New Law Business Model Complimentary Trial

Created By Attorneys, For Attorneys

World-Class Estate Planning Resources

As a New Law Business Model member in your first 60 days of NLBM membership, you can receive a complimentary 90-day trial of our Trusts and Estates subscription. This gives you access to the Core version of our cloud-based document drafting software Wealth Docx®, which allows you to create world-class estate planning documents anywhere, on any device. You can also experience the many benefits that come with a WealthCounsel subscription. Click below to get started on your trial.

SECURE CLOUD-BASED SOFTWARE

Draft with peace of mind knowing that we use the latest industry-leading standards to securely store your files in the cloud so you can access them wherever and whenever you need them.

COMPATIBILITY & VERSATILITY

With built-in compatibility, you can draft on Mac or PC on the device that works best for you—whether that is a computer, tablet, or phone.

CUSTOMER SUPPORT & TRAINING

Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support from our Member Services and Software Support teams.

GROUP SUPPORT & NETWORKING

Join a nationwide network of like-minded professionals to ask questions, share drafting resources, and refer business.

On-demand & live CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.

Documents Included in Wealth Docx Core

Will System
  • Wills with and without tax-sensitive planning
  • Client portfolio inserts, instructions, and a will summary
  • Ancillary documents, including a durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit
Living Trust System
  • Individual, joint, and pour-over revocable trusts
  • Funding instructions
  • Comprehensive interview questionnaire
  • Estate tax and generation-skipping transfer tax planning utilizing disclaimers, Clayton election, and formula funding
  • Continuing and testamentary trusts for beneficiaries
  • Comprehensive charitable planning, including testamentary charitable trusts and private foundations
  • Trust protector provisions
  • Conduit trust provisions for retirement accounts
  • Ancillary documents, including a pour-over will, power of attorney, and property agreement
Client Letters Suite
  • Spousal conflict waiver
  • Initial client letters
  • Intake worksheet and comprehensive interview questionnaire
  • Engagement and disengagement letters
  • Invoices
Trust Protector Supporting Documents
  • Approval of Accounting
  • Rejection of Accounting
  • Exercise of Power to Amend Trust
  • Exercise of Power to Change Trust Situs
  • Exercise of Power to Correct Trust Ambiguity
  • Exercise of Power to Demand Trust Accounting
  • Exercise of Power to Direct Investments
  • Exercise of Power to Interpret Trust Provision
  • Exercise of Power to Alter the Administrative and Investment Powers of the Trustee
  • Exercise of Power to Amend to Reflect Tax or Other Legal Changes
  • Exercise of Power to Refuse a Contribution
  • Exercise of Power to Withhold Distributions
  • Exercise of Power to Direct Distributions
  • Exercise of Power to Modify a Beneficiary's Distribution Rights
  • Exercise of Power to Qualify Trust for Government Benefits
  • Exercise of Power to Terminate Trust
  • Exercise of Power to Grant General Power of Appointment
  • Exercise of Power to Remove a Beneficiary
  • Exercise of Power to Add Beneficiary
  • Replacement of Trustee
  • Removal of Trust Protector and Appointment of Successor
  • Resignation of Trust Protector and Appointment of Successor
  • Appointment of Successor Trust Protector
  • Removal and Replacement of Trustee
Getting Started

Contact Us

To take advantage of this complimentary trial, click below and fill out the form. A member of the WealthCounsel team will contact you to schedule a demo and share more details about how to get started.

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