WealthCounsel is a company dedicated to helping small and solo estate and business planning attorneys find success through world-class drafting software, topical legal education, and tools for growing their legal businesses. For over 20 years, WealthCounsel’s 5,000 members have connected with each other and provided estate and business planning services within their respective communities across the country.To learn more about WealthCounsel, please visit us at wealthcounsel.com
Draft any time, anywhere with Wealth Docx® online and Business Docx® online. WealthCounsel’s premier drafting software helps you draft efficiently, effectively, and confidently every time. Integration with client management solutions like Clio® make the process even easier for you and your staff to stay consistent and streamline office workflow. Custom clauses, document sharing, and thorough interview features (to name a few) will not only change the way you draft documents but change the way you practice.
It’s about more than CE credits (although WealthCounsel offers plenty of those, too). WealthCounsel provides thoughtful, in-depth updates on the latest industry changes as well as all the basic info you need to get started in the field. Know the latest drafting techniques, navigate tricky family dynamics, and feel confident that you understand the latest tax law. Learn what you need to know, how and when you want to learn it--WealthCounsel Learning strives to inform in several formats like webinars, papers, and charts to name a few.
Sometimes being in a small or solo practice can feel isolating. WealthCounsel members enjoy being part of a robust community of fellow attorneys from around the country. Online, WealthCounsel members have private message boards for sharing documents, recommendations, and questions with members and WealthCounsel staff. In person, WealthCounsel hosts several events around the country every year, including state forums and Symposium. No matter your preference, WealthCounsel offers a way to help you connect with your colleagues.