We respect attorney-client confidentiality. No tracking pixels in our emails.
Estate planning document drafting software and attorney network providing Wealth Docx and related tools to estate planning and elder law attorneys.
Quick checks before evaluating this tool for legal work.
Facet data pending
Paid starts at Contact for pricing.
Security signals pending
Source links pending
Independent review pending
Use these non-brand research paths when evaluating whether WealthCounsel belongs on a legal AI shortlist for your workflow, firm profile, or procurement stage.
The current score record is withheld until the editorial review has a documented completion date. Read the review methodology.
Estate Planning
Canada's leading online platform for creating legally valid wills and powers of attorney, serving residents across all provinces.
Hands-on review pending
Estate Planning
Digital estate planning and document vault platform that helps individuals organize, store, and securely share critical life and end-of-life information with family and advisors.
Hands-on review pending
Estate Planning
Affordable online estate planning platform that lets families create, store, update, and share wills, trusts, and related documents in one place.
Hands-on review pending
WealthCounsel was founded in 1997 by attorneys and has served estate planning and elder law practitioners for over 25 years. The company was acquired by LEAP Legal Software in December 2021 and now operates as part of LEAP's global legal practice management ecosystem. WealthCounsel hosts a nationwide collaborative of member attorneys focused on estate and wealth transfer planning.
The flagship product, Wealth Docx, is a cloud-based document drafting system that uses dynamic guided questions and scenario-based workflows to generate a wide range of estate planning instruments, including revocable trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and business succession documents. Additional modules include Elder Docx for Medicaid and elder law documents, Business Docx for entity and succession planning, and Wealth Tracx for client asset and beneficiary tracking.
WealthCounsel integrates with practice management platforms including Clio, and through LEAP's ecosystem, connects document drafting with matter management, time tracking, and billing workflows. All documents are accessible via cloud with real-time collaboration across office staff.
WealthCounsel's combination of document drafting software, continuing legal education (CLE), and a peer attorney network provides a membership model that goes beyond software alone. For estate planning attorneys, this means access to updated document templates, legal education, and a community for practice development rather than a standalone drafting tool.
Hands-on review pending.