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Mar 25, 22 (Updated: Aug 01, 22)

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1. Wealthcounsel.com
Curious Puerto Vallarta, Mexico 3 years ago

WealthCounsel Estate Planning Software, CLE and Legal ...

https://www.wealthcounsel.com/

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

Social Handles

Wealthcounsel.com Official Pages

Business Docx® Software
About Us
The WealthCounsel Advantage
Leadership
Events
Resource Center
WealthCounsel, LLC
Contact Us
Secure Cloud-Based Software

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2025-08-19 13:13:03 200 254 Page Active
2025-08-11 04:26:39 200 30 Page Active
2025-08-05 06:24:45 200 62 Page Active
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2. Estateplanning.com
Critic India 3 years ago

Estate Planning Information, Answers, Attorneys

https://www.estateplanning.com/

Peace of mind, professional results. Understand the basics of estate planning and find an attorney to guide you through the process. Find an estate planning ...

8
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3. Lawmatics.com
Teacher France 3 years ago

WealthCounsel Integration - Lawmatics Knowledge Base

https://help.lawmatics.com/article/222-wealthcounsel-integration

The “Authorize” button that users will see within WealthCounsel's website ... will require them to login if they are not already logged in) ...

4
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4. Crunchbase.com
Refiner Salt Lake City, UT, USA 3 years ago

WealthCounsel, LLC - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/wealthcounsel-llc

WealthCounsel is a legal services company offering legal software and law ... View contacts for WealthCounsel, LLC to access new leads and connect with ...

6
1
5. Pwmprivatewealth.com
Legendary 3 years ago

PWM Private Wealth Counsel: Saskatchewan Financial ...

https://pwmprivatewealth.com/

Financial advisors Kevin Hegedus and Kevin Haakensen lead the PWM Private Wealth Counsel award winning team to ensure maximum wealth creation.

4
1
6. Wealthmanagement.com
Refiner 3 years ago

WealthCounsel Staff | Wealth Management

https://www.wealthmanagement.com/author/WealthCounsel-Staff

WealthCounsel is a membership community of more nearly 4000 professionals who are leading their estate planning practices to new levels of excellence and ...

7
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7. Clio.com
Disciplined Plano, TX 3 years ago

WealthCounsel – Help Center - Clio Support

https://support.clio.com/hc/en-us/articles/360000252014-WealthCounsel
8
1
Outspoken London, United Kingdom 3 years ago

Clio and WealthCounsel Integration

https://www.clio.com/app-directory/wealthcounsel/

WealthCounsel is a membership-based organization providing estate and business planning attorneys with industry-leading legal document drafting software, ...

6
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8. Richmondstandard.com
Refiner Miami, FL, United States 3 years ago

Wealth counsel login - Richmond Standard

https://staging.richmondstandard.com/bza54f/wealth-counsel-login.html

wealth counsel login Then it helps you create your own plan for getting there. ... iA Private Wealth is a trademark and business WealthCounsel and ...

2
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9. Truepointwealth.com
Populist Michigan 3 years ago

Truepoint Wealth Counsel: Wealth Management Cincinnati

https://truepointwealth.com/

Fee-only wealth management firm based in Cincinnati, OH. Helping clients achieve financial peace of mind since 1990. Speak with an advisor today.

5
1
Explainer 3 years ago

Our History - Truepoint Wealth Counsel

https://truepointwealth.com/our-history/

Michael J. Chasnoff starts an RIA (registered investment advisor) firm with LKCD Financial. 1990. 1990, Founded. Michael embraces his entrepreneurial spirit ...

2
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10. Petmeckylaw.com
Outspoken San Francisco, CA 3 years ago

wealthcounsel-login | Robert Petmecky - Petmecky Law Group

https://petmeckylaw.com/home/wealthcounsel-login/

wealthcounsel-loginTom2017-03-17T15:16:10+00:00. Petmecky Law Group, LLC 158 Lakeside Dr., #1507. Waleska, GA 30183. Office: (404) 408-5974 | Get Directions

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11. Ca.gov
Informed Ireland 3 years ago

Certification Provider Details

https://apps.calbar.ca.gov/members/cert_detail.aspx?PID=13853&SpecCode...

WEALTHCOUNSEL LLC (WA). Speciality Certification, Estate Planning, Trust & Probate Law. Contact Address, P.O Box 71188. Salt lake City, UT 84171. Contact, Mona ...

