Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

About

WHO WE ARE

Attorneys helping attorneys practice with excellence

WealthCounsel brings together the best—the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community—to cultivate the growth and success of its member attorneys and their clients.
YOUR TRUSTED PARTNER

Our Mission

To be a trusted partner for attorneys by providing holistic, best-in-class solutions and services that allow them to confidently build successful and efficient estate planning and business law practices.

OM3
OV3
THRIVING TOGETHER

Our Vision

We will continue to develop tools and technologies that increase attorney efficiency. We will develop educational programs that adapt to the demands of an ever-changing legal marketplace. And we will continue to champion the success of our attorney members by growing our community and helping it thrive.

WealthCounsel Culture

Practice Excellence

Our culture is defined by a single word: excellence. We strive for excellence in the people we hire; the products, education, and services we deliver; and the support we provide to our member attorneys. As a team, we rally around our vision, capitalize on our strengths, and see through one focused lens so that we can provide our members with a pathway to success.


We foster an inclusive, welcoming work culture that allows our employees to have the freedom to grow and learn, take part in decision-making, and share ideas. We care about their well-being and provide new tools and technologies as well as opportunities for personal and professional development.

OneTeam

As a team, we rally around our vision, capitalize on our strengths, and see through one focused lens. We do not refer to each other as employees, but instead as OneTeam members. Our OneTeam exemplifies what it means to work collaboratively, respectfully, and honestly. We strive for excellence in the people we hire; the products, education, and services we deliver; and the support we provide to our member attorneys. We embrace that going further means working together—the members we serve and our OneTeam—hand-in-hand.


We value our OneTeam's time and effort and foster this commitment through our competitive benefits package. This includes a virtual work environment; high-touch new-hire onboarding; extensive paid time off; medical, dental, and vision insurance; 401(k) matching; gym and internet reimbursement; paid volunteer time off; and much more. Our inclusive, welcoming work culture allows our OneTeam to have the freedom to grow and learn, take part in decision-making, and share ideas.

LEADERSHIP

Leading Through Experience

Turning visions into reality, meet the leadership team behind WealthCounsel.
Meet The Team

Get the Premier Magazine for Industry Thought Leaders