The WealthCounsel Advantage

Why WealthCounsel

More Than a Subscription

A WealthCounsel membership is more than just gaining access to the latest legal drafting software — it means having unlimited customer support, educational resources, and the professional training you need to build a thriving practice.
Secure cloud-based software
Draft efficiently, accurately, and competently with any of our estate planning, business planning, or trust administration solutions.
On-demand & live CLE
Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.
Training & customer support
Get personalized assistance from your dedicated Member Success Specialist and unlimited support from our Member Services and Software Support teams.
Attorney community
Join a nationwide community of like-minded professionals to collaborate, share knowledge and drafting resources, and refer business.
Law firm marketing
Build and grow your practice with practice building webinars and articles, and get monthly marketing content with a Practice Development subscription.

Imagine thousands of experienced attorneys in your office helping you draft your documents. That is the kind of bench strength you get when you are a WealthCounsel member.


The pricing for our software is based on the size of your firm and the nature of your practice. Accordingly, we encourage a personal conversation to ensure that what you purchase aligns with your firm’s needs. The best way to get exact pricing appropriate for your firm is to schedule a call with a Practice Development Consultant to discuss your goals and needs, walk through the software, and explore how a WealthCounsel Membership can benefit your practice. Contact us to schedule a demo.

WealthCounsel Articles

Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning

This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides ...

Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age

This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need ...

Trusts & Estates

2023 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the ...

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