TE_TECHNOLOGY REVIEW_ Penton Media April 13, 2011 If you want to view this on the web go to: http://enews.penton.com/enews/trustsandestates/v/242 FEATURE STORY --WealthDocx 2011 By Donald H. Kelley April 13, 2011 On March 19, 2011, WealthCounsel released its latest version of the WealthDocx document assembly system. This review discusses the changes and enhancements added to the drafting options for wills, revocable living trusts, irrevocable trusts, partnership agreements and limited liability company operating agreements, since the Tech Review of this product on Nov. 11, 2009. WealthDocx uses the HotDocs software application to run its document assembly process. After a client's information and planning choices are entered through a question and answer process, it assembles the document being prepared and displays it in Microsoft Word. Purchasers of the WealthDocx system automatically become members of WealthCounsel and get access to all of its online resources, including educational materials, videos, list services, a legal support blog and a library of drafting and research resources. Membership of WealthCounsel gives its members access to the password-protected area of its website, which includes online help for the purchased software. To view the full article go to: http://trustsandestates.com/tech_center/Wealthdocx_2011_will_trust_drafting_0413/ --A Letter From the Editor April 13, 2011 Tech Review will be mailing from a new sending domain. Please take a moment to add our new sending domain to your email contacts or safe sender list. The NEW From Address will be: Trusts & Estates [news@news.trustsandestates.com]. Advertisement ---------------------------------------- Advent Portfolio Exchange(R) (APX) offers the most powerful reporting platform with over 200 standard reports and now offers SSRS for customized reporting. APX is the best single solution for portfolio management, performance analytics, client reporting, CRM, and marketing. Available installed or SaaS delivered. See how APX can improve your client service. http://www.advent.com/resources/demos/ad-trustestates-apx-demo ---------------------------------------- Advertisement ---------------------------------------- Gain insight into the mindset of today's savvy philanthropist and discover why they are demanding more choices. Serve your affluent clients better by acquiring greater knowledge regarding Donor Advised Funds, Private Foundations, and how Community Foundations are able to offer your clients the highest level of tax benefits. Register Now. http://www.wealthcounsel.com/webcast7.aspx ---------------------------------------- Advertisement ---------------------------------------- https://www.buypenton.com/ProductDetail.aspx?ID=RIRAWC ---------------------------------------- ---------------------------------------- How To Order Article Reprints From Trusts & Estates Enhance your marketing and corporate communication strategies with reprints of articles appearing in our print edition, Website or e-newsletters. Reprints lend credibility to your corporate positioning, and provide an independent endorsement of the news and information you want to share with your clients, prospects and employees. More... mailto:joel.kirk@penton.com ---------------------------------------- ABOUT THIS NEWSLETTER Mission Statement: A review of software, internet resources and web-based services useful to professionals in the Trusts & Estates area. You are subscribed to this newsletter as #email# To unsubscribe from this newsletter go to: http://subscribe.trustsandestates.com/?tc=NLSUB&cid=#message_id#&lid=#list_id#&email=#email# To subscribe to this newsletter go to: http://subscribe.trustsandestates.com/subscribe.cfm For information on advertising in this newsletter, please contact Rich Santos, Group Publisher at mailto:rich.santos@penton.com. For questions concerning delivery of this newsletter, please contact our Customer Service Department at: US Toll Free: 866-505-7173 International: 847-763-9504 or mailto: trustsandestates@pbinews.com To get this newsletter in a different format (Text or HTML), or to change your e-mail address, please go to your profile page here: http://subscribe.svconline.com/?tc=NLSUB&email=#email# Penton Media | 249 W. 17th Street | New York, NY 10011 Copyright 2010, Penton Media. All rights reserved. This article is protected by United States copyright and other intellectual property laws and may not be reproduced, rewritten, distributed, re-disseminated, transmitted, displayed, published or broadcast, directly or indirectly, in any medium without the prior written permission of Penton Media.