WealthCounsel is a trusted brand that offers a wide range of comprehensive estate planning software and services. Their flagship product, Wealth Docx® Complete, is a cloud-based document drafting software that allows you to create estate planning documents anywhere, on any device. It includes interactive templates for drafting basic to complex wills and trusts, as well as a suite of solutions for charitable planning, asset protection, and retirement.

With Wealth Docx® Complete, you can confidently and competently draft customized estate planning documents for your clients. WealthCounsel also provides other specialized software, such as Elder Docx™ for elder law planning, Business Docx® for business law planning, and Gun Docx® for firearms planning. These software solutions offer intelligent, easy-to-use drafting systems for customizing planning documents according to specific legal requirements.

In addition to their software, WealthCounsel offers a wealth of resources and support for members, including complimentary on-demand and live CLE training, attorney community events, practice building webinars, and a robust resource center. Their goal is to empower legal professionals with the tools and knowledge they need to succeed in their estate planning practices