September 2026 Offer

Free Bootcamp Seat for Attorneys Ready to Grow Their Practice

This September, the first 50 firms to join WealthCounsel will get a free seat at our Estate Planning Bootcamp (a $1,995 value): the foundational course that’s helped attorneys launch and grow confident, thriving practices.

What You Gain with Estate Planning Bootcamp

Grow your confidence with estate planning bootcamp

Expert Instruction

Learn from faculty experienced in trust and estate law. Bootcamp connects foundational estate planning concepts with the client questions, planning conversations, and practice decisions attorneys encounter in their day-to-day work.

Practical Tools

Gain practical resources and guidance to help you develop a more consistent estate planning process, from client intake and initial consultations to pricing conversations and internal workflows.

Peer Connection

Learn alongside other attorneys who are building, expanding, or refreshing their estate planning practices. Bootcamp gives you the opportunity to connect with peers navigating similar practice goals and questions.

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“Trusts once felt like rocket science to me. WealthCounsel gave me the education, procedures, and confidence to serve clients with advanced estate planning needs. I now charge properly, earn more per client, and have the freedom to focus on the work I truly want to do. WealthCounsel changed my practice—and my life.”

- Braxton Price, JD

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"I have taken numerous WealthCounsel courses and find them to be among the best in substance and presentation of any content provider. I was eager to sign up, but in reality, WealthCounsel has exceeded my already high expectations.”

- Suzanne Tufts, JD

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"WealthCounsel is hands down one of the greatest programs that I have utilized. This software is user-friendly with a wealth of knowledge, right at your fingertips! Whether you are looking for reference materials for an issue or you simply want to have a thorough understanding of all the features, WealthCounsel is the all-in-one, go-to platform that suits all your wants and needs!”

- Jamie Mullarkey, JD

Support All-Year-Round

Membership Options

Estate Planning Bootcamp is a powerful first step—but it’s just the beginning. A WealthCounsel membership gives you tools, resources, and ongoing support to grow your practice and confidently take on new clients, no matter how complex their needs.

	SOFTWARE	EDUCATION	COMMUNITY	SUPPORT	DIRECTORY LISTING	SMART TOOLS
ESSENTIAL	Wealth Docx® Core	Trusts & Estates Planning Practice Building	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	LawY (AI-powered research)
TRUSTS & ESTATES PROFESSIONAL	Wealth Docx® Complete Business Docx® Wealth Tracx® Gun Docx®	Essential Education + Trust Administration Business Law Firearms Planning	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
ELDER LAW PROFESSIONAL	Wealth Docx® Core Elder Docx™	Essential Education + Trust Administration Elder Law	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
ELITE	Wealth Docx® Complete Elder Docx™ Business Docx® Wealth Tracx® Gun Docx®	Essential Education + Trusts & Estates Professional Education + Elder Law Professional Education	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	Client Intake LawY (AI-powered research) Flowcharts
WealthCounsel + LEAP	Wealth Docx® Complete Elder Docx™ Business Docx® Wealth Tracx® Gun Docx® LEAP Practice Management*	Essential Education + Trusts & Estates Professional Education + Elder Law Professional Education + Elite Education	Access to a nationwide network of collaborative attorneys	Unlimited member and software support	Attorney listing on EstatePlanning.com	LEAP Practice Management Solution LEAP’s all-in-one solution helps you run your practice more efficiently and effectively.

Questions before you sign up? Call (833) 609-5658 or email information@wealthcounsel.com.

Terms and conditions

To be eligible for this offer, a firm must sign a new contract for an Essential, Trusts & Estates Professional, Elder Law Professional, or Elite membership with WealthCounsel before 11:59 p.m. (EDT) on September 30, 2026. The first 50 qualifying firms will receive one complimentary registration for Estate Planning Bootcamp to be attended in 2026. This offer cannot be combined with any other discounts or promotions. This offer is not valid for Marketing Source, ElderLawAnswers, or Academy of Special Needs Planners subscriptions. Individuals or organizations that have had memberships or subscriptions with WealthCounsel in the past 12 months are not eligible for this offer.

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