Join WealthCounsel

 

What you can expect from your WealthCounsel Membership:

 Profitability & Efficiency
Automated systems are the cornerstone for the profitability of every successful estate planning practice. WealthDocs™ 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.

 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 over 1,800 practitioners and listserv participants. 

 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.

 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.  

 Capacity & Competitive Advantage
Reduce, eliminate or better allocate overhead with support from our highly-responsive customer and technical support team -- similar to IT resources found only in larger firms. 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.  
Complete Edition: Lump-sum payment $3,900
 
$3,900.00
 
Please log in before purchasing a membership



WealthDocs Complete Edition - Lump-sum payment: 

Nonrefundable Initial Fee of $3,900 paid in full, plus $450 per month, payable on the first business day of each month following the month in which the initial fee is paid. Membership requires a minimum 12-month membership commitment, subject to the term of the Promissory Note. 

After you have satisfied the initial 12 month membership commitment, your continuing membership rate will equal to the then-current regular membership rate.
Complete Edition:Three-Pay, no interest
 
$1,500.00
 
Please log in before purchasing a membership


Download Application

Member agrees to pay WealthCounsel as follows: 

Nonrefundable Initial Fee of $4,500 paid in three equal monthly payments of $1,500 each, plus 12 consecutive monthly installments of $450 (the “Initial Monthly Membership Term”). The first payment on the Initial Fee and the first installment of the Initial Monthly Membership Term are due and payable with this completed Agreement. We will charge the remaining payments of the Initial Fee in two consecutive months beginning the first month after the Effective Date. We will also begin to automatically charge the monthly installments of the Initial Monthly Membership Term each month, beginning with the first month after the Effective Date. 

After completion of the Initial Monthly Membership Term, the continuing Monthly Membership Fee will be equal to the then-current regular membership rate. Membership is subject at all times to the “Terms and Conditions” of Membership, attached to this Agreement and incorporated by reference. 

Sales Tax Notice: If you reside in any of the following states, sales tax will be assessed on the full amount of Initial Fee and on the first $25 of each Monthly Membership Fee: CO, FL, ID, ME, NV, TX, UT, WA, WI. 

We will charge your debit/credit card in the amount of $1,950 as we process your Membership Agreement
Complete Edition: $650/month (Initial fee waived)
 
$650.00
 
Please log in before purchasing a membership



24 consecutive monthly installments of $650 (the "Initial Monthly Membership Term") commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to membership rate of $450 per month.
Complete Edition: Lump-sum payment
 
$4,500.00
 
Please log in before purchasing a membership

WealthDocs Complete Edition - Lump-sum payment: 

Nonrefundable Initial Fee of $4,500 paid in full, plus 12 consecutive monthly installments of $450 (the “Initial Monthly Membership Term”) commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to the thencurrent regular membership rate. 

Complete Edition: 24-month amortized payment
 
$675.09
 
Please log in before purchasing a membership
24-month amortized payment (Credit Application required): 

Nonrefundable Initial Fee of $4,500 amortized over 24 months plus interest of 18.2% per annum, plus 24 consecutive monthly installments of $450 (the “Initial Monthly Membership Term”). Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $675.09 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Core Edition Only: Lump-sum payment
 
$2,750.00
 
Please log in before purchasing a membership

WealthDocs Core Edition Only - Lump-sum payment: 

Nonrefundable Initial Fee of $2,750 paid in full, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”) commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to the thencurrent regular membership rate. 

Core Edition Only + PE Library: Lump-sum payment
 
$3,750.00
 
Please log in before purchasing a membership
WealthDocs Core Edition Only + Practice Essentials Library - Lump-sum payment:

Nonrefundable Initial Fee of $3,750 paid in full, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”) commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to the thencurrent regular membership rate.
Core Edition: Three-Pay, no interest
 
$917.00
 
Please log in before purchasing a membership


Download Application

Member agrees to pay WealthCounsel as follows: 

Nonrefundable Initial Fee of $2,750 paid in three equal monthly payments of $917 each, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). The first payment on the Initial Fee and the first installment of the Initial Monthly Membership Term are due and payable with this completed Agreement. We will charge the remaining payments of the Initial Fee in two consecutive months beginning the first month after the Effective Date. We will also begin to automatically charge the monthly installments of the Initial Monthly Membership Term each month, beginning with the first month after the Effective Date. 

