WealthCounsel Estate Planning

WealthCounsel has been helping estate planning attorneys and business lawyers by providing online document drafting software. Compatible with both Mac and PC, WealthCounsel’s customizable software allows users to access real-time files and collaborate.

Their flagship application, Wealth Docx aims to enable the user to efficiently create a wide range of estate planning documents from basic to complex using dynamic interviews, scenarios, and customization tools. The solution is presented as a complete solution, offering documents, tools, and supporting resources needed to offer trust administration services to clients, including asset tracking, reports, ledgers, and task management.