Essential Membership


The Essential membership provides you with high-quality, interactive document-drafting software for estate planning. 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.


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 40 interview-driven templates
  • Wealth Docx® Core estate planning drafting software

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
  • Software training
  • Practice building

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

  • Member services
  • Software support

Join a nationwide community of like-minded professionals.

  • Collaborate
  • Share knowledge and drafting resources
  • Refer business
  • Attorney listing on

Essential Membership Documents

Wealth Docx Core is the cloud-based document drafting software included in the Essential membership. With interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents, you will be able to create essential estate planning documents to serve your clients. Wealth Docx Core has everything you need to draft confidently, competently, and efficiently. The following is a sampling of the documents that can be drafted using the interviews in Wealth Docx Core. Click below to download a more comprehensive list of more than 40 documents that can be drafted from templates driven by dynamic interviews included in the Essential 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!


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.