The WealthCounsel Advantage
SECURE CLOUD-BASED SOFTWARE
COMPLIMENTARY ON-DEMAND AND LIVE CLE
CUSTOMER SUPPORT AND TRAINING
Law Firm Marketing
Secure Cloud-Based Software
WealthCounsel provides superior online document drafting software for estate planning and business law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access your files in real time to collaborate anytime, anywhere.
Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents for basic and sophisticated plans using dynamic guided questions, scenarios, and customization tools.
As a comprehensive solution, Wealth Tracx provides all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services to your clients, including asset tracking, reports, ledgers, and task management.
Business Docx provides interactive questions to draft documents for business formation, operations, exit planning, business succession, and client communications.
Through guided questions, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for conventional and National Firearms Act firearms planning.
“To me, WealthCounsel isn’t just about the drafting platform, though that’s excellent. The best part is the people I come in contact with—the ability to interact with other attorneys, ask questions, and collaborate.”
- MATT WARREN, JD - MEMBER SINCE 2013
“As a transitioning attorney, I had two very ambitious goals—to get up to speed in the legal technical field and to get my practice developed and profitable quickly. My WealthCounsel membership helped me accomplish both goals!”
- NATALIA KABBE, JD - MEMBER SINCE 2007
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