function has been a tremendous time saver in our firm with our few employees our efficiency is extremely important. Review collected by and hosted on G2.com.

Occasionally the initial set up may be time-consuming and requires us to fill in a variety of questions first - if there was an option to upload data from an different source this would cut down on this set-up time. Additionally, it's occasionally difficult finding proper scenarios to draft simple documents faster. This can take a few minutes to locate. There are some questions our firm never answers, and often we're requested to fill them out (or ignore them) in order to complete the answer file. Review collected by and hosted on G2.com.

I have been using Wealth Docx for approximately 12 years and the interface has only gotten better. The input of information is easy, almost every screen/question has information you can access if you are questioning how to answer or what choice you should make. In recent years the interface was changed so the questions showed under their respective article in the trust thus making it easy to refer to the exact location of language in the document preview. This also makes it easy for making changes and knowing right where to paste the new language. You can also create scenarios making the input all that much easier and efficient. Review collected by and hosted on G2.com.

This is not my concern really, but, if there was anything not to like, my boss would probably state the pricing and how they have separated and priced separately the different types of areas i.e. Business Docx, Gun Docx, etc. Review collected by and hosted on G2.com.

I enjoy the wide variety of options available for drafting agreements and the explanations that are provided to support each of the options. It is great for someone starting out so that you are not just given the simple run of the mill forms and can distinguish your practice with provisions that sets you apart. At the same time, Wealth Docx gives you the guidance you need to properly understand the options. Review collected by and hosted on G2.com.

I do not like that one cannot change the wording of the options while drafting and you must finish drafting and go into the document to make revisions. Some simple word changes may be made while drafting to save time. More flexibility may be added so that planners can add their own standard provisions that they use every time on to the options provided. Review collected by and hosted on G2.com.

The technical precision of the WealthDocx product makes it the best trust/estate planning drafting software on the market. There is no better system. Review collected by and hosted on G2.com.

Much of the queries and educational content is geared toward West-coast attorneys and/or clients affected by the estate tax. The latter was formerly helpful, but planning considerations have changed drastically since the passage of the TCJA. Perhaps more robust options surrounding family dynamics could be included, now that emphasis is generally now on the Revocable Living Trust + Pour-Over Will, without consideration given to reducing the size of the taxable estate. Review collected by and hosted on G2.com.