WealthCounsel

Uses industry-leading standards to securely store files in the cloud with real-time access and collaboration capabilities, compatible with both Mac and PC

Coaching programs designed to help attorneys build and grow their law practices

Enables secure access and collaboration on documents anytime, anywhere

Nationwide community of like-minded professionals to collaborate, share knowledge and drafting resources, and refer business

Allows customization of document templates for personalized client needs

Provides interactive questions to draft documents for business formation, operations, exit planning, business succession, and client communications

Generates a wide array of elder law, special needs planning, and Veterans' pension planning documents

Provides guided questions for creating customizable firearms trusts for conventional and National Firearms Act firearms planning

Flagship software that enables efficient creation of a wide range of estate planning documents for basic and sophisticated plans using dynamic guided questions, scenarios, and customization tools

Access to hundreds of complimentary on-demand webinars and continuing legal education resources

Ability to attend in-person or virtual learning events for continuing legal education

Professional marketing services to support law practice growth and client acquisition

Monthly marketing content including newsletters, grab-and-go presentations, blog posts, and more to build and grow law practice

Comprehensive reporting and ledger tools for trust administration

Personalized assistance from dedicated Member Services team and unlimited support from Software Support team

Tools for tracking client assets in trust administration

Comprehensive trust administration solution providing all documents, tools, and supporting resources needed to offer trust administration services including asset tracking, reports, ledgers, and task management

Interactive questioning system that guides attorneys through document creation process

Task management tools integrated into trust administration workflows