Welcome. For more than 10 years, WealthCounsel® has been helping estate planning attorneys build successful practices by providing practitioners with the WealthDocs™ estate planning software, continuing legal education, and other tools to competently serve the needs of clients. As a collaborative organization of more than 1,000 firms, WealthCounsel’s practice-building resources help attorneys draft quality legal documents; bridge legal knowledge with practical application; boost their competence and confidence; and attract a broader base of clients.
Whether you are an attorney looking to build a successful estate planning practice, a financial professional making a referral to a competent attorney, or a consumer looking for a local attorney to draft a will, create a trust or an estate plan, we have the answers you need.
Contact us today. We are committed to excellence in the estate planning profession, and we want to be your trusted resource for information.