Membership Benefits
Benefits Available for WealthCounsel Members
WealthDocs Practice Systems
Today's estate planning practitioners need every advanced tool they can find. With WealthDocs, you'll have everything you need in one comprehensive package:
- 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.
- And best of all, once you buy WealthDocs, you own it after the first year. You can continue to receive updates and additions for a monthly fee of $425.
Leimberg Information Services Inc. Newsletters
The Newest Benefit for WealthCounsel Members - Access to LISI Newsletters & Archives
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.
Educational Seminars and Events
Whether you're relatively new to estate planning or a long-time practitioner, WealthCounsel has educational offerings to meet your needs.
Participate in WealthCounsel's Estate Planning Curriculum, a complete set of workshops on estate planning. The curriculum includes planning and drafting with revocable living trusts, irrevocable trusts, charitable planning, family limited partnerships as well as practice building and management.
Practice Management
Practice With Purpose: A series of practice management and building programs moving us through this year and into the next. 2005 will bring a web-based training ground for associates and staff. With the introduction of Practice with Purpose to the services WealthCounsel provides its members, we have balanced the scales between technical skills and practical business acumen.
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.
The WealthCounsel 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
Membership Questions | Schedule a Demo | call 888-659-4069, ext. 819