WealthCounsel's asset
WealthCounsel

@eldercounsel.com

WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).

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About

Description

ElderCounsel, a trusted brand in the legal field, has been assisting estate planning attorneys and business lawyers in practicing excellence for over twenty years. This brand, in conjunction with WealthCounsel, offers a comprehensive range of products and services designed to meet the needs of its members. ElderCounsel provides a complete suite of interactive templates for drafting wills, living trusts, client letters, and trust protector supporting documents through their Core Estate Planning Software, Wealth Docx®.


They also offer a cloud-based document drafting software, Elder Docx™, specifically developed for elder law, special needs, and Veterans pension planning documents. In addition to estate planning solutions, ElderCounsel offers software for business law practitioners called Business Docx®, ideal for customizing planning documents for different phases in a business's life cycle. The brand also provides Trust Administration Software through Wealth Tracx® to equip attorneys with all the necessary tools and resources for trust administration services.


Furthermore, ElderCounsel offers a specialized Firearms Planning Software called Gun Docx®, providing a comprehensive approach to firearms trusts. Members of ElderCounsel can benefit from secure cloud-based software, complimentary on-demand and live CLE training, customer support, Attorney Community Events, and access to a wealth of resources including continuing legal education programs, practice building webinars, and practical articles. ElderCounsel's mission is to transform the practice of law, empowering attorneys to help individuals create, preserve, and pass on their legacies.


With a commitment to excellence, a collaborative work culture, and a comprehensive range of solutions, ElderCounsel is a trusted partner for attorneys seeking support, efficiency, and success in their legal practice

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Company Type

Partnership

Company Size

11-50

Year Founded

2008

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