Trusts and Estates | WealthCounsel | Practice Your Way

Practice Your Way

Founded by attorneys for attorneys, WealthCounsel has been helping estate planning and elder law attorneys practice confidently for over twenty years. Subscription-based membership benefits include:

  • continuing legal education resources tailored to every experience level;
  • superior automated document drafting software for estate planning and business law with Wealth Docx®, Gun Docx®, and Business Docx®;
  • a streamlined solution for trust administration with Wealth Tracx™;
  • a vibrant community of thousands of attorneys; and
  • thoughtful analysis on legal topics and breaking industry news.

Whether you are starting or expanding your legal practice, joining WealthCounsel provides a pathway to success.

Scroll to learn more about our document drafting software and trust administration solution or complete the form to schedule a demo.

Trusts and Estates

Wealth Docx is our cornerstone product. From basic estate planning to more complex tax and business planning strategies, Wealth Docx provides legal document templates to help you increase your efficiency and create high-quality, accurate documents with ease.

Fire Arms Planning

Gun Docx® is an additional option to address the growing need for firearms-specific legacy planning, including conventional and NFA firearms planning.

Business Planning

Business Docx® is legal document drafting software that helps you create high-quality legal documents that are tailored for small and mid-sized business clients. It includes contextual help, expert commentary, and other key legal resources to inform your decision-making as you draft with greater efficiency and accuracy.

Trust Administration

Wealth Tracx is a comprehensive solution designed to provide all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services.

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