Membership
Membership Options
WealthCounsel offers many membership options to suit your firm’s needs. To ensure that you have the membership that best aligns with your practice, schedule a call with a Practice Development Consultant to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm.
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SOFTWARE
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EDUCATION
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COMMUNITY
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SUPPORT
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DIRECTORY LISTING
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SMART TOOLS
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ESSENTIAL
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Trusts & Estates Planning Practice Building |
Access to a nationwide network of collaborative attorneys |
Unlimited member and software support |
Attorney listing on EstatePlanning.com |
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TRUSTS & ESTATES PROFESSIONAL
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Essential Education Business Law Firearms Planning |
Access to a nationwide network of collaborative attorneys |
Unlimited member and software support |
Attorney listing on EstatePlanning.com |
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ELDER LAW PROFESSIONAL
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Essential Education Elder Law |
Access to a nationwide network of collaborative attorneys |
Unlimited member and software support |
Attorney listing on EstatePlanning.com |
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ELITE
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Essential Education |
Access to a nationwide network of collaborative attorneys |
Unlimited member and software support |
Attorney listing on EstatePlanning.com |
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WealthCounsel + LEAP
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Essential Education |
Access to a nationwide network of collaborative attorneys |
Unlimited member and software support |
Attorney listing on EstatePlanning.com |
LEAP Practice Management Solution LEAP’s all-in-one solution helps you run your practice more efficiently and effectively. Learn more below. |
LEAP Practice Management Solution
- WealthCounsel-LEAP integration with 2-way contact sync
- Case management – manage your cases, contacts, correspondence, and documents
- Billing & online payments – generate invoices and enable your clients to pay online via credit card
- Secure document sharing – share and collaborate on confidential files with clients and colleagues
- Automated probate court forms – including petitions, inventories, and notices
- Access to integrated deed preparation and recording services - covering every state in the US
- Client Connect – automate your client intake process
- InfoSign – send documents for e-signing directly from LEAP
- Legal AI tools including LawY (legal research) and Matter AI (summarize estate plans, produce flowcharts, draft documents, and more)
PRICING
Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.