Elite
The Elite membership gives you access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®.
Trusts & Estates Professional
The Trusts & Estates Professional membership gives you access to Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®.
Elder Law Professional
The Elder Law Professional membership gives you access to Wealth Docx® Core and Elder Docx™.
Essential
The Essential membership gives you access to Wealth Docx® Core.
WealthCounsel + LEAP
Take your firm to new heights by combining the power of WealthCounsel with LEAP. Experience the benefits of an Elite membership, plus the industry’s most advanced practice management integration.
Advisors Forum
An Advisors Forum membership empowers financial advisors with the education, resources, and community needed to provide more holistic financial services as well as gain a competitive edge by becoming a Certified Trust & Estate Wealth Advisor.