Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

WealthCounsel Software

LEGAL DOCUMENT DRAFTING

Created by Attorneys, for Attorneys

WealthCounsel provides superior online document drafting software for estate planning and business law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access real-time files and collaborate anytime, anywhere.
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.
MEMBER DIRECTORY
Drive business to your website and grow your practice with an exclusive, members-only listing on EstatePlanning.com—the premier website for consumers.

Schedule a Demo of Our Legal Document Drafting Software

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We'd love to show you how a WealthCounsel membership can elevate your practice.

DRAFT CONFIDENTLY

Software Products

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.

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.

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.

BUSINESS LAW

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

FIREARMS PLANNING

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

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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. Fill out the form below to schedule a demo.

SCHEDULE A DEMO

Contact us to schedule a demo and learn more about how our software can help improve your practice.