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WealthCounsel, LLC
What AI says about WealthCounsel, LLC
WealthCounsel provides state-of-the-art drafting software and workflow solutions specifically designed for estate planning, elder law, and business law attorneys. With a focus on efficiency and collaboration, their tools help legal professionals create, manage, and store legal documents securely in the cloud.
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Products & Services
Wealth Docx
Flagship software for creating a wide range of estate planning documents using dynamic guided questions and customization tools.
Elder Docx
Software for generating elder law, special needs planning, and Veterans’ pension planning documents.
Business Docx
Interactive software for drafting business formation, operations, exit planning, and client communication documents.
Wealth Tracx
Comprehensive solution for trust administration services, including asset tracking and task management.
Gun Docx
Software for creating customizable firearms trusts for conventional and National Firearms Act firearms planning.
Common Questions
What types of documents can I create with WealthCounsel?
WealthCounsel allows you to create a variety of legal documents, including estate planning, elder law, business law documents, and firearms trusts.
Is WealthCounsel software compatible with different devices?
Yes, WealthCounsel's software is compatible with both Mac and PC, and can be accessed on various devices including computers, tablets, and phones.
What support options are available for WealthCounsel members?
Members receive personalized assistance from a dedicated Member Services team and unlimited support from the Software Support team.
Does WealthCounsel offer continuing legal education (CLE)?
Yes, WealthCounsel provides complimentary on-demand webinars and resources, as well as in-person and virtual learning events.
How can I join the WealthCounsel community?
By becoming a WealthCounsel member, you gain access to a nationwide community of attorneys for networking and sharing knowledge.