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Submitted URL: http://wealthcounsel.com/
Effective URL: https://www.wealthcounsel.com/
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Submission: On July 04 via api from US — Scanned from DE
Effective URL: https://www.wealthcounsel.com/
Submission Tags: falconsandbox
Submission: On July 04 via api from US — Scanned from DE
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* Membership MEMBERSHIP ELITE The Elite Membership gives you access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®. Learn More TRUSTS & ESTATES PROFESSIONAL The Trusts & Estates Professional Membership gives you access to Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®. Learn More ELDER LAW PROFESSIONAL The Elder Law Professional Membership gives you access to Wealth Docx® Core and Elder Docx™. Learn More ESSENTIAL The Essential Membership gives you access to Wealth Docx® Core. Learn More SEE ALL MEMBERSHIPS Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community * Software SOFTWARE COMPLETE ESTATE PLANNING SOFTWARE Interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement. Learn More About Wealth Docx® Complete ELDER LAW SOFTWARE Cloud-based document drafting software that allows you to create world-class elder law, special needs, and Veterans pension planning documents Learn More About Elder Docx™ CORE ESTATE PLANNING SOFTWARE Interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents. Learn More About Wealth Docx® Core BUSINESS LAW SOFTWARE An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle. Learn More About Business Docx® TRUST ADMINISTRATION SOFTWARE All of the documents, tools, and resources needed to deliver trust administration services. Learn More About Wealth Tracx® FIREARMS PLANNING SOFTWARE A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning. Learn More About Gun Docx® MEMBERSHIP Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community * Events EVENTS EVENTS CALENDAR View all upcoming in-person and virtual events. View Calendar CONTINUING LEGAL EDUCATION The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements. Learn More PRACTICE BUILDING Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice. Learn More LOCAL FORUMS A place for attorneys to gather virtually and in-person to explore issues relevant to their practice. Learn More * Resources RESOURCES CONTINUING LEGAL EDUCATION Practical and insightful, groundbreaking and foundation building—we have a program for every legal professional. Learn More LAW FIRM MARKETING Propel your marketing efforts, acquire more clients, design and improve your processes, and achieve your goals for the future. Learn More MEMBER DIRECTORY Find a WealthCounsel attorney in your area. Learn More RESOURCE CENTER Timely, relevant, and practical articles, videos, and downloads created and curated by leading estate planning and business law practitioners. Learn More BLOG Your resource for trending legal news, marketing and practice building advice, answers to frequently asked questions, and tips and tricks. Visit Our Blog Schedule a Demo LOGIN SCHEDULE A DEMO * SCHEDULE A DEMO SCHEDULE A DEMO -------------------------------------------------------------------------------- * LOGIN -------------------------------------------------------------------------------- * MEMBERSHIP 0E5B37D0-4217-4431-ADF8-39104EB80F50 ELITE The Elite Membership gives you access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®. Learn More TRUSTS & ESTATES PROFESSIONAL The Trusts & Estates Professional Membership gives you access to Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®. Learn More ELDER LAW PROFESSIONAL The Elder Law Professional Membership gives you access to Wealth Docx® Core and Elder Docx™. Learn More ESSENTIAL The Essential Membership gives you access to Wealth Docx® Core. Learn More SEE ALL MEMBERSHIPS Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community -------------------------------------------------------------------------------- * SOFTWARE 0E5B37D0-4217-4431-ADF8-39104EB80F50 COMPLETE ESTATE PLANNING SOFTWARE Interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement. Learn More About Wealth Docx® Complete ELDER LAW SOFTWARE Cloud-based document drafting software that allows you to create world-class elder law, special needs, and Veterans pension planning documents Learn More About Elder Docx™ CORE ESTATE PLANNING SOFTWARE Interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents. Learn More About Wealth Docx® Core BUSINESS LAW SOFTWARE An intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle. Learn More About Business Docx® TRUST ADMINISTRATION SOFTWARE All of the documents, tools, and resources needed to deliver trust administration services. Learn More About Wealth Tracx® FIREARMS PLANNING SOFTWARE A cloud-based document-drafting software that provides a comprehensive approach to firearms trusts and conventional and National Firearms Act (NFA) firearms planning. Learn More About Gun Docx® MEMBERSHIP Secure Cloud-Based Software Complimentary On-Demand and Live CLE Training and Customer Support Attorney Community -------------------------------------------------------------------------------- * EVENTS 0E5B37D0-4217-4431-ADF8-39104EB80F50 EVENTS CALENDAR View all upcoming in-person and virtual events. View Calendar CONTINUING LEGAL EDUCATION The