By Attorneys,
For Attorneys

State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded
attorneys—WealthCounsel has all you need to practice efficiently and confidently.
CREATED BY ATTORNEYS, FOR ATTORNEYS

The WealthCounsel Advantage

WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs.
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.
COMPLIMENTARY ON-DEMAND AND LIVE CLE
Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.
CUSTOMER SUPPORT & TRAINING
Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support from our Member Services and Software Support teams.
Attorney Community
Join a nationwide community of like-minded professionals to collaborate, share knowledge and drafting resources, and refer business.
Law Firm Marketing
Build and grow your practice with monthly marketing content, including newsletters, grab-and-go presentations, blog posts, and more with a Marketing Source subscription.
LEGAL SOFTWARE

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.

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

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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.

Email

information@wealthcounsel.com

Phone

(888)659-4069

Address

3 2nd Street, Suite 501, Jersey City, NJ 07302