After completion of the Initial Monthly Membership Term, the continuing Monthly Membership Fee will be equal to the then-current regular membership rate. Membership is subject at all times to the “Terms and Conditions” of Membership, attached to this Agreement and incorporated by reference. 

Sales Tax Notice: If you reside in any of the following states, sales tax will be assessed on the full amount of Initial Fee and on the first $25 of each Monthly Membership Fee: CO, FL, ID, ME, NV, TX, UT, WA, WI. 

We will charge your debit/credit card in the amount of $1,950 as we process your Membership Agreement
Core Edition Only: 24-month amortized payment
 
$475.00
 
Please log in before purchasing a membership
Core Edition Only: 24-month amortized payment (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 8.5% per annum (payable in 24 equal payments of $125), plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $475 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Core Edition Only: 24-month amortized payment
 
$487.56
 
Please log in before purchasing a membership
Core Edition Only: 24-month amortized payment (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 18.2% per annum, plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $487.56 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Core Edition Only + PE Library: 24-month amortized
 
$1,487.56
 
Please log in before purchasing a membership
Core Edition Only: 24-month amortized payment plus Practice Essentials Library (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 18.2% per annum, plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). An up-front fee of $1,000 must be paid in full at the beginning of membership. It will not be amortized. Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $487.56 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Advanced Edition Only: Lump-sum payment
 
$2,750.00
 
Please log in before purchasing a membership

WealthDocs Advanced Edition Only - Lump-sum payment:

Nonrefundable Initial Fee of $2,750 paid in full, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”) commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to the thencurrent regular membership rate. 

Advanced Edition + PE Library: Lump-sum payment
 
$3,750.00
 
Please log in before purchasing a membership
WealthDocs Advanced Edition Only + Practice Essentials Library - Lump-sum payment:

Nonrefundable Initial Fee of $3,750 paid in full, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”) commencing on the first business day of the month following the Effective Date. After the Initial Monthly Membership Term the continuing Monthly Membership Fee will be equal to the thencurrent regular membership rate.
Advanced Edition: Three-Pay, no interest
 
$917.00
 
Please log in before purchasing a membership


Download Application

Member agrees to pay WealthCounsel as follows: 

Nonrefundable Initial Fee of $2,750 paid in three equal monthly payments of $917 each, plus 12 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). The first payment on the Initial Fee and the first installment of the Initial Monthly Membership Term are due and payable with this completed Agreement. We will charge the remaining payments of the Initial Fee in two consecutive months beginning the first month after the Effective Date. We will also begin to automatically charge the monthly installments of the Initial Monthly Membership Term each month, beginning with the first month after the Effective Date. 

After completion of the Initial Monthly Membership Term, the continuing Monthly Membership Fee will be equal to the then-current regular membership rate. Membership is subject at all times to the “Terms and Conditions” of Membership, attached to this Agreement and incorporated by reference. 

Sales Tax Notice: If you reside in any of the following states, sales tax will be assessed on the full amount of Initial Fee and on the first $25 of each Monthly Membership Fee: CO, FL, ID, ME, NV, TX, UT, WA, WI. 

We will charge your debit/credit card in the amount of $1,950 as we process your Membership Agreement
Advanced Edition Only: 24-month amortized payment
 
$487.56
 
Please log in before purchasing a membership
Advanced Edition Only-24-month amortized payment (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 18.2% per annum, plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $487.56 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Advanced Edition Only: 24-month amortized payment
 
$475.00
 
Please log in before purchasing a membership
Advanced Edition Only-24-month amortized payment (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 8.5% per annum (payable in 24 equal payments of $125), plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $475 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.
Advanced Edition + PE Library: 24-month amortized
 
$1,487.56
 
Please log in before purchasing a membership
Advanced Edition Only-24-month amortized payment + Practice Essentials Library (Credit Application required):

Nonrefundable Initial Fee of $2,750 amortized over 24 months plus interest of 18.2% per annum, plus 24 consecutive monthly installments of $350 (the “Initial Monthly Membership Term”). An up-front fee of $1,000 must be paid in full at the beginning of membership for the Practice Essentials Library. It will not be amortized. Member will pay the Initial Fee and the installments of the Initial Monthly Membership Term in 24 consecutive monthly payments of $487.56 commencing on the first business day of the month following the Effective Date. After the initial 24 payments the continuing Monthly Membership Fee will be equal to the then-current regular membership rate.