Wealth Docx® Alternatives (January 2026)

Wealth Docx Complete Estate Planning Software | WealthCounsel

https://www.wealthcounse.com/software-for-attorneys/wealth-docx-complete/

Wealth Docx Core includes interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

4.3/5

64+ reviews

Reviewed on:

Trustradius

Trustpilot

Envestnet | MoneyGuide - Financial Planning Software

https://www.moneyguidepr

.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

DecisionVault - The Intake Portal for your Estate Planning Practice

https://www.decisionvaul

.com/

DecisionVault lets your clients sail through the intake work, which you can then export or sync to your Case Management System or Draft Platform in seconds.

Immigration Software for Lawyers - Docketwise Immigration Software

https://www.docketwis

.com/

Docketwise is the #1 rated all-in-one immigration software that brings everything you need in one place. Easy to use for you and your clients!

#1 Legal Software: Practice and Case Management Solutions | Amicus Attorney

https://www.amicusattorne

.com/

Legal software solutions that enable your firm to increase revenue, reduce costs, & maximize efficiencies through integrated practice management.

Trademark Docketing Software and IP Docketing Software - Alt Legal

https://www.altlega

.com/

Automated trademark docketing software that connects to 180+ Intellectual Property offices and supports patents and other IP docketing.

LEAP Legal Software | User Friendly Law Firm Software

https://lea

.us/

LEAP legal software helps attorneys make more money by automating administrative work. LEAP is the legal practice management solution for law firms.

Best Legal Software for Modern Law Firms | CosmoLex

https://www.cosmole

.com/

Cloud-based legal software for practice management in law firms of all sizes helps increase law firm efficiency and secure client data.

Clio Draft | Legal Document Automation Solutions

http://lawya

.com/

Clio Draft provides easy to use document automation software that helps legal practices save time and avoid mistakes without sacrificing quality.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.