Listserv Descriptions

 

Below is a description of each list. You will receive the corresponding email address for the listserv after you subscribe.

You must subscribe before you can post to a list.  See Listserv Subscription  instructions below.

Public Listservs

  • Listserv - WealthCounsel Listserv: open to estate planning professionals (attorneys and non-attorneys) to exchange information related to Estate Planning.

  • Technology - WealthCounsel Technology Listserv: open to attorneys and non-attorneys to exchange information related to technology.

  • State Specific - Created for State user's groups to exchange estate planning and WealthDocs drafting information.
    The following states currently have a state specific listserv: Arizona, California, Colorado, Florida, Illinois, Massachusetts, New Jersey, New York, Ohio, Oregon, Texas, Washington, Wisconsin.

  • ElderLaw - ElderCounsel Listserv: focused on issues related to the elderly population.

Subscription Instructions

To subscribe to a WealthCounsel Listserv, you must have a profile on the WealthCounsel website.

If You Don't Have a Profile:

Click here to create a profile.  After your profile is created, follow the instructions below.

If You Already Have a Profile:

Send an email to support@wealthcounsel.com and request your Listserv subscriptions.  Be sure to provide the following information:

  1. Your WealthCounsel login email address;
  2. The email address you want to use for your subscriptions;
  3. The Listservs you want to subscribe to; and
  4. Your contact information.

We will verify your information and send you a confirming email.

Thank you for your interest in WealthCounsel Listservs!