Let us help you build your practice
through our Five-Star Practice Solution™
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WealthDocx 7 Receives Five Star Rating from Trusts & Estates Technology Review
Download Results from 2009 Industry Trends Survey
Expert Commentary from International Law Firm HRO
Click here to read the "client alert" from WealthCounsel member Norvell Brasch of the international law firm Holme Roberts & Owen, LLP.
"Now What? Practical Solutions for
Estate Tax Planning in 2010 and Beyond"
View our special two-part webinar series that discusses solutions
for the estate tax dilemma many attorneys are facing.
Part I: Download Recording & Materials | Part II: Download Recording & Materials |
What you can expect from your WealthCounsel Membership:
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Profitability & Efficiency
| Automated systems are the cornerstone for the profitability of every successful estate planning practice. WealthDocx™ will become your back-office drafting assistant that will enable you to quickly generate high-quality estate plans with the accuracy you can trust and customizations your clients require. |
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Confidence & Security
| Gain a sense of comfort and confidence that you are not alone in exploring solutions to client problems as you benefit from the collective wisdom of our collaborative community of nearly 2,000 practitioners and listserv participants. |
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Competence & Empowerment
| Raise your competency level and command a higher fee schedule through our relevant and robust educational curriculum, taught by attorneys for attorneys that empower you with advanced planning techniques and more sophisticated client strategies. |
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Capability & Growth
| Increase your business acumen, enhance your credentials, build your technical knowledge, and learn how to improve your administrative operations through the many offerings found in our practice resources and systems. |
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Capacity & Competitive Advantage
Building a successful practice that places you at a competitive advantage requires a highly-skilled customer service team who stands behind all of our technology applications and automated systems. Our highly-responsive member and technical support team are available when you need them. |
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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.
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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.