WealthCounsel Client Intake

WealthCounsel helps attorneys securely and efficiently collect important information from their clients through an intake system. To protect sensitive information, WealthCounsel uses encryption, password protection, and other security best practices.

If your attorney has provided you with information to log in to provide information, please visit onlineform.wealthcounsel.com/login to get started.

If you have any questions about the system, please contact the legal professional who provided you with the information.

To learn more about WealthCounsel, please feel free to browse our website at www.wealthcounsel.com.