Practice Excellence™

State-of-the-art drafting software and workflow solutions, practice building coaching programs, legal content marketing services, CLE, and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently.

CREATED BY ATTORNEYS, FOR ATTORNEYS

The WealthCounsel Advantage

WealthCounsel has been helping estate planning and business law attorneys practice excellence for over twenty years. As a company created and run by attorneys for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides a comprehensive solution for all of your professional needs.
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 or 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.
Law Firm Marketing
Build and grow your practice with monthly marketing content, including newsletters, grab-n-go presentations, blog posts, and more with a Practice Development subscription.
LEGAL SOFTWARE

Secure Cloud-Based Software

WealthCounsel provides superior online document drafting software for estate planning and business law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access your files in real time to collaborate anytime, anywhere.

ESTATE PLANNING

Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents for basic and sophisticated plans using dynamic guided questions, scenarios, and customization tools.

TRUST ADMINISTRATION

As a comprehensive solution, Wealth Tracx provides all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services to your clients, including asset tracking, reports, ledgers, and task management.

BUSINESS LAW

Business Docx provides interactive questions to draft documents for business formation, operations, exit planning, business succession, and client communications.

FIREARMS PLANNING

Through guided questions, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for conventional and National Firearms Act firearms planning.

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“To me, WealthCounsel isn’t just about the drafting platform, though that’s excellent. The best part is the people I come in contact with—the ability to interact with other attorneys, ask questions, and collaborate.”

- MATT WARREN, JD - MEMBER SINCE 2013

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“As a transitioning attorney, I had two very ambitious goals—to get up to speed in the legal technical field and to get my practice developed and profitable quickly. My WealthCounsel membership helped me accomplish both goals!”

- NATALIA KABBE, JD - MEMBER SINCE 2007

In-Person & Virtual Events

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How Can We Help?

Need more info about membership, drafting software, CLE, or our other practice solutions? No problem! Just let us know how to reach you by filling out this form.

Email

information@wealthcounsel.com

Phone

(888)659-4069

Address

P.O. Box 71188 Salt Lake City, UT 84171

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