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Elite

The Elite Membership gives you access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®.

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Trusts & Estates Professional

The Trusts & Estates Professional Membership gives you access to Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®.

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Elder Law Professional

The Elder Law Professional Membership gives you access to Wealth Docx® Core and Elder Docx™.

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Essential

The Essential Membership gives you access to Wealth Docx® Core.

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Complete Estate Planning Software

Interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

Learn More About Wealth Docx® Complete

Elder Law Software

Cloud-based document drafting software that allows you to create world-class elder law, special needs, and Veterans pension planning documents

Learn More About Elder Docx™

Core Estate Planning Software

Interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents.

Learn More About Wealth Docx® Core

Business Law Software

An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle.

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Trust Administration Software

All of the documents, tools, and resources needed to deliver trust administration services.

Learn More About Wealth Tracx®

Firearms Planning Software

A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning.

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Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community
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Continuing Legal Education

The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements.

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Practice Building

Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice.

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Local Forums

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Continuing Legal Education

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Resource Center

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Membership

Elite

The Elite Membership gives you access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®.

Learn More

Trusts & Estates Professional

The Trusts & Estates Professional Membership gives you access to Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®.

Learn More

Elder Law Professional

The Elder Law Professional Membership gives you access to Wealth Docx® Core and Elder Docx™.

Learn More

Essential

The Essential Membership gives you access to Wealth Docx® Core.

Learn More

See All Memberships

Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community

Software

Complete Estate Planning Software

Interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

Learn More About Wealth Docx® Complete

Elder Law Software

Cloud-based document drafting software that allows you to create world-class elder law, special needs, and Veterans pension planning documents

Learn More About Elder Docx™

Core Estate Planning Software

Interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents.

Learn More About Wealth Docx® Core

Business Law Software

An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle.

Learn More About Business Docx®

Trust Administration Software

All of the documents, tools, and resources needed to deliver trust administration services.

Learn More About Wealth Tracx®

Firearms Planning Software

A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning.

Learn More About Gun Docx®

Membership

Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community

Events

Events Calendar

View all upcoming in-person and virtual events.

View Calendar

Continuing Legal Education

The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements.

Learn More

Practice Building

Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice.

Learn More

Local Forums

A place for attorneys to gather virtually and in-person to explore issues relevant to their practice.

Learn More

Resources

Continuing Legal Education

Practical and insightful, groundbreaking and foundation building—we have a program for every legal professional.

Learn More

Law Firm Marketing

Propel your marketing efforts, acquire more clients, design and improve your processes, and achieve your goals for the future.

Learn More

Member Directory

Find a WealthCounsel attorney in your area.

Learn More

Resource Center

Timely, relevant, and practical articles, videos, and downloads created and curated by leading estate planning and business law practitioners.

Learn More

Blog

Your resource for trending legal news, marketing and practice building advice, answers to frequently asked questions, and tips and tricks.

Visit Our Blog

Trusts & Estates

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Resource Center

Trusts & Estates

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Trusts & Estates

Drafting A Standalone Retirement Trust With Wealth Docx

Topics

Trusts & Estates

Related Resources (demos)

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Trusts & Estates

Drafting the Standalone Retirement Trust (SRT) with Wealth Docx

The Standalone Retirement Trust (SRT) is a crucial estate planning tool for any client with retirement assets. Learn how to draft it with Wealth Docx.

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watch

Trusts & Estates

Wealth Docx - Estate Planning Software for Attorneys Demo

The nation's #1 trust software for attorneys, Wealth Docx, streamlines document drafting for trusts and estates. Learn more.

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