Attorneys on Staff
Attorneys on Staff at WealthCounsel
At WealthCounsel, our team of experienced attorneys is not just part of the development process—we are the driving force behind it. The software we provide is designed and developed by attorneys who’ve been in your shoes.
For over 25 years, we have been working hard for you to be able to streamline your workflow, enhance client service, and grow your practice. From drafting complex estate plans to managing trusts, WealthCounsel is the trusted partner for attorneys looking to bring efficiency, accuracy, and confidence to their legal work.
What Sets Us Apart?
Attorneys on Staff
Since our founding, WealthCounsel has had attorneys on staff guiding the development of our software, continuing legal education, and other resources.
Years of Service
WealthCounsel currently has attorneys on staff with almost 300 years of combined experience in estate planning and elder law. We’ve had attorneys on staff full-time for over 25 years.
Practice Areas
With staff attorneys who have experience in trusts and estates, elder law, medicaid planning, veterans planning, special needs planning, probate, and trust administration, we intimately understand the unique challenges that many legal practitioners face.
Attorneys on Staff
CEO, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax and Income Tax Planning
Chief Operating Officer, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Adult Guardianship
Chief Legal Content Officer, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Elder Law, Medicaid Planning, Veterans Benefits Planning
VP of Learning & Practice Success, WealthCounsel
Practice Areas: Estate Planning, Elder Law, Probate, Trust Administration
Director of Learning Operations, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration
Legal Editor & ScrumMaster, WealthCounsel
Practice Area: Trademark Law
Legal Editing Manager, WealthCounsel
Practice Area: Real Estate Law
Editor in Chief, Trusts & Estates, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning
Editor in Chief, Elder Law, WealthCounsel
Practice Areas: Estate Planning, Elder Law, Special Needs Law, Veterans Benefits Law, Tax Litigation, Bankruptcy, Criminal Law, Privacy Law
Editor in Chief, Business Law, WealthCounsel
Practice Areas: Business Law, Real Estate Law, Intellectual Property
Senior Editor, Trusts & Estates, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning
Manager of Trust & Estates Education, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Complex Litigation
Practice Success Mentor, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration, Elder Law, Special Needs Planning, Medicaid Planning, Adult Guardianship
Estate Planning Practice Coach, WealthCounsel
Practice Areas: Estate Planning, Probate, Trust Administration
Legal Content Manager, WealthCounsel
Practice Area: Business Law
Learning Faculty, Elder Law & Estate Planning, WealthCounsel
Practice Areas: Elder Law, Medicaid Planning, Veterans Benefits, Special Needs, Estate Recovery, Administrative Law and Appellate Litigation
For Attorneys, By Attorneys
Discover how WealthCounsel can enhance your practice by integrating advanced technology with legal expertise. Our best-in-class automated drafting software streamlines workflows, allowing you to create precise and reliable documents efficiently. Access valuable educational resources to build your practice and connect with a supportive community of attorneys in estate planning, elder law, business law, and special needs planning.
Explore our membership options today and see the difference that your WealthCounsel membership can make.