Draft anytime, anywhere with Wealth Docx® online and Business Docx® online. WealthCounsel’s premier drafting software helps you draft efficiently, effectively, and confidently every time. Integration with client management solutions like Clio® makes the process even easier for you and your staff to be consistent and streamline office workflow. Features like custom clauses, document sharing, and thorough client interviews (to name a few) will change the way you draft documents and change the way you practice.
More than just CLE credits—WealthCounsel provides thoughtful, in-depth updates on the latest industry changes as well as the basic information you need to get started in the field. Learn the latest drafting techniques, how to navigate tricky family dynamics, and feel confident that you understand the relevant tax laws. Learn what you need to know, how and when you want to learn it: WealthCounsel Learning offers education in several formats including live and on-demand webinars, in-person programs, and blogs.
WealthCounsel members enjoy being part of a robust community of fellow attorneys from around the country. Online, WealthCounsel members have private message boards for sharing documents, recommendations, and questions with members and WealthCounsel staff. In person, WealthCounsel hosts several events around the country each year, including state forum meetings and an annual Symposium conference. No matter your preference, WealthCounsel offers a way to help you connect with your colleagues.
