Don't Practice Estate Planning Without It
What do you like best?
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.
What do you dislike?
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.
Recommendations to others considering the product:
If you run a busy estate planning practice (or if you want to), you need to use very robust drafting software. Wealth Docx is the leader in this space for a reason. I have recommended it to several colleagues. If you are doing your party with marketing, staffing, and running your practice, the initial investment and monthly software as a service fee for WealthDocx will very quickly pay for themselves once you start to use this software.
What problems are you solving with the product? What benefits have you realized?
I would not be able to produce high-quality estate planning documents nearly as quickly without WealthDocx.
