WealthCounsel (Wealth Docx)
by WealthCounsel
By LegalTechMag EditorsLast verified
Visit WealthCounsel (Wealth Docx) ↗- Pricing
- Not disclosed
- Rating
- 4.4 (59)https://www.g2.com/sellers/wealthcounsel (2026-06-23)
- Best for
- Estate planning firmsDocument drafting tools
Strengths
- Purpose-built estate-planning document library (wills, living trusts, powers of attorney, trust-protector forms)
- Rated 4.4/5 on G2 across 59 reviews — one of the most-reviewed tools in this vertical (as of 2026)
- Two tiers: Wealth Docx Core (simple plans) and Wealth Docx Complete (complex/business planning)
- Includes CLE education and attorney community — not just software
- Cloud-based — accessible from any device; no local install required
Limitations
- Pricing not published — requires sales call; no self-serve trial
- Document library is WealthCounsel-authored only; limited ability to automate your own custom templates
- More expensive than Gavel per competitor analysis (Gavel claims 'half the price')
- Primarily document-drafting only; lacks intake portal and CRM natively