WealthCounsel, LLC

WealthCounsel, LLC WealthCounsel Membership is tailor-made for today's estate planning and elder law attorneys.

WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. Our robust online document drafting solutions make working from anywhere a reality, while our coaching programs and a vast catalog of o

n-demand and live continuing education opportunities empower you to build and maintain a law practice that fits your life. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. Contact us to schedule a demo and learn more about how our software can help improve your practice.

Secure your virtual seat for the next Estate Planning Bootcamp! This popular course is designed to help you gain foundat...
06/02/2026

Secure your virtual seat for the next Estate Planning Bootcamp! This popular course is designed to help you gain foundational knowledge on fundamental estate planning concepts and develop successful practice-building skills to confidently serve estate planning clients. Learn more here: https://bit.ly/3RHABPg

06/01/2026

Connect with fellow WealthCounsel members at one of our state forum meetings this month! These in-person and virtual gatherings offer valuable insights into state-specific issues and bring together local practitioners to share resources and collaborate. Find a forum meeting here: https://bit.ly/3vnVRyt

What a way to close out National Elder Law Month! WealthCounsel is excited to be in Milwaukee, WI, for the NAELA 2026 An...
05/29/2026

What a way to close out National Elder Law Month! WealthCounsel is excited to be in Milwaukee, WI, for the NAELA 2026 Annual Conference. If you're here, stop by our booth!

For attorneys looking to master elder law, a WealthCounsel membership provides unparalleled resources. Elder Law Professional and Elite members gain access to Elder Docx™, our cloud-based document-drafting software for world-class elder law, special needs planning, and Veterans’ pension planning documents. Plus, enjoy expert educational resources, a collaborative nationwide community, and unlimited support.

Legal professionals face anxiety, burnout, & depression. Kick off Professional Wellness Month in June by joining our Jun...
05/29/2026

Legal professionals face anxiety, burnout, & depression. Kick off Professional Wellness Month in June by joining our June 4 webinar that will address mental health issues in the legal industry, warning signs, and practical solutions to help.

This course is eligible for 1.0 Competence, Substance Abuse, Mental Health, or Ethics Credit, depending on your state. Learn more: https://bit.ly/4fC2B0m

We are having a fantastic time here at the Florida Bar 2026 RPPTL Convention! Between the seminars, make sure you save t...
05/28/2026

We are having a fantastic time here at the Florida Bar 2026 RPPTL Convention! Between the seminars, make sure you save time to stop by our booth! As a company built by attorneys for attorneys, WealthCounsel provides the innovative resources and drafting software you need to elevate your practice and achieve success. We can't wait to connect with you!

During next month’s Trusts & Estates In Focus webinar, we’ll take a comprehensive look at designing and implementing sup...
05/28/2026

During next month’s Trusts & Estates In Focus webinar, we’ll take a comprehensive look at designing and implementing superior, multilayered plans using LLCs for asset protection. Learn more and secure your spot: https://bit.ly/4tN2qmB

Maximize your conference experience by attending a precursor on September 22! This year, we are excited to offer two p...
05/27/2026

Maximize your conference experience by attending a precursor on September 22! This year, we are excited to offer two precursor options—Business Law for Estate Planners and Advanced Topics in Estate Planning! Learn more about each session’s agenda here: https://bit.ly/4dXk2GD

As your clients’ questions about elder law and long-term care continue to increase, are you left wondering how to proper...
05/26/2026

As your clients’ questions about elder law and long-term care continue to increase, are you left wondering how to properly address their concerns? Is it time to take these clients on yourself?

Join us next Tuesday, June 2, for a practice-building webinar presented by WealthCounsel’s elder law faculty, Zach Bloxham!

Zach will walk through how to seamlessly add elder law to an estate planning practice, including a clear roadmap of how to get started, find clients, and streamline consultations.

Register here: https://bit.ly/4wKC73g

This Memorial Day, we honor and remember the brave people who made the ultimate sacrifice for our freedom. Their legacy ...
05/25/2026

This Memorial Day, we honor and remember the brave people who made the ultimate sacrifice for our freedom. Their legacy will not be forgotten.

Our offices will be closed on Monday, May 25, in observance of Memorial Day. We will resume our regular business hours on Tuesday, May 26.

Gain valuable insights on complex client issues like trustee removal and succession planning in the latest issue of the ...
05/22/2026

Gain valuable insights on complex client issues like trustee removal and succession planning in the latest issue of the WealthCounsel Quarterly—the premier legal magazine for estate planning and elder law professionals. Subscribe here: https://bit.ly/3VvzbWr

Address

Jersey City, NJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18446853256

Website

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