WealthCounsel Tools
Legal technology is changing quickly, but experience still matters.
For nearly 30 years, WealthCounsel has helped estate planning and elder law professionals use technology to draft, learn, and serve clients with confidence. Today’s membership builds on that foundation with attorney-maintained drafting solutions, practical workflow tools, AI-powered resources, and ongoing product innovation designed around the realities of modern legal practice.
More tools. Stronger workflows.
WealthCounsel continues to evolve to support the way modern firms practice. Today’s membership includes tools and resources designed to help with:
✓ Drafting confidence through attorney-maintained drafting solutions that are continually monitored and updated to reflect changes in law, planning best practices, and member needs
✓ Workflow efficiency through tools that help reduce repetitive data entry and support a more connected path from client intake to final documents
✓ AI-powered support designed for estate planning and elder law professionals, with workflows that support professional judgment rather than replace it
✓ Client communication through visual planning tools that help explain complex concepts more clearly
✓ Ongoing education and support through live and on-demand learning, community, and professionals who understand estate planning and elder law
