Estate planning
Wealth Counsel
WealthCounsel is a membership organization for estate planning, elder law, and business attorneys, built around cloud-based document drafting software. It is not a law firm and does not represent clients; owners looking for counsel use its public directory to find a member attorney in their area.
Membership is sold in tiers that bundle different drafting products. Essential includes Wealth Docx Core, for wills, living trusts, client letters, and trust protector documents. Elder Law Professional adds Elder Docx, for elder law, special needs, and Veterans pension planning. Trusts & Estates Professional includes Wealth Docx Complete, Business Docx, Wealth Tracx, and Gun Docx, and the Elite tier includes all of them. A combined membership with a practice management platform is also offered.
The software uses interactive templates and guided interviews, with technical legal footnotes on trust provisions and plain-English client summaries. Business Docx covers documents from entity formation through succession, including LLC operating agreements, buy-sell agreements, partnership agreements, and equity and asset purchase agreements. Wealth Tracx handles post-death trust administration with a task list of more than two hundred steps and batch document generation.
Membership also carries continuing legal education, live and virtual events, practice-building webinars, and bootcamp and immersion programs. Pricing depends on the number of users in the firm and the products selected, and is quoted after a scheduled demo.
Best for
Estate planning, elder law, and business attorneys who want drafting software, CLE, and a peer network. Property owners can use the public directory to find member counsel, but WealthCounsel does not itself give legal advice.
What they do
- Estate planning document drafting software
- Elder law, special needs, and Veterans pension drafting software
- Business formation and succession document drafting
- Firearms and NFA trust drafting software
- Trust administration software
- Tiered attorney memberships
- Continuing legal education and live events
- Practice-building webinars and bootcamps
- Public attorney directory
Details
| Attribute | Value |
|---|---|
| How they charge | Membership pricing is based on the number of users in the firm and the products selected, and is quoted after a scheduled demo call. |
What stands out
- Membership tiers bundle different products: Essential includes Wealth Docx Core, while Elite includes Wealth Docx Complete, Elder Docx, Business Docx, Wealth Tracx, and Gun Docx.
- Wealth Tracx includes a customizable trust administration task list of more than two hundred steps, from intake through final administration.
- Drafting software runs in the cloud and includes technical legal footnotes and plain-English client summaries.
- Membership includes complimentary on-demand and live CLE, plus training and customer support.
Common questions
- Which membership includes Wealth Docx Complete?
- Wealth Docx Complete is included in the Trusts & Estates Professional and Elite memberships. Wealth Docx Core, the essential version covering wills, living trusts, client letters, and trust protector documents, is included in the Essential and Elder Law Professional memberships.
- What does Wealth Tracx do?
- Wealth Tracx is trust administration software covering the post-death administration of a trust from start to finish. It provides task groupings for each phase with assignable parent and child tasks, and generates documents such as trustee manuals, valuation and instruction letters, and beneficiary agreements individually or in batches. It integrates with Wealth Docx.
- How is membership priced?
- Membership pricing is based on the number of users in the firm and on which products fit the practice. WealthCounsel asks prospective members to schedule a call to discuss goals, preview the software, and settle on a membership, rather than publishing a rate card.