Elevate Your Practice With WealthCounsel

All the tools you need to build a successful law practice—conveniently located on one platform.

Whether you are just starting your first job as an associate attorney or striking out on your own to build a practice, WealthCounsel has all the tools you need to provide estate planning, trust administration, and business planning services.

Exclusive Members-Only Benefits


Best-in-class legal drafting software


Unlimited member and software support


Marketing tools and coaching programs


On-demand and live CLE opportunities


Nationwide network of like-minded professionals

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Intelligent Drafting Software

Whether you are just starting out or are a seasoned attorney, WealthCounsel’s best-in-class online document drafting solutions—Wealth Docx®, Business Docx®, Gun Docx®, and Wealth Tracx®—are expertly designed to boost drafting efficiency, competency, and flexibility.

Draft confidently
Document automation and single-point data entry minimizes drafting errors and boosts workflow efficiency.

Draft competently
Built-in help tools and expert on-screen commentary help to inform your decision-making as you draft.

Draft anywhere
Conveniently located in the cloud, our software gives you the freedom and flexibility to draft anywhere—the office, your home, or the beach (we won’t judge).

Unlimited Member and Software Support

Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support anytime from our Member Services and Software Support teams.

Marketing Tools and Coaching Programs

Law school is great at teaching you law, but not how to run a successful law practice. Whether your goal is to open your own practice or make partner at your firm—we can provide you with all the tools and resources you need to build your law practice into a successful business.

CLE and Learning Opportunities

With WealthCounsel, you can meet continuing legal education requirements, including ethics, elimination of bias, and substance abuse and mental health credits, while gaining practical skills, knowledge, and ideas that you can use immediately in your practice.

Here, you can learn what you want, when and where you want to learn it. Choose from hundreds of learning opportunities:

Nationwide Community of Professionals

WealthCounsel members enjoy being part of a robust community of fellow attorneys from around the country. Online private message boards allow for sharing documents, recommendations, and questions among members and WealthCounsel staff. In person, WealthCounsel hosts several events throughout the country each year, including state forum meetings and an annual Symposium conference. No matter your preference, WealthCounsel offers a way to help you connect with colleagues.

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