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Wealth Docx
Estate planning drafting software sold in WealthCounsel membership bundles that include the LawY AI assistant for research, drafting and proofreading.
| What the AI does | LawY (all memberships), Matter AI (WealthCounsel + LEAP membership) |
|---|---|
| Who it serves | Solo attorneys, Small law firms, Family law and estate planning practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Solo attorney, Small firm |
| Category | Document Automation & Assembly |
| Also fits | AI Legal Research |
| Works with | LEAP |
| Confidentiality | Not posted on the vendor's site. |
| Checked | 2026-10-31, against the vendor's own page |
Who it's for
Wealth Docx is listed as a fit for solo attorneys and small firms, and the vendor names solo attorneys, small law firms and family law and estate planning practices on its own site. The job it gets hired for: turning intake answers into finished pleadings, letters, plans and forms without retyping. It also fits the AI Legal Research category.
What it costs
Wealth Docx is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
WealthCounsel bundles Wealth Docx estate planning drafting with education and includes the LawY AI legal assistant in every membership tier, from Essential to Elite. A WealthCounsel + LEAP membership adds LEAP practice management with two-way contact sync and Matter AI trust summaries.
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