How to Build Your Own WealthCounsel
Replace WealthCounsel with a custom build. Estate Planning Software, CLE and Legal Document Software for Attorneys By Attorneys, For Attorneys
Build Difficulty: 5/5
Build a working replacement in a weekend with AI tools
Estimated Timeline
Based on 19 features at Weekend Project difficulty, expect about One weekend with AI-assisted development.
Recommended Tech Stack
Full-stack React framework with API routes and server components
PostgreSQL database, auth, and real-time subscriptions
Utility-first styling for rapid UI development
Key Features to Replicate
Top features across 8 categories. See all 19 features
Document Drafting(4 features)
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
Education(2 features)
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
Marketing(2 features)
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
Trust Administration(2 features)
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
Cloud Storage & Security(1 features)
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(1 features)
Coaching programs designed to help attorneys build and grow their law practices
Collaboration(1 features)
Enables secure access and collaboration on documents anytime, anywhere
Community(1 features)
Nationwide community of like-minded professionals to collaborate, share knowledge and drafting resources, and refer business
Cost Calculator
Pricing data not available for WealthCounsel. Check their website for current pricing.