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Wealth Docx from WealthCounsel
Comprehensive document automation system for creating estate planning documents including wills, trusts, powers of attorney, and healthcare directives. Includes tools for asset protection planning, charitable giving strategies, and business succession planning.
Product analysis by function
Estate Planning Tools for Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
More Estate Planning Tools
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Core Estate Planning Modeling
(0 Yes /0 Known /11 Possible features)
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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation. |
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Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years. |
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Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates. |
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Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity. |
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Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes. |
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Probate Analysis Ability to estimate probate costs and duration for various estate plans. |
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Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans. |
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Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.). |
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Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations. |
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Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries. |
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Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario. |
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Trust & Entity Planning
(0 Yes /0 Known /10 Possible features)
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Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc. |
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Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.). |
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Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning. |
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Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts. |
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Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures. |
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Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions. |
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Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts. |
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Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts. |
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Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time. |
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Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes. |
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Gifting, Philanthropy, and Charitable Planning
(0 Yes /0 Known /10 Possible features)
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Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts. |
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Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption. |
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Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors. |
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Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects. |
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Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs. |
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Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects. |
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Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits. |
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Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities. |
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Charitable Deduction Calculator Estimates tax deduction available from cash or property donations. |
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Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history. |
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Intergenerational Wealth Transfer
(0 Yes /0 Known /9 Possible features)
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Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips. |
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Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations. |
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Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations. |
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529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts. |
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Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts. |
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Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements. |
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Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs. |
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Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law. |
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Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations. |
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Regulatory Compliance & Risk Management
(0 Yes /0 Known /9 Possible features)
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Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates. |
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Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits. |
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Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization. |
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Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records. |
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E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted. |
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Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty. |
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Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy. |
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Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps. |
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Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys. |
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Integration & Data Management
(0 Yes /0 Known /9 Possible features)
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Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro). |
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Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks. |
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CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.). |
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API Availability Offers public APIs for data extraction, import, and integration into custom workflows. |
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Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis. |
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Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals. |
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Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents. |
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Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals. |
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Automated Data Validation Runs checks on imported data for accuracy and consistency. |
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User Experience & Usability
(0 Yes /0 Known /9 Possible features)
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Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts. |
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Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access. |
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White Labeling Enables branding of reports and portals with firm logos and colors. |
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Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning. |
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Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics. |
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Customizable Dashboards Personalized dashboard views by advisor role or client needs. |
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Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously. |
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Accessibility Features Supports screen readers, alternative data entry, and ADA compliance. |
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Onboarding Speed Average time required for a new user to be on-boarded and proficient. |
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Client Communication & Reporting
(0 Yes /0 Known /9 Possible features)
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Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes. |
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Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs. |
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Secure Document Delivery Sends final documents with multi-factor authentication and tracking. |
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Email/Message Integration Built-in capability for secure client communication and notification. |
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Versioned Document History Maintains a full record of document versions and delivery/approval logs. |
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Client Feedback Collection Clients can directly review, comment, or give digital approval of plans. |
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Presentation Mode Dedicated tools for presenting estate plans in client meetings. |
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Translation/Localization Reports and interfaces available in multiple languages. |
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Batch Reporting Speed Time required to generate a set of reports for multiple clients. |
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Security & Privacy
(0 Yes /0 Known /9 Possible features)
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Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins. |
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Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices. |
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Role-Based Access Control Enforces least-privilege access to sensitive data based on user role. |
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Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system. |
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Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities. |
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Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys. |
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Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies. |
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Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.). |
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Encryption Key Management Secure lifecycle management for all encryption/decryption keys. |
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Scalability & Performance
(0 Yes /0 Known /8 Possible features)
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Concurrent User Support Maximum recommended number of users working simultaneously without slowdown. |
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Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads. |
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Uptime Guarantee Service level commitment to system uptime. |
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Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms. |
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Latency Average system latency under typical advisor use. |
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Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows. |
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Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches. |
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Mobile Sync Speed Synchronization delay between devices and main platform. |
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Support, Training & Vendor Reliability
(0 Yes /0 Known /9 Possible features)
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24/7 Customer Support Live, round-the-clock support by email, chat, or phone. |
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Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up. |
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Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features. |
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Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning. |
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Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange. |
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Vendor Longevity & Financial Stability Track record of financial health and ongoing product development. |
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Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage. |
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Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies. |
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User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT). |
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