6
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12. Lawyerswithpurpose.com
Explainer 3 years ago

David J. Zumpano - Lawyers With Purpose

https://www.lawyerswithpurpose.com/meet-our-team/meet-david-zumpano/

... Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch.

2
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13. Daytonestateplanninglaw.com
Guru 3 years ago

WealthCounsel Estate Planning Strategies - Gudorf Law Group

https://www.daytonestateplanninglaw.com/wealthcounsel-estate-planning-...

Click on the links below to read each chapter or the complete ebook, or right-click the links to download for reading later. Wealth Counsel Estate Planning ...

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14. Pinaforewealth.com
Informed 3 years ago

Client Login | Pinafore Wealth Counsel

https://pinaforewealth.com/client-login/

Client Login. Pinafore ensures that you will be able to access your most current financial information at any time. We provide the following resources that ...

8
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15. Renaissancewealth.net
Legendary India 3 years ago

Renaissance Wealth Counsel | Sprague Kolp & Bob Kolp

http://www.renaissancewealth.net/

Renaissance Wealth Counsel is a boutique firm with a wide breadth of wealth management skills, experience, and a dedication to our clients' goals.

8
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16. Viceroywealth.com
Outspoken Kolkata, India 3 years ago

Viceroy Wealth Counsel

https://www.viceroywealth.com/

Viceroy Wealth Counsel proactively serves our clients with discipline, and consistency, by offering customized financial counsel, in an overly noisy ...

4
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17. Yourvalley.net
Reviewer Tshwane, South Africa 3 years ago

Estate planning attorneys gather in Scottsdale for ...

https://yourvalley.net/stories/estate-planning-attorneys-gather-in-sco...

Log in · Advertise · Events · Subscribe · Support Us ... Estate planning attorneys gather in Scottsdale for WealthCounsel conference.

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Frequently Asked Questions

How much does WealthCounsel membership cost?

Initial Purchase Cost
2nd Year Licensing Total 1st & 2nd Year Costs
West FormBuilder™ $2,274 $4,548
Interactive Legal Systems™ $3,760 $8,460
WealthCounsel™ (Basic) $4,764 $12,528
WealthCounsel™ (with Irrevocable Trusts) $5,964 $14,928
3 more rows
•
Apr 28, 2021

What does Wealth counsel do?

WealthCounsel provides superior online document drafting software for estate planning and business law attorneys. Compatible with both Mac and PC, WealthCounsel's customizable software allows you to securely access your files in real time to collaborate anytime, anywhere.

What is wealth DOCX?

Wealth Docx is cloud-based document drafting software that allows you to create world-class estate planning documents anywhere, on any device.

Related Videos

How do you use wealth counsel?

Is Post Helpful?

