WealthCounsel, L.L.C.
You could say that WealthCounsel was started by friends In 1997, a close-knit group of nine estate planning attorneys joined together with ambitions to educate estate planners and guide the planning process. The group quickly identified a gap in the market–the lack of an advanced automated drafting system–and Wealth Docx was born. Today, WealthCounsel offers a robust suite of products and ser
You could say that WealthCounsel was started by friends In 1997, a close-knit group of nine estate planning attorneys joined together with ambitions to educate estate planners and guide the planning process. The group quickly identified a gap in the market–the lack of an advanced automated drafting system–and Wealth Docx was born. Today, WealthCounsel offers a robust suite of products and services for over 4,000 attorney members nationwide. But our founders could have never foreseen the deep sense of community and family our members would feel. This culture of sharing and inclusiveness is unique to WealthCounsel, and it brings a sense of pride to us all. Our vision for the future is steadfast. With the help of our members, we’ll continue to develop the tools and technologies that ambitious practices can use with confidence. We’ll develop educational programs that adapt to the demands of an ever-changing legal marketplace. And we’ll continue to champion our member attorneys’ personal and professional success by growing our community and helping it thrive.
Address: PO Box 44403, Madison, WI 53744, USA
Phone: +1 888 659 4069
FAX:
