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A new software solution from the WealthCounsel Practice Management Library for Estate Planning Professionals.

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Corporate Press Releases

 

 

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

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