The Five Star Practice SolutionAs a membership organization of more thousands of attorneys, we offer practitioners like you the opportunity to be part of a highly-respected organization where you have access to a wide range of back-office resources and a large pool of experienced attorneys committed to your success.
Through our collective wisdom and a collegial environment, you can practice with peace of mind knowing that your membership in WealthCounsel is your life-line to resources similar to those found in the big box law firms.
We are here to create value for our members, and we do that through our Five-Star Practice Solution as follows:
- As the cornerstone of your membership, WealthDocx® will become your back-office drafting assistant as you prepare high-quality estate plans in a fraction of the time.
- Our collaborative community of practitioners and listserv participants will provide you with a sense of comfort and confidence that you are not alone in exploring solutions to client problems.
- Our educational curriculum will empower you with relevant knowledge than can be readily applied in addressing client solutions.
- Our practice resources will assist you in furthering your competency and improving operational efficiencies.
- And our highly-responsive customer and technical support team stands ready to rapidly address your questions and concerns as you seek to maximize your membership experience.
- A complete document creation system for Wills, Revocable Living Trusts, Irrevocable Trusts, Partnership Agreements and many more Ancillary and supporting documents
- Legal and technical support for drafting WealthDocx plans
- —all for one competitive price
- Develop the confidence that comes with belonging to a leading organization
- Brainstorm with other practitioners
- Increase fee revenue through expanded practice areas and referrals
- WealthCounsel's Estate Planning Curriculum, a complete set of workshops on estate planning
- Practice-building seminars, which teach a unique and proven client- and referral-driven process in just one day
- Practice management tools and resources including the WealthCounsel Rainmakers™ program, a series of teleconferences and group coaching classes, reasonably packaged and priced to pay as your needs arise
- Listserv gives members an opportunity to share legal and technical advice from the convenience of their desktops
- Leimberg Information Services Inc. (LISI) provides newsletters with fast, frank, and incisive analysis of proposed, recent and past legislation, cases and rulings
- Knowledge Base that includes unique provisions such as incentive clauses, pet trusts and more; state-specific documents; marketing presentations and PowerPoint slides
- Highly responsive legal technical and software support
- Comprehensive software training tools and online webinars that give you and your staff the flexibility to learn how to use WealthDocx on your own schedules and desktops