WealthCounsel
Cloud-based drafting software and workflow solutions for estate planning attorneys.
Overview
WealthCounsel provides secure, cloud-based document drafting software and workflow solutions designed specifically for estate planning, elder law, and business law attorneys. Their flagship product, Wealth Docx, supports the creation of a wide range of estate planning documents using dynamic guided questions and customization tools.
The platform also offers specialized tools for elder law, business law, trust administration, and firearms planning, including document generation, asset tracking, reports, ledgers, and task management. WealthCounsel supports attorneys with continuing legal education, marketing services, and a nationwide professional community to enhance practice efficiency and growth.
The software is compatible with both Mac and PC, enabling real-time collaboration and secure file access from anywhere. WealthCounsel also provides personalized customer support and training to its members.
Key Features
- + Secure cloud-based document drafting
- + Dynamic guided questions and customization tools
- + Estate planning, elder law, business law, and firearms planning documents
- + Trust administration tools including asset tracking and task management
- + Continuing legal education (CLE) resources
- + Legal content marketing services
- + Nationwide attorney community for collaboration
- + Personalized customer support and training