Who is WealthCounsel?
WealthCounsel is a membership community of more than 2,500 professionals who are leading their estate planning practices to new levels of excellence-and supporting each other’s success along the way. Established by a group of estate planning attorneys with a passion for client service, only WealthCounsel brings together everything it takes to build a thriving practice today: The most active, highest-profile professional community. The leading technology. The most powerful marketing resources. And the gold standard in continuing education.
What does it mean to be a member?
WealthCounsel offers our members the rare freedom to create a more rewarding professional life in every way. Build the estate planning practice you want for yourself and your clients-and keep growing as your practice and profession evolve.
Excel in both sides of your practice. It takes more than a law degree to succeed in estate planning. WealthCounsel brings you the tools, resources and support to excel at every aspect of law practice management—including both the legal and business sides.
Free up more time to focus on what matters most: your clients. WealthCounsel is built on deep understanding and respect for your client relationships. Spend less time on administrative functions; more time putting your clients first and building relationships that last.
Belong to an esteemed community of professionals who support each other’s success. For more than 17 years, a growing community of estate planning attorneys has joined WealthCounsel for a simple reason: It works. You’ll belong to a collegial network of estate planning experts who share lessons learned and actively support each other’s success.
WealthCounsel membership elevates your practice’s value and visibility through a total practice solution that includes:
Boost the productivity and polish of drafting documents with WealthDocx, the nation’s leading estate planning software.
Be part of our profession’s premiere symposium on estate planning-a unique forum that brings you together with national experts and fellow members.
Use practical, proven business development strategies and tools to grow your practice without adding more hours to your day.
Gain new insights and knowledge you can put into practice now from the leading luminaries in the world of trust estate planning-practice advice from proven professionals, articles and white papers on timely topics, and the best in live and online educational resources.
Tap into the collective wisdom of fellow members-thousands of estate planning professionals across 50 states who value the power of sharing knowledge.
Surveys & Reports
Stay on top of the latest topics, trends and regulations. We’ll help you take advantage of emerging opportunities to grow your practice and deliver solutions to your clients with confidence.