The WealthCounsel Drafting Foundations series consists of training programs for Wealth Docx®, Business Docx®, Wealth Tracx®, and Elder Docx. Part 1 is a basic overview of the WealthCounsel online solutions and provides guidance on how to access various drafting templates and tools, explains the interview layout, and provides a foundation to begin drafting.
The Part 2 series are product-specific and build on the basic introduction to the online drafting system in Part 1 of the Drafting Foundation series. Each session provides a comprehensive description and demonstration of each component in the Wealth Docx, Business Docx, Wealth Tracx, and Elder Docx solutions. You will learn essential practice tips and techniques to help you confidently navigate and customize the solutions for your unique practice needs.
The Drafting Foundations series is offered once per month. If you are unable to attend a live session, you can also view a recorded session on the WealthCounsel member website. Links to these resources are provided below: