Marketplace
Building with WealthCounsel
Explore the WealthCounsel Marketplace for products and services to enhance your practice success and take advantage of special affinity discount programs available through your membership.
Binders & Tabs
WealthCounsel has partnered with K&L Looseleaf to develop several colors, sizes, and portfolio titles to assist you in presenting plans to your clients.
WEALTHCOUNSEL MEMBER BENEFIT:
Save 10% on all products
Brochures
Easy-to-read, Q-and-A format brochures will save you hours of time explaining the basics, great for one-on-one meetings, mailings, and seminar handouts.
WEALTHCOUNSEL MEMBER BENEFIT:
Save 10% on all products
DocuBank
A personalized DocuBank Card that makes all of your emergency medical information and critical advance directives available in two convenient ways.
WEALTHCOUNSEL MEMBER BENEFIT:
Discounted rates
LawLytics
LawyLytics is the go-to website platform tailored for law firms, offering simplicity, efficiency, and powerful performance personalized for your firm.
WEALTHCOUNSEL MEMBER BENEFIT:
Save 20% on the LawLytics website solution
Legal Directives
Legal Directives empowers estate planning attorneys to stand out by offering 24/7 access to healthcare directives, emergency contacts, physician information, and more.
WEALTHCOUNSEL MEMBER BENEFIT:
Discounted rates
LEX Reception
LEX Reception provides 24/7 legal receptionist services answered by real people, never bots. Ensuring every call is handled professionally and reliably.
WEALTHCOUNSEL MEMBER BENEFIT:
Get $250 off your first month of service
Trusts & Estates
Peer-reviewed journal for wealth management professionals serving high-net-worth clients, family enterprises, and charitable organizations.
WEALTHCOUNSEL MEMBER BENEFIT:
Discounted introductory subscription rate
Windfall
Discounts for Office Depot / OfficeMax supplies and print services, plus products and services from a wide range of other trusted companies.
WEALTHCOUNSEL MEMBER BENEFIT:
Register your firm to take advantage of group-buying discounts
FairSplit
FairSplit helps clients through a transparent online system that uses structured rounds to allocate, sell, and donate assets.
WEALTHCOUNSEL MEMBER BENEFIT:
$100 off FairSplit Division Plans and Complimentary Starter AI-Powered Home Inventories
The Best Notary
The Best Notary is a nationwide document concierge solution for growth-focused estate planning firms.
WEALTHCOUNSEL MEMBER BENEFIT:
20% off a package of three premium appointments
WealthCounsel Estate Planning Book
This book shares the wisdom of WealthCounsel member attorneys focused on educating the public about estate planning.
Become part of the Marketplace
Are you interested in partnering with WealthCounsel? Click below to begin the process of becoming a Marketplace provider.