Estate Planning Software and CLE for Attorneys

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Learn why estate planning attorneys in all 50 states prefer our estate planning software system to improve drafting efficiency and increase profitability. View a WealthDocx Demo.

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Imagine the sense of confidence professional advisors feel when they refer valued clients to an attorney who believes, as they do, in the interdisciplinary team approach to estate planning.

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Rest assured that your revocable living trust and other estate planning documents are in good hands with a WealthCounsel member. You alone should be the arbiter of your legacy, not the IRS or probate courts.

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Journalists have a duty to seek the truth and report it. Join us in building awareness regarding the need for all Americans of all income brackets to protect their hard-earned assets with a proper estate plan.

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WealthDocx® Document Drafting System
Collaborative network of more than 2,500
Relevant Drafting-Based Education
Listservs | Practice-Building Resources
Free Software Support & Tech Training

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As the creator of the WealthDocx® automated drafting system, WealthCounsel helps estate planning attorneys transform their practices through greater drafting efficiency and increased profitability. When combined with WealthCounsel’s relevant education curriculum and practice-building resources, the WealthDocx estate planning software enables attorneys to practice with unparalleled accuracy, mastery and efficiency.

Since 1997, WealthCounsel has grown to a collegial membership body of more than 2,500 estate planning attorneys and is recognized as an industry thought leader. Membership in WealthCounsel is one of the wisest investments an attorney can make toward their future success as an estate planning practitioner. Join today.

Whether you are an attorney seeking to increase your knowledge and efficiency, a financial professional interested in establishing a referral relationship with a competent attorney, or a consumer needing a local attorney to draft a will, revocable living trust or a complete estate plan, WealthCounsel is here to help you achieve your objective. We are committed to earning your trust as the preferred resource for information and expertise in the field of estate planning. Contact us today.