Practice Your Way with WealthCounsel

WHY WEALTHCOUNSEL

Designed for You

A WealthCounsel Membership is tailor-made for today's estate and business planning attorney. Robust cloud-based drafting and trust administration solutions make working from anywhere a reality, while practice success coaching programs and a vast catalog of on-demand and live continuing education opportunities empower member attorneys to build and maintain a practice that fits them.

SECURE CLOUD-BASED SOFTWARE

Draft with peace of mind knowing that we use the latest industry-leading standards to securely store your files in the cloud so you can access them wherever and whenever you need them.

COMPATIBILITY & VERSATILITY

With built-in compatibility, you can draft how you want (on Mac or PC) on whatever device works best for you (computer, tablet, or phone).

CUSTOMER SUPPORT & TRAINING

Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support anytime from our Member Services and Software Support teams.

GROUP SUPPORT & NETWORKING

Join a nationwide network of like-minded professionals to ask questions, share drafting resources, and refer business.

LAW FIRM MARKETING

Build and grow your practice with practice building webinars and articles, and get monthly marketing content with a Marketing Source™ subscription.

On-demand & live CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.

WealthCounsel Products at a Glance

ESTATE PLANNING SOFTWARE

Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools.

ELDER LAW SOFTWARE

Elder Docx helps you generate a wide array of elder law, special needs planning, and Veterans pension planning documents.

TRUST ADMINISTRATION SOFTWARE

As an all-in-one solution, Wealth Tracx offers all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services to your clients, including asset tracking, reports, ledgers, and task management.

BUSINESS LAW SOFTWARE

Business Docx provides interactive interviews for drafting documents for business formation, exit planning, business succession, operational matters, and client communications.

FIREARMS PLANNING SOFTWARE

Through dynamic interviews, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for both conventional and NFA firearms planning.

PRACTICE BUILDING & MARKETING

WealthCounsel works with our members to build and grow their practices. From a complimentary one-on-one coaching session and monthly webinars to top-notch coaching and educational programs for you and your staff, we have the tools and expertise to help you achieve your goals. WealthCounsel also offers a content subscription providing turnkey marketing packages filled with time saving, expertly developed and researched content ready for you to implement across all of your channels.

Pricing

The pricing for our subscriptions is based on the size of your firm and the nature of your practice. Accordingly, we have found it best to have a personal conversation to ensure that the cost aligns with your firm’s needs. The best way to get exact pricing appropriate for your firm is to schedule a call with a Practice Development Consultant to discuss your goals and needs, walk through the software, and explore how a WealthCounsel Membership can benefit your practice. Click below to schedule a demo.

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