What is WealthCounsel?


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 help you create the practice you need for the success you deserve. Practice Excellence.

Event Calendar

  1. Aug 22ndPennsylvania Forum Meeting
  2. Aug 22ndTexas Forum Meeting
  3. Aug 28thNew York Forum Meeting
  4. Aug 28thNewsjacking: How To Steal Headlines
  5. Sep 3rdEstate Planning Essentials
  6. Sep 5thNorth Carolina Forum Meeting
  7. Sep 8thIRA Planning and SRT Drafting Mini-...
  8. Sep 9thIRA Planning and SRT Drafting Mini-...
  9. Sep 10thIRA Planning and SRT Drafting Mini-...
  10. Sep 11thIRA Planning and SRT Drafting Mini-...
  11. Sep 12thGeorgia Forum Meeting
  12. Sep 12thMichigan Forum Meeting
  13. Sep 12thNorthern CA Forum Meeting
  14. Sep 12thSouth Carolina Forum Meeting
  15. Sep 15thBusiness Planning Essentials (Virtu...