What is WealthCounsel?
WealthCounsel offers a comprehensive suite of legal drafting software and professional resources designed specifically for attorneys specializing in estate planning, elder law, and business law. The platform provides secure cloud-based document drafting solutions that enable legal professionals to create customized wills, trusts, business documents, and firearms planning documents through interactive templates and guided questions.
The service includes multiple membership levels with access to specialized software modules, complimentary continuing legal education (CLE) programs, training and customer support, and a nationwide attorney community for collaboration and knowledge sharing. Additional features include practice-building resources, law firm marketing content, and integration with practice management systems to streamline legal workflows and enhance client service delivery.
Features
- Wealth Docx® Complete: Interactive templates for drafting basic to complex wills and trusts with comprehensive solutions for charitable planning, asset protection, and retirement
- Elder Docx™: Cloud-based document drafting software for creating elder law, special needs, and Veterans pension planning documents
- Business Docx®: Intelligent drafting system for customizing planning documents for each phase of a business life cycle
- Wealth Tracx®: Comprehensive trust administration software with documents, tools, asset tracking, reports, ledgers, and task management
- Gun Docx®: Cloud-based firearms planning software for creating customizable firearms trusts for conventional and National Firearms Act firearms planning
- Continuing Legal Education: Hundreds of complimentary on-demand webinars and resources with in-person and virtual learning events
- Attorney Community: Nationwide network of legal professionals for collaboration, knowledge sharing, and business referrals
Use Cases
- Drafting customized wills and living trusts for estate planning clients
- Creating elder law documents for special needs planning and Veterans pension planning
- Developing business formation, operation, and succession planning documents
- Managing trust administration services with comprehensive documentation and asset tracking
- Establishing firearms trusts for conventional and National Firearms Act firearms planning
- Meeting continuing legal education requirements through on-demand and live programs
- Growing legal practices through marketing resources and practice-building webinars