information, insight, and ideas you need to stay current, sharpen your knowledge, and meet your continuing legal education (CLE) requirements. Learn More PRACTICE BUILDING Practice building webinars that can provide you with the knowledge, skills, and resources you need to successfully grow and run your practice. Learn More LOCAL FORUMS A place for attorneys to gather virtually and in-person to explore issues relevant to their practice. Learn More -------------------------------------------------------------------------------- * RESOURCES 0E5B37D0-4217-4431-ADF8-39104EB80F50 CONTINUING LEGAL EDUCATION Practical and insightful, groundbreaking and foundation building—we have a program for every legal professional. Learn More LAW FIRM MARKETING Propel your marketing efforts, acquire more clients, design and improve your processes, and achieve your goals for the future. Learn More MEMBER DIRECTORY Find a WealthCounsel attorney in your area. Learn More RESOURCE CENTER Timely, relevant, and practical articles, videos, and downloads created and curated by leading estate planning and business law practitioners. Learn More BLOG Your resource for trending legal news, marketing and practice building advice, answers to frequently asked questions, and tips and tricks. Visit Our Blog -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- BY ATTORNEYS, FOR ATTORNEYS State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently. Why WealthCounsel? X State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently. Why WealthCounsel? X CREATED BY ATTORNEYS, FOR ATTORNEYS THE WEALTHCOUNSEL ADVANTAGE WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. 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. COMPLIMENTARY ON-DEMAND AND LIVE CLE Choose from hundreds of complimentary on-demand webinars and resources, and attend in-person or virtual learning events. CUSTOMER SUPPORT & TRAINING Get personalized assistance from your dedicated Member Support Specialist as well as 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 monthly marketing content, including newsletters, grab-and-go presentations, blog posts, and more with a Marketing Source subscription. LEGAL SOFTWARE SECURE CLOUD-BASED SOFTWARE WealthCounsel provides superior, online document-drafting software for estate planning, elder law, and business law attorneys. Compatible with both Mac and PC, WealthCounsel’s customizable software allows you to securely access your files in real time to collaborate anytime, anywhere. > > > < < > > < > < < > > < > < < > > < > < < < ESTATE PLANNING Wealth Docx, our flagship software, enables you to efficiently create a wide range of estate planning documents for basic and sophisticated plans using dynamic guided questions, 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 questions to draft documents for business formation, operations, exit planning, business succession, and client communications. TRUST ADMINISTRATION As a comprehensive solution, Wealth Tracx provides 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 guided questions, Gun Docx provides a comprehensive approach for creating customizable firearms trusts for conventional and National Firearms Act firearms planning. " “WHEN YOU COMPARE THE VALUE THAT YOU GET FROM NOT ONLY THE CALIBER OF THE DOCUMENTS BUT ALSO THE ABILITY TO NETWORK WITH YOUR PEERS ACROSS THE NATION, AND THE ONGOING SUPPORT THAT YOU GET TO ENSURE THAT YOUR PLANS ARE WORLD-CLASS—I DON'T THINK YOU'RE GONNA FIND THAT ANYWHERE ELSE.” - LORI BEIGHT, JD - MEMBER SINCE 2012 " “AS A TRANSITIONING ATTORNEY, I HAD TWO VERY AMBITIOUS GOALS—TO GET UP TO SPEED IN THE LEGAL TECHNICAL FIELD AND TO GET MY PRACTICE DEVELOPED AND PROFITABLE QUICKLY. MY WEALTHCOUNSEL MEMBERSHIP HELPED ME ACCOMPLISH BOTH GOALS!” - NATALIA KABBE, JD - MEMBER SINCE 2007 " “I WISH I WOULD HAVE FOUND WEALTHCOUNSEL MUCH SOONER IN MY PRACTICE THAN I DID. I SPENT MANY YEARS SPINNING MY WHEELS, YOU KNOW, TRYING TO DO IT ON MY OWN, BUT FINDING THIS GREAT COMMUNITY HAS BEEN JUST A HUGE BENEFIT.” - DAVE LEDBETTER, JD - MEMBER SINCE 2006 " “THERE IS NO COMPARABLE ORGANIZATION OR DOCUMENT PREPARATION I HAVE SEEN—AND I HAVE RESEARCHED AND TRIED MANY OF THEM—THAT WILL HAVE A RETURN ON INVESTMENT THAT COMES CLOSE TO WHAT WEALTHCOUNSEL OFFERS.” - MICHELLE BUTLER, JD - MEMBER SINCE 2018 IN-PERSON & VIRTUAL EVENTS View Events Learn More . , Register HOW CAN WE HELP? Need more info about membership, drafting software, CLE, or our other practice solutions? No problem! Just let us know how to reach you by filling out this form. EMAIL information@wealthcounsel.com PHONE (888)659-4069 ADDRESS 3 2nd Street, Suite 501, Jersey City, NJ 07302 GET THE PREMIER MAGAZINE FOR INDUSTRY THOUGHT LEADERS Subscribe to WealthCounsel Quarterly 3 2nd Street, Suite 501, Jersey City, NJ 07302 T: (888)659-4069 information@wealthcounsel.com Products Software Law Firm Marketing Company About Us Leadership Press Room Careers Integration Partners Become an Integration Partner WealthCounsel Store Visit the Store Resources Continuing Legal Education Law Firm Marketing Member Directory Resource Center Blog -------------------------------------------------------------------------------- © 2024 WealthCounsel, LLC All rights reserved. /Contact Us /Privacy Policy /Terms of Service Also of Interest * Trusts & Estates * Business Law * Trust Administration Live Chat