LegalShield
LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.
Learn more
Quicken WillMaker
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.
Learn more
Wealth Docx
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement.
Learn more
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.
Learn more