Wealth Docx Estate Planning Software for Attorneys Now Integrates with Clio

By WealthCounsel Staff on Feb 23, 2018 3:02:38 PM

 Use Wealth Docx and draft accurately and efficiently.

Many legal practices rely on a patchwork of different legal software solutions to run their business – one for practice management and another for document prep. However, when your systems don’t talk to one another and you have to re-enter client information, time can be lost and accuracy jeopardized.

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What the New Tax Plan H.R.1 Means for Estate Planning Attorneys

By WealthCounsel Staff on Jan 30, 2018 12:06:22 PM

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H.R.1 provides an opportunity for estate planning attorneys to capitalize on the new rules for tax exemptions. This article highlights some of the most important changes and provide strategies for maximizing your clients’ legacies.

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How Attorneys Can Adapt in Our Era of Mass Customization

By WealthCounsel, LLC on Jan 2, 2018 2:43:01 PM

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One-size-fits-all is over. Want a week's worth of customized menus for your picky eaters or reading list based on your preferences? There's an app for that. From technology to consumer products to services, today's consumers have a wider array of individualized options than ever.

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