Practice Your Way with WealthCounsel

WHY WEALTHCOUNSEL

Designed for You

A WealthCounsel Membership is tailor-made for today's estate planning and elder law attorney. Robust cloud-based drafting and trust administration solutions make working from anywhere a reality, while practice success coaching programs and a vast catalog of on-demand and live continuing education opportunities empower member attorneys to build and maintain a practice that fits them.

Membership Options

WealthCounsel offers many membership options to suit your firm’s needs. To ensure that you have the membership that best aligns with your practice, schedule a demo with a Practice Development Consultant to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm.

	SOFTWARE	EDUCATION	COMMUNITY	SUPPORT	DIRECTORY LISTING	SMART TOOLS
ESSENTIAL	Wealth Docx® Core	Trusts & Estates Planning Practice Building	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	LawY (AI-powered research)
TRUSTS & ESTATES PROFESSIONAL	Wealth Docx® Complete Business Docx® Wealth Tracx® Gun Docx®	Essential Education + Trust Administration Business Law Firearms Planning	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
ELDER LAW PROFESSIONAL	Wealth Docx® Core Elder Docx™	Essential Education + Trust Administration Elder Law	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
ELITE	Wealth Docx® Complete Elder Docx™ Business Docx® Wealth Tracx® Gun Docx®	Essential Education + Trusts & Estates Professional Education + Elder Law Professional Education	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
WealthCounsel + LEAP	Wealth Docx® Complete Elder Docx™ Business Docx® Wealth Tracx® Gun Docx® LEAP Practice Management*	Essential Education + Trusts & Estates Professional Education + Elder Law Professional Education + Elite Education	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	LEAP Practice Management Solution LEAP’s all-in-one solution helps you run your practice more efficiently and effectively. Learn more below.

LEAP Practice Management Solution

WealthCounsel-LEAP integration with 2-way contact sync
Case management – manage your cases, contacts, correspondence, and documents
Billing & online payments – generate invoices and enable your clients to pay online via credit card
Secure document sharing – share and collaborate on confidential files with clients and colleagues
Automated probate court forms – including petitions, inventories, and notices
Access to integrated deed preparation and recording services - covering every state in the US
Client Connect – automate your client intake process
InfoSign – send documents for e-signing directly from LEAP
Legal AI tools including LawY (legal research) and Matter AI (summarize estate plans, produce flowcharts, draft documents, and more)

SECURE CLOUD-BASED SOFTWARE

Draft with peace of mind knowing that we use the latest industry-leading standards to securely store your files in the cloud so you can access them wherever and whenever you need them.

COMPATIBILITY & VERSATILITY

With built-in compatibility, you can draft how you want (on Mac or PC) on whatever device works best for you (computer, tablet, or phone).

CUSTOMER SUPPORT & TRAINING

Get personalized assistance from our dedicated Member Services team as well as unlimited support anytime from our Software Support team.

GROUP SUPPORT & NETWORKING

Join a nationwide network of like-minded professionals to ask questions, share 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 Marketing Source™ subscription.

ON-DEMAND & LIVE CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.

WealthCounsel Products at a Glance

ESTATE PLANNING SOFTWARE

Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools.

ELDER LAW SOFTWARE

Elder Docx helps you generate a wide array of elder law, special needs planning, and Veterans pension planning documents.

TRUST ADMINISTRATION SOFTWARE

As an all-in-one solution, Wealth Tracx offers 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 LAW SOFTWARE

Business Docx provides interactive interviews for drafting documents for business formation, exit planning, business succession, operational matters, and client communications.

FIREARMS PLANNING SOFTWARE

Through dynamic interviews, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for both conventional and NFA firearms planning.

PRACTICE BUILDING & MARKETING

WealthCounsel works with our members to build and grow their practices. From a complimentary one-on-one coaching session and monthly webinars to top-notch coaching and educational programs for you and your staff, we have the tools and expertise to help you achieve your goals. WealthCounsel also offers a content subscription providing turnkey marketing packages filled with time saving, expertly developed and researched content ready for you to implement across all of your channels.

Pricing

Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.

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