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.

A Letter From the Editor

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].