• A complete document creation system for Wills, Revocable Living Trusts, Irrevocable Trusts, Charitable Remainder Trusts, Family Limited Partnerships, Grantor Retained Trusts, Special Needs Trusts, Family Limited Liability Companies and Funding and Asset Transfers (WDATS) — all for one competitive price.
• Ancillary and supporting documents to help you manage every aspect of your practice.
• Legal technical support for drafting WealthDocs plans.
• Fast-response WealthDocs technical support, frequent WealthDocs updates to reflect new laws, and enhancements to keep your WealthDocs Practice Systems and documents up to date.

WealthCounsel members share a commitment to collegiality facilitated by attendance at our annual estate planning conference, daily participation on listservs, and co-counsel opportunities. While access to this extraordinary resource is valuable to estate planning attorneys in firms of any size, it is of particular value to solo practitioners and small firms.

This unique element of the WealthCounsel business model enables members to:

• Develop a sense of confidence that comes with belonging to a group of similar practitioners.
• Brainstorm with other practitioners who can help in client problem-solving.
• Increase fee revenue by expanding areas of practice expertise
• Provide clients who may have family members in other regions of the country with referrals of other WealthCounsel attorneys, or help clients who plan to move identify a practitioner in their new community.

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Listservs

Need an expert opinion on a tricky area of estate planning law? You can quickly get the feedback of your colleagues in the estate planning profession on the WealthCounsel listserv — an opportunity to share legal and technical advice from the convenience of your desktop.

Leimberg Information Services Inc. Newsletters

Your membership includes access to LISI (Leimberg Information Services Inc.) frequent newsletters that provide fast, frank, and incisive analysis of proposed and recent legislation, cases and rulings. Additionally, LISI gives you access to the hundreds of cases, rulings and legislation already reported on - and a database of all future postings. Other benefits include powerful Retirement and Roth IRA calculators, a ten-year archive of the monthly FaxNet data service, and Section 7520 and other important rate information.

Knowledge Base

Members can access a wealth of information to help you add sophistication to your law practice. Included in the Knowledge Base are:

• Unique provisions such as incentive clauses, pet trusts, Miller trusts, and charitable trusts
• State-specific documents
• Marketing presentations and PowerPoint slides
• Extensive marketing, referral, and client management tips and tools.

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WealthCounsel provides highly responsive legal technical and software support accessible via toll-free telephone or e-mail from 8:00 a.m. to 6:00 p.m. Central Time.

Plus, our support team provides one-stop support for all of the applications used in WealthDocs™. We will never shuffle you off to another company to provide support for an application that is a component of WealthDocs™

Many legal document drafting software companies give you just a few hours of free training per month. If you or your staff would like more training (so you can earn a more rapid return on your software investment), you are asked to pay for "premium services". In other words, they want you to pay more money to learn how to use the software for which you are already paying them!

WealthCounsel® takes a completely different approach to software implementation and training. We provide comprehensive software training CDs that give you and your staff the flexibility to learn how to use WealthDocs™ based upon the constraints of your own schedules. Plus, our highly responsive software support team is always ready to answer your How do I __________? questions.

To learn more about the Benefits Available for WealthCounsel Members, click here.

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