You could say that WealthCounsel was started by friends
In 1997, a close-knit group of nine estate planning attorneys joined together with ambitions to educate estate planners and guide the planning process. The group quickly identified a gap in the market–the lack of an advanced automated drafting system–and Wealth Docx was born.
Today, WealthCounsel offers a robust suite of products and services for over 4,000 attorney members nationwide. But our founders could have never foreseen the deep sense of community and family our members would feel. This culture of sharing and inclusiveness is unique to WealthCounsel, and it brings a sense of pride to us all.
Our vision for the future is steadfast. With the help of our members, we’ll continue to develop the tools and technologies that ambitious practices can use with confidence. We’ll develop educational programs that adapt to the demands of an ever-changing legal marketplace. And we’ll continue to champion our member attorneys’ personal and professional success by growing our community and helping it thrive.
The WealthCounsel Team
Our Promise to You
- We will help you “do well” by helping your clients “do good.”
- We will innovate by listening and working toward excellence.
- We will foster a culture of inclusiveness.
- We will provide skills, knowledge and confidence.
- We will focus on the actionable, rather than the theoretical.
- We will keep members current with an eye toward the future.
We’re here for you
WealthCounsel’s management team and organizational structure are designed to serve our attorney members with professionalism and expertise. We employ highly skilled, hard-working individuals who dedicate themselves to giving you the highest quality membership experience.