Corporate Press Releases

 

 

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

9/7/2011

WealthCounsel® and Trusts & Estates® Magazine Launch Annual Estate Planning Industry Survey

8/25/2011

WealthCounsel Releases WealthDocx® Semiannual Update

7/21/2011

WealthDocx® and ElderDocx® Drafting Systems Move to Cloud-Based Delivery

2/8/2011

WealthCounsel Announces Powerful New Enhancement to the WealthDocx® Estate Planning Software System

1/10/2011

WealthCounsel and Trusts & Estates Magazine Release Findings from the Fourth Annual Industry Trends Survey

9/14/2010

WealthCounsel and Trusts & Estates Magazine Once Again Sponsor Annual Industry Trends Survey

8/11/2010

The 2010 Planning for the Generations Symposium Opens in Chicago With Focus on the Estate Tax

7/15/2010

WealthCounsel’s Live Webcast on Planning for Physicians Draws Over 800 Trusts and Estates Lawyers Throughout the Country

1/29/2010

WealthCounsel™ Partners with Quality Assurance Firm to Enhance Document Drafting Software

1/25/2010

WealthCounsel™ and Trusts & Estates Magazine Release Findings from the Third Annual Industry Trends Survey

1/19/2010

WealthCounsel™ Appoints Thomas J. Ray, Jr. Executive Editor for WealthDocx™ Drafting System

1/6/2010

WealthCounsel™, Earns Highest Quality Rating for the WealthDocx 7™ Estate Planning Drafting Software

9/23/2009

WealthCounsel™ and Trusts & Estates Magazine Jointly Sponsor the Third Annual Industry Trends Survey

8/5/2009

WealthCounsel™ Unveils WealthDocx™ 7 in Chicago

7/29/2009

WealthCounsel™, The Advisors Forum, and ElderCounsel LLC to Host Joint Symposium for Interdisciplinary Professionals in Chicago August 5-7, 2009

4/2/2009

WealthCounsel™ Previews the Upcoming Release of Its WealthDocx™ 7 Automated Drafting System at the ABA TECHSHOW™ in Chicago

4/1/2009

WealthCounsel™ Reengineers the WealthDocs™ Automated Drafting System Into a Scalable Solution Featuring the Core, Advanced, and Complete Editions

1/15/2009

New Book by WealthCounsel™ Consortium of Estate Planning Attorneys Helps Americans Properly Plan for and Preserve Wealth

1/12/2009

WealthCounsel™ Announces Results of 2008 Industry Survey To Attorneys Attending Estate Planning Conference in Orlando

6/12/2008

WealthCounsel™ Announces Pilot Program to Assist Farmers in Developing Succession Plans for the Transfer and Operation of the Nation’s Working Lands

4/23/2008

WealthCounsel™ Unveils New Website Portal for Estate Planning Attorneys, Financial Professionals, Consumers, and News Media

3/13/2008

WealthCounsel Launches SettlementCounsel™ Estate Settlement Software System at ABA TECHSHOW in Chicago.

2/27/2008

WealthCounsel Launches Estate Tax Survey with $10,000 Cash Award.

2/06/2008

WealthCounsel announced today the appointment of Randy Gardner, J.D., LL.M., MBA, CPA, as director of education.

2/05/2008

ElderCounsel, LLC announces the appointment of Vincent J. Russo, J.D. as Board Chairman and Valerie Peterson as Education Director.
1/15/2008 WealthCounsel Announces the Results of Groundbreaking Survey of the Estate Planning Industry at Heckerling Conference in Orlando
1/7/2008 WealthCounsel Principal Thomas J. Ray, Jr., Esq. to Participate in Heckerling Book Signing Event for ABAs Bestselling Charitable Gift Planning Guide
1/2/2008 WealthCounsel Achieves New Membership Milestone of 1000 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
9/6/2007 WealthCounsel Experts to Speak at Colorado Estate Planning Symposium
6/14/2007 WealthCounsel, LLC, Celebrates Ten Years of Service to the Nation’s Estate Planning Community During Annual Conference in Washington, DC