WealthCounsel: Empowering New and Transitioning Estate Planners

By WealthCounsel Staff on May 11, 2018, 12:32:28 PM

New-to-Estate-Planning

Law itself is a demanding industry. It requires practitioners to constantly keep abreast with, and adapt to, legislative changes. It demands a keen eye with an attention to detail, as well as the ability to see how strategic plans fit within clients larger estate planning goals. Unlike other businesses, attorneys have strict advertising ethical guidelines to adhere to, hampering their ability to advocate for their services and compete with cheaper do-it-yourself legal solutions.

Continue Reading

Charitable minds. Legacies of compassion. Introducing WealthCounsel Stands.

By WealthCounsel Staff on Apr 6, 2018, 11:28:43 AM

Blog1.5

Crafting lasting legacies is what estate planning is all about. At WealthCounsel, we help attorneys draft legacies to have a steadfast, positive impact on their clients and their clients’ loved ones. But legacies aren’t just legal papers dictating the transfer of assets. At their root, they are the means by which we pass on our stories and take care of our families.

Continue Reading

One for All, All for One: How Wealth Docx® Empowers Attorneys and Paralegals

By WealthCounsel Staff on Mar 9, 2018, 9:50:59 AM

 superhero AdobeStock_101916360

Law firms are constantly looking for ways to maximize efficiency without sacrificing quality and
paralegals have always been instrumental in helping attorneys meet these needs. This short article
discusses how Wealth Docx is not only a great resource for attorneys but how it is also a powerful tool for
paralegals.

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