Interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.
Cloud-based document drafting software that allows you to create world-class elder law, special needs, and Veterans pension planning documents
Interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents.
An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle.
All of the documents, tools, and resources needed to deliver trust administration services.
A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning.
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The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements.
Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice.
A place for attorneys to gather virtually and in-person to explore issues relevant to their practice.
Practical and insightful, groundbreaking and foundation building—we have a program for every legal professional.
Propel your marketing efforts, acquire more clients, design and improve your processes, and achieve your goals for the future.
Find a WealthCounsel attorney in your area.
Timely, relevant, and practical articles, videos, and downloads created and curated by leading estate planning and business law practitioners.
Your resource for trending legal news, marketing and practice building advice, answers to frequently asked questions, and tips and tricks.
Thank you for your interest in WealthCounsel. Click here to download a sample list of the documents included in Wealth Docx®.
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