WealthCounsel is a cloud-based legal software platform designed specifically for estate planning, elder law, business law, and trust administration attorneys. Created by attorneys for attorneys, it provides comprehensive, secure, and customizable document-drafting solutions that help legal professionals efficiently create accurate, sophisticated legal documents. WealthCounsel also offers ongoing live and on-demand continuing legal education (CLE), expert support, and a collaborative nationwide attorney community to support practice growth and professional development. The software is accessible on both Mac and PC, allowing real-time collaboration from anywhere.
Key Features
Secure, cloud-based document drafting software customized for estate planning, elder law, business law, and trust administration.
Dynamic guided interviews and scenarios that enable efficient creation of complex legal documents.
Complimentary live and on-demand CLE webinars and educational resources for continuous attorney development.
Dedicated customer support, training, and a nationwide attorney community for collaboration and practice building.
Use Cases
Drafting a wide range of estate planning documents, from simple wills to complex tax and business planning strategies.
Generating elder law documents including special needs and Veterans’ pension planning.
Managing trust administration processes including asset tracking, reports, ledgers, and task management.