Elder Law Professional Membership

PRACTICE YOUR WAY

The Elder Law Professional membership provides you with interactive document-drafting software to produce high-quality estate planning, elder law, and special needs planning documents. With included educational resources and access to a network of like-minded attorneys, you will have the tools you need to serve your clients efficiently.

SECURE CLOUD-BASED SOFTWARE

Draft with peace of mind knowing that we use the latest industry-leading standards to securely store your files in the cloud so you can access them wherever and whenever you need them.

  • Generate unlimited documents using more than 200 interview-driven templates
  • Wealth Docx® Core estate planning drafting software
  • Elder Docx™ elder law, special needs, Veterans pension, and Medicaid planning drafting software
COMPLIMENTARY ON-DEMAND AND LIVE CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events on the following topics:

  • Trust and estate planning
  • Trust administration
  • Elder law
  • Special needs planning
  • Veterans pension planning
  • Software training
  • Practice building
UNLIMITED SUPPORT & TRAINING

Access a team of dedicated Member Support Specialists offering personalized support and guidance year-round.

  • Member services
  • Software support
ATTORNEY COMMUNITY

Join a nationwide community of like-minded professionals.

  • Collaborate
  • Share knowledge and drafting resources
  • Refer business
  • Attorney listing on estateplanning.com
DRAFT CONFIDENTLY

Elder Law Professional Documents

Elder Law Professional Membership gives you access to Wealth Docx Core and Elder Docx. The following is a sampling of the documents that can be drafted using the interviews in Wealth Docx Core and Elder Docx. Click below to download a more comprehensive list of more than 200 documents that can be drafted from templates driven by dynamic interviews included in the Elder Law Professional membership.

The following is a sample of documents that can be drafted:

Wealth Docx® Core
  • Living Trust and Ancillaries
  • Will and Ancillaries
  • Living Trust Amendment
  • Durable Power of Attorney
  • Pour-Over Will
  • Certificate of Trust
  • Healthcare Power of Attorney
  • HIPAA Authorization
  • And many more!
Elder Docx™
  • Medicaid Asset Protection Trust
  • Medicaid Family Protection Trust
  • Veterans Asset Protection Trust
  • Medicaid Asset Protection Letter
  • Qualified Income Trust
  • Self-Settled Special Needs Trust
  • Third-Party Supplemental Needs Trust
  • Sole Benefit Trust
  • Secure Supplemental Needs Trust
  • And many 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.