Membership

  

 

The Total Estate Planning Practice Solution

 

Frederic Burr Testimonial"I'm a new member but my investment in WealthCounsel has already paid for itself with a client from my online profile! Thank you, WealthCounsel."
-Frederic Burr, Louisville, KY

 

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. 

Learn More About the Benefits and Contact a Consultant

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. As a solo or small firm practitioner, perhaps you could benefit from mentoring and co-counseling others, or perhaps you would like to pick the minds of practitioners who've already been in your position before. With more than 2,000 attorneys to talk to, WealthCounsel's community is the support you need. 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?

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?

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.

 

Why wait? Join today at 888-659-4069, Ext. 819
Click here to learn more and contact a consultant.