Corporate Press Releases

• 03/04/2013
  WealthCounsel® Announces Release of the WealthDocx® Semiannual Enhancement
• 01/14/2013
  WealthCounsel® and Trusts & Estates® Magazine Announce Findings from the Sixth Annual Industry Trends Survey
• 12/04/2012
  New Estate Planning eBook by WealthCounsel® Helps Americans Leverage Current Estate Planning Opportunities
• 11/13/2012
  EstatePlanning.com Hosts Webinar for the Public On Year-End Wealth Transfer Opportunities
• 09/29/2012
  Financial Planning Association® and WealthCounsel® Announce Strategic Alliance
  Membership organizations to leverage power of financial planners, attorneys, and CPAs working together to better serve the needs of clients.
• 09/05/2012
  WealthCounsel® and Trusts & Estates® Magazine Launch the Sixth Annual Industry Trends Survey
• 08/09/2012
  WealthCounsel® Announces the Release of WealthDocx® Summer 2012 Enhancement
  Semiannual update includes improvements and additions to several WealthDocx assembly libraries.
• 08/01/2012
  WealthCounsel® Unveils New Brand Identity and Website
  New tagline “Practice Excellence™” represents WealthCounsel’s unique brand promise.
• 07/18/2012
  WealthCounsel® Announces the Winners of the Creating Lasting Legacies Video Competition at the 2012 Planning for the Generations Symposium
• 06/04/2012
  WealthCounsel® Hosts Voting Contest on EstatePlanning.com for the Creating Lasting Legacies Video Competition
• 05/31/2012
  WealthCounsel® Launches New Consumer-Focused Estate Planning Information Portal
• 04/30/2012
  WealthCounsel® Announces the Appointment of Jason E. Havens, J.D., LL.M. as Vice President, General Counsel, and Editor-in-Chief
• 02/16/2012
  WealthCounsel® Announces the Winter 2012 WealthDocx® Enhancement
• 01/25/2012
  WealthCounsel’s CEO Weighs in on State of the Union Address
• 01/09/2012
  WealthCounsel® and Trusts & Estates® Magazine Announce Findings from the Fifth Annual Industry Trends Survey
• 11/9/2011
  Survey: Eighty Percent of Estate Planning Professionals Believe the Nation’s Economy Will Continue to Suffer Due to Congressional Inaction
• 10/10/2011
  WealthCounsel Launches “Creating Lasting Legacies” Campaign in Conjunction with National Estate Planning Awareness Week
• 09/7/2011
  WealthCounsel® and Trusts & Estates® Magazine Launch Annual Estate Planning Industry Survey
• 08/25/2011
  WealthCounsel Releases WealthDocx® Semiannual Update
• 07/21/2011
  WealthDocx® and ElderDocx® Drafting Systems Move to Cloud-Based Delivery
• 02/08/2011
  WealthCounsel Announces Powerful New Enhancement to the WealthDocx® Estate Planning Software System
• 01/10/2011
  WealthCounsel and Trusts & Estates Magazine Release Findings from the Fourth Annual Industry Trends Survey
• 09/14/2010
  WealthCounsel and Trusts & Estates Magazine Once Again Sponsor Annual Industry Trends Survey
• 08/11/2010
  The 2010 Planning for the Generations Symposium Opens in Chicago With Focus on the Estate Tax
• 07/15/2010
  WealthCounsel’s Live Webcast on Planning for Physicians Draws Over 800 Trusts and Estates Lawyers Throughout the Country
• 01/29/2010
  WealthCounsel™ Partners with Quality Assurance Firm to Enhance Document Drafting Software
• 01/25/2010
  WealthCounsel™ and Trusts & Estates Magazine Release Findings from the Third Annual Industry Trends Survey
• 01/19/2010
  WealthCounsel™ Appoints Thomas J. Ray, Jr. Executive Editor for WealthDocx™ Drafting System
• 01/06/2010
  WealthCounsel™, Earns Highest Quality Rating for the WealthDocx 7™ Estate Planning Drafting Software
• 09/23/2009
  WealthCounsel™ and Trusts & Estates Magazine Jointly Sponsor the Third Annual Industry Trends Survey
• 08/05/2009
  WealthCounsel™ Unveils WealthDocx™ 7 in Chicago
• 07/29/2009
  WealthCounsel™, The Advisors Forum, and ElderCounsel LLC to Host Joint Symposium for Interdisciplinary Professionals in Chicago August 5-7, 2009
• 04/02/2009
  WealthCounsel™ Previews the Upcoming Release of Its WealthDocx™ 7 Automated Drafting System at the ABA TECHSHOW™ in Chicago
• 04/01/2009
  WealthCounsel™ Reengineers the WealthDocs™ Automated Drafting System Into a Scalable Solution Featuring the Core, Advanced, and Complete Editions
• 01/15/2009
  New Book by WealthCounsel™ Consortium of Estate Planning Attorneys Helps Americans Properly Plan for and Preserve Wealth
• 01/12/2009
  WealthCounsel™ Announces Results of 2008 Industry Survey To Attorneys Attending Estate Planning Conference in Orlando
• 06/12/2008
  WealthCounsel™ Announces Pilot Program to Assist Farmers in Developing Succession Plans for the Transfer and Operation of the Nation’s Working Lands
• 04/23/2008
  WealthCounsel™ Unveils New Website Portal for Estate Planning Attorneys, Financial Professionals, Consumers, and News Media
• 03/13/2008
  WealthCounsel Launches SettlementCounsel™ Estate Settlement Software System at ABA TECHSHOW in Chicago
• 02/27/2008
  WealthCounsel Launches Estate Tax Survey with $10,000 Cash Award
• 02/06/2008
  WealthCounsel announced today the appointment of Randy Gardner, J.D., LL.M., MBA, CPA, as director of education
• 02/05/2008
  ElderCounsel, LLC announces the appointment of Vincent J. Russo, J.D. as Board Chairman and Valerie Peterson as Education Director
• 01/15/2008
  WealthCounsel Announces the Results of Groundbreaking Survey of the Estate Planning Industry at Heckerling Conference in Orlando
• 01/07/2008
  WealthCounsel Principal Thomas J. Ray, Jr., Esq. to Participate in Heckerling Book Signing Event for ABAs Bestselling Charitable Gift Planning Guide
• 01/02/2008
  WealthCounsel Achieves New Membership Milestone of 1,000 Law Firms
• 12/10/2007
  WealthCounsel Principal William A. Conway, Esq. Appointed to Editorial Advisory Board of Wealth Management Trade Publication
• 10/17/2007
  WealthCounsel, LLC Joins Forces with Four Prominent Elder Law Attorneys to Form ElderCounsel, LLC
• 09/06/2007
  WealthCounsel Experts to Speak at Colorado Estate Planning Symposium
• 06/14/2007
  WealthCounsel, LLC, Celebrates Ten Years of Service to the Nation’s Estate Planning Community During Annual Conference in Washington, DC