Recent Tweets By wealthcounsel

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@WealthCounsel Even if you are not a WealthCounsel member, you can still access relevant blogs posted weekly on our website to help you stay well-informed. Learn more here: https://t.co/3XZCGXzCoD https://t.co/qjuw9h9auM
2022-12-29 04:15:13
Lamp
@WealthCounsel Through our forums, WealthCounsel members gather both in-person and virtually to explore relevant topics for their #businesslaw and #estateplanning practices. Learn more about our state, regional and topical forums here: https://t.co/zWzzno9iAy https://t.co/hW78AFNUvL
2022-12-28 04:47:08
Lamp
@WealthCounsel Are you an #estateplanning attorney looking to expand your client base and increase your revenue by adding #businessplanning to your practice? Get tips, tricks, and how-tos to get you started by watching this video. Click the link below: https://t.co/9cWw3AsayD
2022-12-27 05:07:04
Lamp
@WealthCounsel WealthCounsel provides on-demand education, webinars, practice-building coaching, and software-specific training to help estate planning and business attorneys succeed. Learn more about our membership benefits and unlimited customer support here: https://t.co/B163wiyJDa https://t.co/maz3x2HGGv
2022-12-26 04:53:06
Lamp
@WealthCounsel Happy Holidays from the WealthCounsel family. Wishing you and yours all the best! #HappyHolidays https://t.co/EyyPYCTv3i
2022-12-25 05:50:11
Lamp
@WealthCounsel WealthCounsel membership allows you to be a part of a collegial community filled with thought leaders and longtime experienced attorneys within your industry. Learn more here: https://t.co/HSgtmQamOw https://t.co/10UYmyGRrK
2022-12-24 06:52:06
Lamp
@WealthCounsel As an #estateplanning attorney, being aware of #taxes related to #trusts is essential so you can minimize tax liability for your clients. Be better informed to help you deliver more value to your clients. Read our article here: https://t.co/4GbSFj7QbO
2022-12-23 07:48:04
Lamp
@WealthCounsel Melissa Goikhman, #estateplanning attorney and WealthCounsel member, shares her thoughts on the benefits of our software. Thank you, Melissa, for your feedback. To learn more about WealthCounsel and available software to help your practice, click here: https://t.co/Lp8zDLR9t9 https://t.co/C3zYmZaIpX
2022-12-22 03:55:11
Lamp
@WealthCounsel The generation-skipping transfer tax is an #estateplanning issue that often leads to confusion. Understanding it is vital for your #practice so you can help your client avoid the tax completely where possible. Read our article to learn more here: https://t.co/CU3iLUZa0E
2022-12-21 05:14:04
Lamp
@WealthCounsel National Write a Business Plan month is nearing its end soon. Click here to download our complimentary "Business Planning Clients- Privacy Checklist" to ensure your clients' businesses' privacy policies are compliant with current law and best practices. https://t.co/mDN4BzRtDU https://t.co/NUmD29XkTj
2022-12-20 08:05:07
Lamp
@WealthCounsel A well-informed trustee is a primary key to a successful postdeath trust administration. If you have a client requesting assistance with their #trust, you can come prepared by downloading our Trustee Manual sample by clicking the link below. https://t.co/xo0Rs29WOZ https://t.co/GDP2d1EdYn
2022-12-19 04:54:08
Lamp
@WealthCounsel Married couples need your help to plan for a time when one of them is no longer living. You can help eliminate undue stress with an #estateplan designed to provide for the surviving spouse in a way that provides flexibility. Learn more here: https://t.co/SQnfpZoRmC
2022-12-16 07:34:01
Lamp
@WealthCounsel If your client is a veteran, they may not know they are eligible for a pension benefit that can help pay for in-home care and assisted living. Join Jim Wolverton, J.D. as he presents the trusts and estates in-focus webinar today at 1:00 PM ET. Join here: https://t.co/iZDDar9haV https://t.co/VUUDWKjO3c
2022-12-15 04:13:08
Lamp
@WealthCounsel Would your firm benefit from using interactive online templates for all your #estateplanning needs? From basic will planning to complex trusts and charitable planning solutions, WealthDocx® can help you streamline your processes and work from anywhere. https://t.co/kbieSxBDuz https://t.co/CLYb63LWOW
2022-12-14 06:20:12
Lamp
@WealthCounsel With a growing senior population, addressing dementia as part of the advance directive has become crucial. Join us for the webinar at 1:00 PM ET to learn about how to guide your clients through these difficult decisions. Register by clicking the link here: https://t.co/RjXYeoBR9J https://t.co/NZ9SQbXHfl
2022-12-13 04:51:07
Lamp
@WealthCounsel Give your estate planning or business law practice the gift of a WealthCounsel membership this holiday. With drafting software, education, and a community of collegial attorneys across the country, you will set 2023 as your best year! Learn more here: https://t.co/B163wiyJDa https://t.co/nTgaJXZyLs
2022-12-12 09:04:05
Lamp
@WealthCounsel Jamie Mullarkey, WealthCounsel member and #estateplanning attorney, shares thoughts about the value WealthCounsel has provided over the years. Thanks for your kind words, Jamie! We appreciate you and your uplifting feedback! Learn more here: https://t.co/B163wiyJDa https://t.co/xZrCVXk0aE
2022-12-09 06:51:06
Lamp
@WealthCounsel WealthCounsel has been helping estate planning and business law practitioners for more than 25 years. Learn more about our drafting software and customizable documents, education, community, and support available to our members by clicking the link below. https://t.co/7kLvJ1gjSi https://t.co/5ZXDced4gW
2022-12-08 03:53:28
Lamp
@WealthCounsel Do any of your clients own #cryptocurrency?Their digital assets should be included in their #estateplan. Download our brief to learn more about how virtual assets differ from traditional ones and feel confident when discussing #crypto with your clients. https://t.co/bXgEG3alJu https://t.co/ZoGki870Zm
2022-12-07 06:54:06
Lamp
@WealthCounsel 2023 is quickly approaching, do you have your #newyearsresolution set? As an #estateplanning attorney, you should consider resolutions for your practice. Read our blog for tips to connect with new clients and elevate your practice to new heights in 2023. https://t.co/gzwpPwgjsf
2022-12-06 04:54:03
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140
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