WealthCounsel Software

LEGAL DOCUMENT DRAFTING

Created by Attorneys, for Attorneys

WealthCounsel provides superior online document drafting software for estate planning and elder law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access real-time files and collaborate anytime, anywhere.
SECURE CLOUD-BASED SOFTWARE
Draft with peace of mind knowing that we use the latest industry-leading standards to store your files securely in the cloud so you can access them wherever and whenever you need them.
COMPATIBILITY & VERSATILITY
With built-in compatibility, you can draft how you want (on Mac or PC) on whatever device works best for you (computer, tablet, or phone).
CUSTOMER SUPPORT & TRAINING
Get personalized assistance from our dedicated Member Services team as well as unlimited support from our Software Support team.
GROUP SUPPORT & NETWORKING
Join a nationwide network of like-minded professionals to ask questions, share drafting resources, and refer business.
MEMBER DIRECTORY
Drive business to your website and grow your practice with an exclusive, members-only listing on EstatePlanning.com—the premier website for consumers.

Schedule a Demo of Our Legal Document Drafting Software

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We'd love to show you how a WealthCounsel membership can elevate your practice.

DRAFT CONFIDENTLY

Software Products

WealthCounsel’s world-class online document drafting solutions—Wealth Docx®, Elder Docx™ , Business Docx®, Gun Docx®, and Wealth Tracx®—allow your entire office to access real-time files and collaborate anytime, anywhere. For greater efficiency and accuracy, each drafting system includes contextual help, expert commentary, and other key legal resources to inform your decision-making as you draft.

ESTATE PLANNING

Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools.

ELDER LAW

Elder Docx helps you generate a wide array of elder law, special needs planning, and Veterans pension planning documents.

BUSINESS LAW

Business Docx provides interactive interviews for drafting documents for business formation, exit planning, business succession, operational matters, and client communications.

TRUST ADMINISTRATION

As an all-in-one solution, Wealth Tracx offers 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.

FIREARMS PLANNING

Through dynamic interviews, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for both conventional and NFA firearms planning.

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MEMBERSHIP

Being a WealthCounsel member means more than just having the latest legal document-drafting software—it also provides you with expert educational resources; allows you to be part of an active, nationwide community of like-minded attorneys who share invaluable knowledge, experience, and expertise; and gives you unlimited customer and software support.

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.

SCHEDULE A DEMO

Contact us to schedule a demo and learn more about how our software can help improve your practice.