Practice Your Way

Created By Attorneys, For Attorneys

World-Class Estate Planning Resources

Robust, cloud-based drafting solutions for wills and trusts, complete with New York-specific documents, make working from anywhere a reality. Substantive education and practice-building coaching programs empower you to build and maintain a practice that fits. View the webinar below to experience the education included with a software subscription, or click below to schedule a demo.

CUSTOMIZED DRAFTING

Easily customize and create drafting templates to fit the needs of your clients and practice.

INDIVIDUALIZED DOCUMENTS

Design documents to meet each client’s unique circumstances using guided interviews.

COMMON SCENARIOS

Use the Scenarios feature to create a design template for specific or frequently encountered fact patterns.

AUTOMATED UPDATES

Draft confidently knowing that the software is updated with the latest legal language and enhanced functionality.

STATE DOCUMENTS

Incorporate preferred provisions or recommended statutory references for selected states.

Pricing

Pricing is based on the size of your firm and the nature of your practice. Accordingly, we have found that the best way to get 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. Fill out the form below to schedule a demo.

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