For Attorneys

If your practice includes estate planning, business
planning, or if you're considering transitioning to
these practice areas, we can help.

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For Financial Professionals

If you're a financial advisor, CPA, or accountant,
we have tools and resources designed
specifically to help you succeed.

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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. Apr 17thWord on the Street: Planning for yo...
  2. Apr 21st
  3. Apr 22ndAdvisors Forum - Interdisciplinary...
  4. Apr 23rd
  5. Apr 23rd
  6. Apr 25th
  7. Apr 28th
  8. Apr 30th
  9. May 1stWhat's New in BusinessDocx, Part 1
  10. May 2ndNorthern California Forum Meeting
  11. May 2ndMissouri Forum Meeting
  12. May 12thTrust Administration Intensive (Vir...
  13. May 12thWhether to Wed
  14. May 13thRLT Drafting Intensive (Virtual Cou...
  15. May 14thTrust Administration Intensive (Vir...