Practice Excellence™ with WealthCounsel

LEGAL DOCUMENT DRAFTING

Created by Attorneys, for Attorneys

WealthCounsel’s world-class online document drafting solutions—Wealth Docx®, Business Docx®, Gun Docx®, and Wealth Tracx®—allow your entire office to access real-time files and collaborate anytime, anywhere. For greater efficiency and accuracy, each drafting system includes contextual help, expert commentary, and other key legal resources to inform your decision-making as you draft.

Software Products at a Glance

ESTATE PLANNING

Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools.

Wealth Docx
TRUST ADMINISTRATION

As an all-in-one solution, Wealth Tracx offers all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services to your clients, including asset tracking, reports, ledgers, and task management.

Wealth Tracx
BUSINESS LAW

Business Docx provides interactive interviews for drafting documents for business formation, exit planning, business succession, operational matters, and client communications.

Business Docx
FIREARMS PLANNING

Through dynamic interviews, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for both conventional and NFA firearms planning.

Gun Docx
WHY WEALTHCOUNSEL

More Than a Subscription

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.

COMPATIBILITY AND VERSATILITY

With built-in compatibility, you can draft how you want (on Mac or PC) on whatever device works best for you (computer, tablet, or phone).

CUSTOMER SUPPORT AND TRAINING

Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support anytime from our Member Services and Software Support teams.

GROUP SUPPORT AND NETWORKING

Join a nationwide network of like-minded professionals to ask questions, share drafting resources, and refer business.

Pricing

The pricing for our software is based on the size of your firm and the nature of your practice. Accordingly, we have found it best to have a personal conversation to ensure that the cost aligns with your firm’s needs. The best way to get exact pricing appropriate for your firm is to schedule a call with a Practice Development Consultant to discuss your goals and needs, walk through the software, and explore how a WealthCounsel Membership can benefit your practice. Click below to schedule a demo.

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