Products

Products

Estate Planning Software

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

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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.

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Events Calendar

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Continuing Legal Education

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

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Practice Building

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

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Local Forums

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

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Resources

Resources

Continuing Legal Education

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

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Law Firm Marketing

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

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Member Directory

Find a WealthCounsel attorney in your area.

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Resource Center

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

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Blog

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

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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.

Business Law

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Resource Center

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Business Law

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Business Law

Business Docx® Document List

Business Docx is the perfect solution for creating beautifully tailored and accurate documents with confidence and speed for your small and mid-sized business clients.

This download provides a list of the document solutions Business Docx can help you create.

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Related Resources

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Business Law

Business Planning Clients - Privacy Checklist Download

Make sure your business clients’ privacy policies are up to date by downloading our free privacy checklist and worksheet.

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Business Law

Business Docx® Document List

This following is a a list of the document solutions Business Docx can help you create.

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Business Law

Buy-Sell Agreement Checklist

Download this helpful checklist to use as a starting point to talking with your clients about business transition planning.

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