WealthCounsel, LLC


Recent Posts

How to Market and Grow Your Elder Law Practice

By WealthCounsel, LLC on Nov 8, 2017 7:55:00 AM

office-2820890_1920_featured

If you’re reading this then you've decided to expand your practice by adding elder law. Or perhaps you’ve already gotten into elder law but you’ve struggled when it comes to attracting new clients and growing your practice. In either case, you’ve made a wise choice in entering one of the most lucrative and personally rewarding segments of law.

Topics: Elder Law
Continue Reading

Your First Elder Law Client Consultation: What You Need to Know

By WealthCounsel, LLC on Nov 7, 2017 9:45:00 AM

First-Elder-Law-Client-Consultation

Don't let nerves get the best of you. Here's how to handle your very first consultation like the pro you are.

Like any “first,” your first client consultation as an elder law attorney can feel intimidating. After all, as the saying goes, you never get a second chance to make a first impression. But before you let your nerves get the best of you, remember that simple preparation is the key to nailing that first client meeting.

Topics: Elder Law
Continue Reading

Innovative, Cloud-Based Document Drafting Software Gives Estate Planning Attorneys Flexibility, Security

By WealthCounsel, LLC on Oct 27, 2017 8:00:00 AM

  • Accessible, cloud-based document drafting software lets attorneys draft securely from anywhere, on any device, providing a “virtual office”

  • Improves collaboration, eliminates common drafting errors, and simplifies editing, saving attorneys time that they can spend focusing on client relationships

  • Includes ancillary documents specific to each U.S. state

  • Document Set View lets you see all ancillary documents in one place

  • Add-a-clause feature enables attorneys to create their own clause libraries

SALT LAKE CITY — WealthCounsel, the nation’s leading provider of document drafting software for estate planning attorneys, today announced Wealth Docx® online, an enhanced, cloud-based version of its traditional software solution. Now attorneys throughout the country can draft estate planning documents more efficiently and securely while improving collaboration and gaining real-time access to ancillary documents specific to every U.S. state.

Continue Reading
  • There are no suggestions because the search field is empty.