WealthCounsel
WealthCounsel provides a suite of cloud-based estate planning software and resources for legal professionals, enhancing their practice in various law domains.
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Description
WealthCounsel is designed for legal professionals, offering a robust suite of membership options that provide access to specialized estate planning and legal software tools. The membership categories include:
- Elite Membership: Grants access to Wealth Docx® Complete, Elder Docx™, Business Docx®, Wealth Tracx®, and Gun Docx®.
- Trusts & Estates Professional Membership: Includes Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®.
- Elder Law Professional Membership: Offers Wealth Docx® Core and Elder Docx™.
- Essential Membership: Provides access to Wealth Docx® Core.
In addition to these memberships, WealthCounsel features secure cloud-based software solutions tailored for estate planning, elder law, business law, trust administration, and firearms planning. Legal professionals can also benefit from complimentary continuing legal education (CLE), training, and a range of resources designed to enhance their practice and knowledge.
The platform's focus on providing comprehensive tools for document drafting and management allows attorneys to efficiently navigate the complexities of their practice areas. Members can access a wealth of resources, including articles, training videos, and community forums to support their continuous professional development.
For more information, visit the following links:
Features
Wealth Docx® Complete
A comprehensive tool for creating estate planning documents efficiently.
Wealth Tracx®
A management tool for tracking clients' estate planning strategies.
Elder Docx™
Specialized software for drafting elder law documents.
Business Docx®
Facilitates the creation of business-related legal documents.
Gun Docx®
A tool designed for firearms owners to manage legal documentation.
Tags
Documentation & Support
- Installation
- Documentation
- Support
- Updates
- Online Support