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Firearms Planning Software

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Products

Estate Planning Software

Interactive templates for drafting basic to complex wills and trusts anywhere, on any device.

Learn More About Wealth Docx®

Trust Administration Software

All of the documents, tools, and resources needed to deliver trust administration services.

Learn More About Wealth Tracx®

Business Law Software

An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle.

Learn More About Business Docx®

Firearms Planning Software

A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning.

Learn More About Gun Docx®

Practice Building & Marketing

The tools and resources needed to help you build and grow your law business.

WC Advantage

Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community

Events

Events Calendar

View all upcoming in-person and virtual events.

Continuing Legal Education

The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements.

Practice Building

Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice.

Local Forums

A place for attorneys to gather virtually and in-person to explore issues relevant to their practice.

Resources

Continuing Legal Education

Practical and insightful, groundbreaking and foundation building—we have a program for every legal professional.

Law Firm Marketing

Propel your marketing efforts, acquire more clients, design and improve your processes, and achieve your goals for the future.

Member Directory

Find a WealthCounsel attorney in your area.

Resource Center

Timely, relevant, and practical articles, videos, and downloads created and curated by leading estate planning and business law practitioners.

Blog

Your resource for trending legal news, marketing and practice building advice, answers to frequently asked questions, and tips and tricks.

Trusts & Estates

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Resource Center

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Trusts & Estates

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Trusts & Estates

The Case for the Independent Trustee

By: James Kalicki, J.D.

I find that once clients see the big picture, they are relieved and even excited to nominate an independent trustee to serve after the second death. The single greatest service we can do for our clients is to keep the family together after the death of the grantors. I encourage everyone reading this to consider recommending independent trustees to their clients when the time comes to administer their estates.

To read more about the case for an independent trustee, please complete the form below to access the full article.

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Trusts & Estates

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This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

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Cryptocurrency and Estate Planning

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.

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