|Click Play to Watch an Overview|
Questions? Email: email@example.com
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.
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 WealthDocx drafting information.
The following states currently have a state specific listserv: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Louisiana, Massachusetts, Michigan, Missouri, New England, Nevada, New Jersey, New York, North Carolina, Northwest, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin.
The following regions currently have a specific listserv: Mid-Atlantic (VA, MD, DE, PA, NJ, & DC), Northern New England (ME, NH, VT)
Faith-Based - WealthCounsel Faith-Based Listserv: open to attorneys and non-attorneys to exchange information related to faith and religion
ElderLaw - ElderCounsel Listserv: focused on issues related to the elderly population.
- Listserv - WealthCounsel Listserv: open to estate planning professionals (attorneys and non-attorneys) to exchange information related to Estate Planning.
Don’t neglect your independent research skills
The WealthCounsel listservs have always been a convenient means of communication among our membership on a wide spectrum of estate planning issues. Members who are new to estate planning (which we all have been at some point) can tap into the deep well of knowledge and expertise of our more experienced members. In order for all members to get the very most from the listservs and to avoid rehashing certain issues that have either been discussed at length or which can be quickly resolved with minimal research, try the following before you post a query to the listservs:
- Take advantage of the resources you already have at your fingertips. The “Resources” folder within WealthDocx and the Members’ Knowledge Base both contain extensive substantive materials used as EP-series course materials and other valuable tools prepared by our members (available to members only);
- Take advantage of incredibly robust research tools on the Internet. Some tools like Leimberg Information Services, Inc’s LISI Newsletters Archives are available to our members and others, such as LegalBitStream are free to the public (available to members only);
- Once you determine that the issue is not one you can resolve quickly with a little independent research, go ahead and post your query to the listservs. When you do so, do not post the same email to multiple listservs. Identify the most appropriate listserv and post there only.
Don’t use an “Out of Office” auto reply when you travel
- If you’re going to be away for a few days and don’t want your inbox to be flooded, contact firstname.lastname@example.org and ask to be temporarily removed from the listservs. (We promise you can get back on when you return.) If you don’t want to do that, at least spare your fellow listserv participants from receiving an “Out of Office” auto reply message while you’re away. Few things draw the ire of your colleagues as an automated response. (Yes, they will talk about you.)
Don’t Request Email Read Receipts, Delivery/Open Confirmations, etc.
- Similar to the “Out of Office” reply, sometimes it’s nice to know whether or not an email message has been read by the recipient. However, requiring a “Read Receipt,” “Delivery Confirmation,” “Open Confirmation,” or any other setting that generates an automatic response from the recipient causes a great deal of clutter on the listservs (and again, people will talk). Make sure your email is configured in such a way as to prevent these types of automated responses.
Don't start a new thread by responding to an older unrelated thread
- If you wish to change the topic of a thread please do not reply to a different thread without changing the subject line.
Post only what you want to share
- One of the most valuable functions of the listserv is that participants will so openly share forms, notes, schematics, and other valuable files with each other. In order to preserve an archive of these resources, WealthCounsel reserves the right to review any attachment posted to any WealthCounsel listserv, and if appropriate, to add the attached file to our members’ Knowledge Base. We may (or may not) edit the submission for form and basic content before posting the file to the Knowledge Base. When possible, we will acknowledge and give credit to the original contributor and/or author of the attached file, and we may use the attached file in any way we deem appropriate for the mutual use and benefit of WealthCounsel members. However, if the posted material is subject to a copyright held by someone other than the person who posts the file to the listserv, we will not post the materials without the prior consent of the copyright holder.
If you have something to sell, the WealthCounsel MarketPlace is for you
- If you have some great ideas on how members can improve their practices, serve clients better, have a better life, etc. and you want to share that information and those resources with others and with no strings attached, by all means, please share. However, if you want to charge for that information, or if you are providing that information in order to sell some other product or service, please contact email@example.com and learn about advertising on the WealthCounsel Marketplace.
Offensive comments, jokes, political or religious commentary, and any other information that is not relevant to the law
- Please refrain from posting any type of information that constitutes an offensive comment, joke, political or religious commentary, or any other information that is not relevant to the law (or at least arguably relevant to estate planning generally).
Basic email rules you should already know
- Don’t assume that your fellow listserv participants know who you are. Make sure that ALL emails you post to a listserv contain a full identifying signature (name, title, mailing address, and email address) at the bottom.
- TYPING IN ALL CAPS AND WITH REALLY POOR GRAMMATICAL USE AND RUN-ON SENTENCES AND FRAGMENTS is equivalent to yelling and makes for distracting reading. Use traditional capitalization, punctuation, and grammar when possible.
- Don’t use active “emoticons” or animated graphics in signatures and avoid including ActiveX controls or Java applets in emails posted to any WealthCounsel listserv. Similarly, refrain from using signatures containing embedded solicitations, links to “get free emoticons” and similar matters.
- When replying to emails that are not of general interest (such as requests for attorney references, co-counsel opportunities, “thanks for the information,” etc.), direct your reply off-list only to the person who posted the message, rather than posting a general reply to the listserv.
Thank you for your cooperation, and for your participation in WealthCounsel’s online community.
- The WealthCounsel listservs have always been a convenient means of communication among our membership on a wide spectrum of estate planning issues. Members who are new to estate planning (which we all have been at some point) can tap into the deep well of knowledge and expertise of our more experienced members. In order for all members to get the very most from the listservs and to avoid rehashing certain issues that have either been discussed at length or which can be quickly resolved with minimal research, try the following before you post a query to the listservs:
How to Access the Archives?
The Listserv archives are a WealthCounsel member benefit. If you are a WealthCounsel member, select the Listserv Archives link under the Listservs navigational category.
How to Post a Message?
To post a message, email the Listserv group from the email account you subscribed with. For example, to post to the public WealthCounsel Listserv, send an email to firstname.lastname@example.org.
How to Update Your Listserv Email Address or Modify Your Subscription?
Contact email@example.com. Provide us with your old email address, new email address, and groups you are subscribed to.