Build Your Practice
WealthCounsel is a membership organization of thousands of attorneys who are committed to a client-centric approach to estate and business 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 and business 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 estate or business planning 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.
Building your practice includes employing software that streamlines and automates the drafting process, freeing you to concentrate on clients. Our drafting software packages are a key component in our formula for practice-building success. View demos of our flagship drafting software, WealthDocx, and our newest drafting system, BusinessDocx.
The Five Criteria for Practice Excellence™
WealthCounsel's document drafting technologies enable attorneys to create the highest quality, custom-tailored legal documents in a fraction of the time. We combine our dedication to proven and compelling legal strategies with a commitment to make complicated documents understandable—by the client and by other professionals.Learn More
Since 1997, WealthCounsel has fostered a vibrant community of like-minded professionals. The WealthCounsel member community represents an immense base of collective wisdom. As a member, you no longer have to practice in a vacuum. Instead, you become part of a truly collegial community of professionals who are committed to the highest standard of practice excellence and who consistently support and counsel each other.Learn More
WealthCounsel provides the tools you need to consistently and effectively grow your practice. Through The Advisors Forum, you will join a collaborative network of accountants, CPAs, financial planners, insurance professionals, attorneys, and professional fiduciaries committed to working together more productively while learning how to serve clients more effectively.Learn More
In delivering on our mission to WealthCounsel members, we believe that education must not only be substantive and compelling, it should be actionable. WealthCounsel educators have a knack for presenting complex topics in understandable ways, and, when possible, our courses highlight drafting solutions to address legal strategies.Learn More
WealthCounsel is a professional practice development company that is comprised of professionals that serve professionals. Empowered and motivated to help our members make a difference in the lives of their clients, we understand that when support is needed, we are here to help.Learn More