Trusts & Estates Professional Membership
PRACTICE YOUR WAY
The Trusts & Estates Professional membership provides you with high-quality, interactive document-drafting software for estate planning of complex matters, as well as software for trust administration and business law. With included educational resources and access to a network of like-minded attorneys, you will have the tools you need to serve your clients efficiently.
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.
- Generate unlimited documents using more than 200 interview-driven templates
- Streamline your intake process and securely collect client information with Client Intake
- Wealth Docx® Complete advanced estate planning drafting software
- Business Docx® business law drafting software
- Wealth Tracx® trust administration software
- Gun Docx® firearms planning drafting software
COMPLIMENTARY ON-DEMAND AND LIVE CLE
Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events on the following topics:
- Trust and estate planning
- Trust administration
- Business law
- Firearms planning
- Software training
- Practice building
UNLIMITED SUPPORT & TRAINING
Access a team of dedicated Member Support Specialists offering personalized support and guidance year-round.
- Member services
- Software support
ATTORNEY COMMUNITY
Join a nationwide community of like-minded professionals.
- Collaborate
- Share knowledge and drafting resources
- Refer business
- Attorney listing on estateplanning.com
Trusts & Estates Professional Documents
The Trusts & Estates Professional membership gives you access to Wealth Docx Complete, Business Docx, Wealth Tracx, and Gun Docx. The following is a sampling of the documents that can be drafted using the interviews in Wealth Docx Complete, Business Docx, and Gun Docx. Click below to download a more comprehensive list of more than 200 documents that can be drafted from templates driven by dynamic interviews included in the Trusts & Estates Professional membership.
The following is a sample of documents that can be drafted:
Client Intake
Client Intake is a secure and efficient solution for attorneys to collect information from new and prospective clients. Through intelligent automation, Client Intake reduces the need for manual data entry and the risk of typos by collecting information directly from the client. With just a few clicks, you can securely gather relevant information about partners, dependents, fiduciaries, and assets. A secure online form includes prompts for gathering important details and allows clients to attach copies of relevant documents. You can then transfer the collected contact data into new or existing matters. Client Intake is included in Elite, Trust & Estates Professional, and Elder Law Professional memberships.
Pricing
Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.