JERSEY CITY, N.J. Nov. 17, 2025 — WealthCounsel announces today the appointment of Valerie Peterson, JD, as the company’s new Chief Executive Officer (CEO), effective January 2026. Valerie will succeed Rachel Grantham, who is serving as interim CEO of WealthCounsel following the resignation of Henna Shah, as previously announced in October 2025.

Valerie is an experienced executive, having served as the CEO of ElderCounsel for 14 years and as the CEO of Atticus for the past 2½ years. She is also a seasoned estate planning and elder law attorney, having practiced for 11 years, during which she opened her own law offices in Kansas and Florida. Valerie graduated from Washburn University School of Law in 1997 and has contributed to legal education as an adjunct professor at Stetson Law School, where she taught the Veterans Benefits course to elder law LLM students.

Rachel Grantham, who continues in her role as Group Executive – US Markets, LEAP Group, said, “Valerie’s strong track record of leadership in the legal tech industry, coupled with her legal expertise, places the WealthCounsel business in exceptionally good hands. This is an exciting time for our industry, with AI rapidly shifting the landscape, and we are incredibly fortunate to have Valerie at the helm to lead the company through this next stage of evolution.”

On her appointment, Valerie Peterson commented, “It is an honor to return to WealthCounsel and to lead this incredible company through one of the most exciting times for the legal tech industry.”

About WealthCounsel

For more than 25 years, WealthCounsel has been the leading provider of comprehensive legal document drafting software, education, and practice development solutions for estate planning attorneys. We recently expanded our offerings to the financial advisor market, leveraging our expertise to help financial advisors build a more holistic financial planning practice. Committed to ongoing innovation, WealthCounsel empowers professionals to deliver the highest level of service to their clients. For more information, visit WealthCounsel.com.