The Drafting Foundations Part 1 series is a basic introduction to WealthCounsel online solutions. New users of WealthCounsel drafting solutions are encouraged to attend. This session will show how to access the drafting features online, review the interview layout and other views, and provide a brief look at some advanced features. This session will provide users with the training needed to start drafting online and prepare them for attending the product-specific webinars in Drafting Foundations Part 2.

Important: Please watch this ten-minute video prior to attending Drafting Foundations Part 1 Prerequisite for Drafting Foundations Part 1

This training will explain in detail the Business Docx templates and drafting versions, default settings, general ancillary documents, customization tools, and other resources to assist users as they navigate the Business Docx drafting system.

Important: Prior to attending Part 2, please watch the ten-minute video Prerequisite for Drafting Foundations Part 1, and attend the live or OnDemand Drafting Foundations Part 1 training webinar.

Wealth Tracx® is a comprehensive trust administration solution featuring customizable tools, helpful resources, and a robust library of documents specifically geared for a streamlined, efficient postdeath trust administration process. In the first portion of this live training, users will learn about the Overview, Trust Summary, Parties, Important Dates, and Tasks sections found in Wealth Tracx. In the second portion, users will learn how to enter asset and liability information and use the ledger for account assets and discuss tips to effectively generate more than 140 automated documents and reports. Users will also have the opportunity to ask questions at the conclusion of the training.

This course builds on the basic introduction to the online drafting systems in Part 1 of this Drafting Foundations series. This training will explain in detail Contacts and Matters, Default Settings, document creation and answer set options, general and state-specific ancillary documents, customization tools, and other resources to assist users as they navigate the online drafting system.

This course builds on the basic introduction to the online drafting systems in Part 1 of this Drafting Foundations series. This training will explain in detail Contacts and Matters, Customization tools, establishing global preferences and state-specificity, annotations, document creation and accessing ancillary documents, and other resources to assist users as they navigate the online drafting system.

Important: Prior to attending Part 2, please watch the ten-minute video Prerequisite for Drafting Foundations Part 1, and attend the live or OnDemand Drafting Foundations Part 1 training webinar.