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Welcome. For more than 11 years, WealthCounsel® has been helping estate planning attorneys improve profitability by providing them with the WealthDocx™ drafting software, relevant legal education, and other tools that empower them to confidently represent a broad client base. As a collaborative organization of more than 1,000 law firms, WealthCounsel’s practice-building resources help attorneys efficiently draft sophisticated estate plans; gain competence through collegiality with other members; and learn new strategies to increase revenue opportunities.

Whether you are an attorney wanting to increase your knowledge, efficiency and profitability, a financial professional seeking to establish a referral relationship with a competent attorney, or a consumer needing a local attorney to draft a will, revocable living trust or a complete estate plan, we want to help you achieve your objectives.

Contact us today. We are committed to excellence in the estate planning profession and to earning your trust as the preferred resource for the information you need.

  • WealthDocx™ Document Drafting System
  • Collaborative Network of 1700 Estate Planning Attorneys
  • Relevant CLE Courses & Staff Training
  • Email Forums, Resource Center & Leimberg Service
  • Distinctive Customer Service, Tech Support & Training

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WealthCounsel is on your side. Make a significant difference in your practice with your WealthCounsel Membership. The choice is yours.

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WealthCounsel attorneys understand the value you expect for your clients. Imagine a team approach that works. Your clients deserve it; you deserve it.

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WealthCounsel attorneys are dedicated to the excellence in life and legacy planning. We want you to be well informed and best prepared for all that life brings.

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