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. Jul 14thSymposium Precursors
  2. Jul 16th2014 Planning for the Generations
  3. Jul 16thColorado Forum Meeting
  4. Jul 25thMassachusetts Forum Meeting
  5. Aug 13thIRA Planning and SRT Drafting Mini-...
  6. Aug 14thIRA Planning and SRT Drafting Mini-...
  7. Aug 15thIRA Planning and SRT Drafting Mini-...
  8. Aug 19thThe Hybrid Domestic Asset Protectio...
  9. Aug 21stWord on the Street: Asset Protectio...
  10. Aug 22ndPennsylvania Forum Meeting
  11. Aug 22ndTexas Forum Meeting
  12. Aug 28thNew York Forum Meeting
  13. Sep 3rdEstate Planning Essentials
  14. Sep 5thNorth Carolina Forum Meeting
  15. Sep 12thGeorgia Forum Meeting