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.

The WealthCounsel Advantage

Why WealthCounsel

More Than a Subscription

A WealthCounsel membership is more than just gaining access to the latest legal drafting software — it means having unlimited customer support, educational resources, and the professional training you need to build a thriving practice.
Secure cloud-based software
Draft efficiently, accurately, and competently with any of our estate planning, business planning, or trust administration solutions.
On-demand & live CLE
Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events.
Training & customer support
Get personalized assistance from your dedicated Member Success Specialist and 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 practice building webinars and articles, and get monthly marketing content with a Practice Development subscription.
PRACTICE EXCELLENCE

Imagine thousands of experienced attorneys in your office helping you draft your documents. That is the kind of bench strength you get when you are a WealthCounsel member.

Pricing

The pricing for our software is based on the size of your firm and the nature of your practice. Accordingly, we encourage a personal conversation to ensure that what you purchase aligns with your firm’s needs. The best way to get exact pricing appropriate for your firm is to schedule a call with a Practice Development Consultant to discuss your goals and needs, walk through the software, and explore how a WealthCounsel Membership can benefit your practice. Contact us to schedule a demo.

WealthCounsel Articles

Trusts & Estates

Cryptocurrency and Estate Planning

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the ...

Trust Administration

Trustee Manual Sample Document

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the ...

Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Get the Premier Magazine for Industry Thought Leaders