Elite Membership
PRACTICE YOUR WAY
The Elite membership provides you with high-quality, interactive document-drafting software for estate planning, elder law, special needs planning, Veterans pension planning, business law, and firearms planning, as well as software for trust administration. With included educational resources and access to a network of like-minded attorneys, you will have the tools you need to serve your clients efficiently.
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.
- Generate unlimited documents using more than 300 interview-driven templates
- Streamline your intake process and securely collect client information with Client Intake
- Wealth Docx® Complete advanced estate planning drafting software
- Elder Docx™ elder law, special needs, Veterans pension, and Medicaid planning drafting software
- Business Docx® business law drafting software
- Wealth Tracx® trust administration software
- Gun Docx® firearms planning drafting software
COMPLIMENTARY ON-DEMAND AND LIVE CLE
Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events on the following topics:
- Trust and estate planning
- Trust administration
- Elder law
- Special needs planning
- Veterans pension planning
- Business law
- Firearms planning
- Software training
- Practice building
UNLIMITED SUPPORT & TRAINING
Access a team of dedicated Member Support Specialists offering personalized support and guidance year-round.
- Member services
- Software support
ATTORNEY COMMUNITY
Join a nationwide community of like-minded professionals.
- Collaborate
- Share knowledge and drafting resources
- Refer business
- Attorney listing on estateplanning.com
Elite Documents
The Elite membership gives you access to Wealth Docx Complete, Elder Docx, Business Docx, Wealth Tracx, and Gun Docx. The following is a sampling of the documents that can be drafted using the interviews in Wealth Docx Complete, Elder Docx, Business Docx, Wealth Tracx, and Gun Docx. Click below to download a more comprehensive list of more than 300 documents that can be drafted from templates driven by dynamic interviews included in the Elite membership.
The following is a sample of documents that can be drafted:
- Living Trust and Ancillaries
- Will and Ancillaries
- Irrevocable Trust Agreement*
- Spousal Lifetime Access Trust*
- Life Insurance Trust*
- Qualified Personal Residence Trust*
- Grantor Retained Trust (GRAT, GRIT, GRUT)*
- Gifting Trust*
- Retirement Trust*
- Living Trust Amendment
- Durable Power of Attorney
- Pour-Over Will
- Certificate of Trust
- Healthcare Power of Attorney
- HIPAA Authorization
- And many more!
* Included in Wealth Docx Complete
- Medicaid Asset Protection Trust
- Medicaid Family Protection Trust
- Veterans Asset Protection Trust
- Medicaid Asset Protection Letter
- Qualified Income Trust
- Self-Settled Special Needs Trust
- Third-Party Supplemental Needs Trust
- Sole Benefit Trust
- Secure Supplemental Needs Trust
- And many more!
- Operating Agreement and Ancillaries
- Meetings, Minutes, and Resolutions
- Assignment and Transfer of Interest
- Bylaws
- Buy-Sell Agreement
- Equity Purchase Agreement
- Independent Contractor Agreement
- Secured Promissory Note
- LLC Formation Document
- Engagement Letter
- And many more!
- Trust Agreement and Ancillaries
- Intake Form (Gold)
- Intake Form (Bronze)
- What Can I Do With a Gun Trust?
- Gun Trust Guide (Bronze)
- Intake Form (Silver)
- Gun Trust Guide (Silver and Gold)
- Co-Trustee Appointment
- Trustee Declaration
- Co-Trustee Removal
- And many more!
Client Intake
Client Intake is a secure and efficient solution for attorneys to collect information from new and prospective clients. Through intelligent automation, Client Intake reduces the need for manual data entry and the risk of typos by collecting information directly from the client. With just a few clicks, you can securely gather relevant information about partners, dependents, fiduciaries, and assets. A secure online form includes prompts for gathering important details and allows clients to attach copies of relevant documents. You can then transfer the collected contact data into new or existing matters. Client Intake is included in Elite, Trust & Estates Professional, and Elder Law Professional memberships.
Pricing
Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure that you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm. Fill out the form below to schedule a demo.