Let us help you build your practice
through our Five-Star Practice Solution™
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WealthCounsel is a membership organization of more than 2,500 attorneys who are committed to a client-centric approach to estate planning. Membership in WealthCounsel offers access to a proven, total practice solution that helps attorneys increase efficiency, serve clients better, and improve profitability.
Imagine being part of a collegial organization that offers the industry’s most robust estate planning software systems, access to the collective wisdom of like-minded individuals in all 50 states, relevant continuing legal education courses and the support to build and sustain a highly sophisticated practice.
Whether you are an experienced practitioner, an attorney transitioning from another area of the law, or a new practitioner entering the profession, WealthCounsel membership offers you the tools and resources you need to establish a competitive advantage in today’s marketplace.
What you can expect from your WealthCounsel Membership:
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WealthDocx® enables you to create far more sophisticated documents with far greater efficiency. You will spend less time drafting documents and more time attracting and meeting with clients. |
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Drafting-Based Education
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Our education courses will empower you with relevant knowledge that can be readily applied in serving existing clients while providing you with new knowledge to land more complex cases. |
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Collaborative Community
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Our members tell us that one of the most valued traits that sets WealthCounsel apart is its community of colleagues and the camaraderie that members share. |
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Practice-Building Resources
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The hallmark of the WealthCounsel membership philosophy is the fact that “sharing and learning from each other will only make each of us stronger.” Our online Knowledge Base (member-only access) contains numerous presentations and other materials submitted by experienced members to help others build technical knowledge, increase business acumen, and create value in one’s practice. |
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Free Customer Support
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Our unlimited support services are included free of charge with membership -- unlike other vendors who charge as much as $200 per hour. |
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NOTE: Our technical support services are FREE with your membership, unlike some vendors in the industry who may charge as much as $200 per hour and require a $100 minimum per support incident. WealthCounsel has a HotDocs Publisher’s License which eliminates the need for purchasing additional or update licenses to HotDocs. |
Contact Us
WealthDocx is a “scalable drafting solution” designed to fit unique practices. We offer a choice of pricing plans to help you achieve your practice objectives.
Click here to contact a team member to assist you in choosing the system that’s right for you.