About Us

For more than ten years, WealthCounsel has been helping estate planning attorneys build and sustain successful practices. As a membership-based organization featuring a collaborative network of more than 1,600 practitioners throughout all fifty states, WealthCounsel commands a unique position in the marketplace. We offer attorneys a total practice solution that empowers them with the document drafting software, knowledge and confidence to build and sustain a highly-sophisticated estate planning practice. Membership in WealthCounsel represents a commitment to a client-centric approach to estate planning founded on the principles of competence, collaboration, and a meaningful sense of professional community.

WealthCounsel is clearly one of the industry’s top leaders and has been widely recognized for the quality of its WealthDocs estate planning document drafting system. According to a recent product review published in the November-December 2007 issue of the ABA Probate & Property magazine, "WealthDocs includes more ‘practice systems’ than most other drafting systems." The writer goes on to state that "A Wealth Counsel membership includes more than the WealthDocs drafting system. It also includes an extensive discussion list with 1,800 participants (also free to nonmembers), continuing education, and an impressive knowledge base."

In short, our core mission is to deliver an integrated set of practice solutions that provide bottom-line results to our members.

At WealthCounsel, we believe that what others say about us – such as in the article mentioned above – carries more impact and validity than what we could possibly say about ourselves. While we invite you to learn more about who we are by viewing Company History, The Principals, Management Team, and Staff, we believe one of the most effective ways to communicate who we are and what we do, is to tell our story through the lens of those whose lives we have touched.