WealthCounsel

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.