Membership

We Offer a Total Estate Planning Practice Solution

If you are like the members of WealthCounsel, you have a client-centric approach to estate planning. You are seeking ways to: produce quality legal documents in less time, increase your areas of expertise, expand your client base, and boost your level of competence and confidence. You have reached a point where you are ready to invest in your future, and WealthCounsel stands ready to invest our resources in you. 

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Do you have an Existing Estate Planning Practice?

Perhaps you are seeking a document assembly system that will enable you to more readily and accurately create legal documents in order to serve a greater number of clients and increase revenues. And as a solo or small firm practitioner , you feel you could benefit from being a member of an organization where there are over 1600 colleagues to provide or receive from you mentoring and co-counseling support as the need arises. You may also need practice building resources to learn how to better manage the business side of your practice, and how to grow your client base.

Are You Merging Your Estate Planning Practice with Another Firm?

Or, you may be in the midst of merging your existing practice with another estate planning firm. Your team requires a common platform that will facilitate the standardization of processes through which all the members of your firm can benefit. At a minimum, your team seeks the operational efficiencies that come with an automated, open architecture, legal document drafting system, and one source to provide your team’s continuing legal education requirements.

Are you Transitioning from Another Practice Focus or are New to Estate Planning?

Perhaps you are an attorney leaving another field of practice or are new to the estate planning field and have decided to transition your expertise into estate planning. You not only require a document drafting system that can assist you in accurately producing trusts, wills, invoices, agreement letters, funding documents and so forth, but you also need a source for acquiring the relevant legal knowledge necessary to competently and confidently advise your clients on an estate plan suited to their specific objectives.