Flowcharts
Effortless Visualization
One click. Total clarity.
WealthCounsel's Flowcharts feature, powered by AI, transforms your clients' trusts and wills into clear, easy-to-understand diagrams with just the click of a button, enhancing client communication like never before.
Help your clients visualize their estate plans.
EFFORTLESS VISUALIZATION
With one click, you can turn a document into a clear visual to share with your clients.
SEAMLESS WORKFLOW
The Flowcharts feature is built directly into the WealthCounsel drafting experience.
CUSTOMIZATION
Our flowcharts use text-based diagrams that you can easily customize in a third-party tool.