What is WealthCounsel?


WealthCounsel is a provider of Legal Software and Law Practice Management Software. We’re also an active community of over 3,600 estate planning and wealth management professionals. Continuing legal education to keep you sharp and up-to-date. Programs and tools for marketing and building your practice. And the leading drafting solutions technology in the business. Let the collective wisdom of WealthCounsel will help you create the practice you need with our legal software, law practice management software and continuing legal education (CLE) resources for the success you deserve. Practice Excellence.

Event Calendar

  1. Jul 14thSymposium 2015
  2. Jul 23rdFinancial Dashboard Metrics that Dr...
  3. Jul 24thMassachusetts State Forum
  4. Aug 6thLegal Marketing Quick Start Program
  5. Aug 11thFounders' Agreements and Disputes
  6. Aug 13thArizona State Forum
  7. Aug 18thFiduciary Income Tax Considerations...
  8. Aug 20thWord On The Street: What Did I Mis...
  9. Aug 21stArizona State Forum
  10. Aug 28thTexas State Forum
  11. Aug 29thTexas State Forum
  12. Sep 1stBusiness of a Law Business
  13. Sep 1stLegal Marketing Quick Start Program
  14. Sep 18thNorth Carolina State Forum
  15. Sep 24thMichigan State Forum