WealthCounsel
Estate Planning Software for Attorneys
WealthCounsel provides cloud-based estate planning and legal workflow software for attorneys, along with practice-building coaching, legal marketing services, continuing legal education, and a professional community. The platform is designed to help attorneys draft documents efficiently, stay current with changing laws, and manage related practice needs.
The product includes Wealth Docx for estate planning, Elder Docx for elder law, special needs, and Veterans' pension planning, Business Docx for business formation and succession, Wealth Tracx for trust administration with asset tracking and task management, and Gun Docx for firearms trusts. These tools use guided questions and customization options. The software runs on Mac and PC and integrates with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro.
WealthCounsel is intended for attorneys in estate planning, elder law, and business law. It is offered through a membership model that includes the drafting software, on-demand and live CLE, support and training, and access to the attorney community. A separate Marketing Source subscription provides law firm marketing content.
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