Welcome Back | WealthCounsel

More Learning. More Drafting. More Networking.

With more in-person and virtual learning events, mentorship and networking opportunities, and enhanced drafting capabilities, now is the best time to take advantage of a WealthCounsel membership. If you rejoin by March 15, 2024, we will waive your initial fee and your first month’s dues, and give you 30 days to make sure membership is right for you. Contact us to learn more.

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.

COMPLIMENTARY ON-DEMAND AND LIVE CLE

Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person and virtual learning events.

CUSTOMER SUPPORT AND TRAINING

Get personalized assistance from your dedicated Member Support Specialist as well as unlimited support from our Member Services and Software Support teams.

ATTORNEY COMMUNITY

Join a nationwide community of like-minded professionals to collaborate, share knowledge and drafting resources, and refer business.

Membership Options

	ESSENTIAL	TRUSTS & ESTATES PROFESSIONAL	ELDER LAW PROFESSIONAL	ELITE
SOFTWARE	Wealth Docx® Core	Wealth Docx® Complete Business Docx® Wealth Tracx® Gun Docx®	Wealth Docx® Core Elder Docx™	Wealth Docx® Complete Elder Docx™ Business Docx® Wealth Tracx® Gun Docx®
EDUCATION	Trusts & Estates Planning Your Drafting Software Practice Building	Trusts & Estates Planning Trust Administration Business Law Firearms Planning Your Drafting Software Practice Building	Trusts & Estates Planning Trust Administration Elder Law Your Drafting Software Practice Building	Trusts & Estates Planning Trust Administration Elder Law Business Law Firearms Planning Your Drafting Software Practice Building
COMMUNITY	Access to a nationwide network of attorneys	Access to a nationwide network of attorneys	Access to a nationwide network of attorneys	Access to a nationwide network of attorneys
SUPPORT	Unlimited member and software support	Unlimited member and software support	Unlimited member and software support	Unlimited member and software support
DIRECTORY LISTING	Attorney listing on EstatePlanning.com	Attorney listing on EstatePlanning.com	Attorney listing on EstatePlanning.com	Attorney listing on EstatePlanning.com

Take Advantage of This Special Offer

Terms and conditions

To be eligible for this offer, a returning WealthCounsel member firm must sign a 13-month contract for an Essential, Trusts & Estates Professional, Elder Law Professional, or Elite membership between February 21 and 11:59 p.m. (EST) on March 15, 2024. The qualifying firm will receive one free month of membership for each contracted user and no initial fee will apply. This offer cannot be combined with any other discounts or promotions. This offer is not valid for current WealthCounsel members, or for Marketing Source, ElderLawAnswers, or Academy of Special Needs Planners subscriptions.

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