By Attorneys,
For Attorneys
attorneys—WealthCounsel has all you need to practice efficiently and confidently.
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attorneys—WealthCounsel has all you need to practice efficiently and confidently.
The WealthCounsel Advantage
SECURE CLOUD-BASED SOFTWARE
COMPLIMENTARY ON-DEMAND AND LIVE CLE
CUSTOMER SUPPORT & TRAINING
Attorney Community
Law Firm Marketing
Secure Cloud-Based Software
WealthCounsel provides superior, online document-drafting software for estate planning, elder law, and business law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access your files in real time to collaborate anytime, anywhere.
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ESTATE PLANNING
Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents for basic and sophisticated plans using dynamic guided questions, scenarios, and customization tools.
ELDER LAW
Elder Docx helps you generate a wide array of elder law, special needs planning, and Veterans’ pension planning documents.
BUSINESS LAW
Business Docx provides interactive questions to draft documents for business formation, operations, exit planning, business succession, and client communications.
TRUST ADMINISTRATION
As a comprehensive solution, Wealth Tracx provides 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.
FIREARMS PLANNING
Through guided questions, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for conventional and National Firearms Act firearms planning.
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“When you compare the value that you get from not only the caliber of the documents but also the ability to network with your peers across the nation, and the ongoing support that you get to ensure that your plans are world-class—I don't think you're gonna find that anywhere else.”
- LORI BEIGHT, JD - MEMBER SINCE 2012
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“As a transitioning attorney, I had two very ambitious goals—to get up to speed in the legal technical field and to get my practice developed and profitable quickly. My WealthCounsel membership helped me accomplish both goals!”
- NATALIA KABBE, JD - MEMBER SINCE 2007
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“I wish I would have found WealthCounsel much sooner in my practice than I did. I spent many years spinning my wheels, you know, trying to do it on my own, but finding this great community has been just a huge benefit.”
- DAVE LEDBETTER, JD - MEMBER SINCE 2006
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“There is no comparable organization or document preparation I have seen—and I have researched and tried many of them—that will have a return on investment that comes close to what WealthCounsel offers.”
- MICHELLE BUTLER, JD - MEMBER SINCE 2018
In-Person & Virtual Events
How Can We Help?
Need more info about membership, drafting software, CLE, or our other practice solutions? No problem! Just let us know how to reach you by filling out this form.