Business Planning Attorney

WealthCounsel allows me to focus on my clients' businesses in greater detail.

"As an estate and business planning attorney, I am always looking for ways to better serve my clients, create a great working environment for myself and my staff and have a profitable practice. WealthCounsel has assisted me in these three areas more than I ever imagined when I first joined."

- Paul Bernstein, J.D. | Salem, MA

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Business Planning Attorneys

In today’s uncertain economic climate, WealthCounsel believes that business planning attorneys must stand out in the eyes of clients, prospects and other successful professionals, as they successfully navigate the ever-increasing complexities of today’s laws and regulations. WealthCounsel is the only professional practice development organization equipped to deliver a complete system of tools and professional resources proven to help attorneys and other wealth planning professionals build more profitable and rewarding practices.

WealthCounsel equips our members to unlock new opportunities to grow their practices, increase efficiency and profitability, and serve clients more effectively and more completely.
 

Software and technology solutions

WealthCounsel’s document drafting technologies enable business planning 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.

The bottom line – you’ll not only save countless hours drafting legal documents, but you will serve clients more consistently and more completely.

 

Community

Since 1997, WealthCounsel has fostered a vibrant community of likeminded 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 a 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.

 

Marketing and collaboration

WealthCounsel offers a well-rounded system that helps you consistently generate new client business with other wealth planning professionals. This proven system helps you provide consistent value to other professionals, foster effective referral relationships, grow your practice, serve clients more effectively, and enhance the bottom line for your practice. 

 

Continuing education and knowledge that’s relevant to you

Legal education can be a bore. Too complex? Too basic? Interesting but not applicable?
 
WealthCounsel takes a different approach to education. We combine relevant, substantive education with practical application. Many of our courses include specific references to drafting solutions to connect the dots between legal concepts and actual implementation.
 
WealthCounsel provides many education options including online courses, webinars, teleconferences, member-led forums, and comprehensive multi-day conferences. Beyond satisfying annual CLE requirements, we believe that all professionals must continue to improve their knowledge and skills to serve clients more effectively and make their practice more rewarding. Our focus is to make your education actionable.

 

Personalized member support

WealthCounsel is a Professional Practice Development Company comprised of professionals who serve professionals. Our Practice Facilitators and support team members are motivated to help our members make a difference in the lives of their clients and take full advantage of what membership in WealthCounsel is all about.

WealthCounsel equips you to practice excellence. As a member, you will have the tools to build your practice, serve clients more efficiently and effectively, and thrive in a community of professionals who are committed to the highest standard in practice.  

 

To preview how we can partner with you and contribute to your success, contact a Membership Consultant or call us at 888-659-4069, ext. 819.