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01/25/2012
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WealthCounsel’s CEO Weighs in on State of the Union Address |
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01/09/2012
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WealthCounsel® and Trusts & Estates® Magazine Announce Findings from the Fifth Annual Industry Trends Survey |
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11/9/2011
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Survey: Eighty Percent of Estate Planning Professionals Believe the Nation’s Economy Will Continue to Suffer Due to Congressional Inaction |
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10/10/2011
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WealthCounsel Launches “Creating Lasting Legacies” Campaign in Conjunction with National Estate Planning Awareness Week |
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9/7/2011
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WealthCounsel® and Trusts & Estates® Magazine Launch Annual Estate Planning Industry Survey |
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8/25/2011
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WealthCounsel Releases WealthDocx® Semiannual Update |
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7/21/2011
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WealthDocx® and ElderDocx® Drafting Systems Move to Cloud-Based Delivery |
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2/8/2011
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WealthCounsel Announces Powerful New Enhancement to the WealthDocx® Estate Planning Software System |
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1/10/2011
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WealthCounsel and Trusts & Estates Magazine Release Findings from the Fourth Annual Industry Trends Survey |
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9/14/2010
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WealthCounsel and Trusts & Estates Magazine Once Again Sponsor Annual Industry Trends Survey |
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8/11/2010
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The 2010 Planning for the Generations Symposium Opens in Chicago With Focus on the Estate Tax |
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7/15/2010
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WealthCounsel’s Live Webcast on Planning for Physicians Draws Over 800 Trusts and Estates Lawyers Throughout the Country |
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1/29/2010
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WealthCounsel™ Partners with Quality Assurance Firm to Enhance Document Drafting Software |
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1/25/2010
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WealthCounsel™ and Trusts & Estates Magazine Release Findings from the Third Annual Industry Trends Survey |
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1/19/2010
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WealthCounsel™ Appoints Thomas J. Ray, Jr. Executive Editor for WealthDocx™ Drafting System |
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1/6/2010
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WealthCounsel™, Earns Highest Quality Rating for the WealthDocx 7™ Estate Planning Drafting Software |
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9/23/2009
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WealthCounsel™ and Trusts & Estates Magazine Jointly Sponsor the Third Annual Industry Trends Survey |
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8/5/2009
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WealthCounsel™ Unveils WealthDocx™ 7 in Chicago |
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7/29/2009
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WealthCounsel™, The Advisors Forum, and ElderCounsel LLC to Host Joint Symposium for Interdisciplinary Professionals in Chicago August 5-7, 2009 |
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4/2/2009
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WealthCounsel™ Previews the Upcoming Release of Its WealthDocx™ 7 Automated Drafting System at the ABA TECHSHOW™ in Chicago |
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4/1/2009
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WealthCounsel™ Reengineers the WealthDocs™ Automated Drafting System Into a Scalable Solution Featuring the Core, Advanced, and Complete Editions |
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1/15/2009
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New Book by WealthCounsel™ Consortium of Estate Planning Attorneys Helps Americans Properly Plan for and Preserve Wealth |
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1/12/2009
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WealthCounsel™ Announces Results of 2008 Industry Survey To Attorneys Attending Estate Planning Conference in Orlando |
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6/12/2008
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WealthCounsel™ Announces Pilot Program to Assist Farmers in Developing Succession Plans for the Transfer and Operation of the Nation’s Working Lands |
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4/23/2008
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WealthCounsel™ Unveils New Website Portal for Estate Planning Attorneys, Financial Professionals, Consumers, and News Media |
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3/13/2008
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WealthCounsel Launches SettlementCounsel™ Estate Settlement Software System at ABA TECHSHOW in Chicago. |
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2/27/2008
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WealthCounsel Launches Estate Tax Survey with $10,000 Cash Award. |
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2/06/2008
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WealthCounsel announced today the appointment of Randy Gardner, J.D., LL.M., MBA, CPA, as director of education. |
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2/05/2008
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ElderCounsel, LLC announces the appointment of Vincent J. Russo, J.D. as Board Chairman and Valerie Peterson as Education Director. |
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1/15/2008 |
WealthCounsel Announces the Results of Groundbreaking Survey of the Estate Planning Industry at Heckerling Conference in Orlando |
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1/7/2008 |
WealthCounsel Principal Thomas J. Ray, Jr., Esq. to Participate in Heckerling Book Signing Event for ABAs Bestselling Charitable Gift Planning Guide |
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1/2/2008 |
WealthCounsel Achieves New Membership Milestone of 1000 Law Firms |
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12/10/2007 |
WealthCounsel Principal William A. Conway, Esq. Appointed to Editorial Advisory Board of Wealth Management Trade Publication |