Listserv Descriptions

 

Below is a description of each list. You will receive the corresponding email address for the listserv after you subscribe.

You must subscribe before you can post to a list.  See Listserv Subscription  instructions below.

Public Listservs

  • Listserv - WealthCounsel Listserv: open to estate planning professionals (attorneys and non-attorneys) to exchange information related to Estate Planning.

  • Technology - WealthCounsel Technology Listserv: open to attorneys and non-attorneys to exchange information related to technology.

  • State Specific - Created for State user's groups to exchange estate planning and WealthDocx drafting information.

    The following states currently have a state specific listserv: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Rhode Island, Tennessee, Texas, Utah, Wisconsin.

    The following regions currently have a specific listserv: Mid-Atlantic (VA, MD, DE, PA, NJ, & DC), Northern New England (ME, NH, VT)

  • ElderLaw - ElderCounsel Listserv: focused on issues related to the elderly population.


Subscription Instructions

To subscribe to a WealthCounsel Listserv, you must have a profile on the WealthCounsel website.

If You Don't Have a Profile:

Click here to create a profile.  After your profile is created, follow the instructions below.

If You Already Have a Profile:

Complete the online form. We will verify your information and send you a confirmation email.

Thank you for your interest in WealthCounsel Listservs!