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WealthCounsel

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60 reviews
  • 3 profiles
  • 1 categories
Average star rating
4.4
Serving customers since
1997

Profile Name

Star Rating

38
18
2
0
2

WealthCounsel Reviews

Review Filters
Profile Name
Star Rating
38
18
2
0
2
Verified User in Legal Services
UL
Verified User in Legal Services
02/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent cloud based software without needing separate drafting subscription

The need for a subscription to a third party software solution just to assemble documents is mitigated by the Wealth Docx platform having the ability to assemble off-site built in.
VP
Vlad P.
02/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great writing style and customer service

I really like the style of the writing. It's very unique and logical. Also, great customer service.
Verified User in Law Practice
UL
Verified User in Law Practice
02/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

New to Wealth Docx

Wealth Docx is easy to navigate. I like the working document feature.

About

Contact

HQ Location:
Jersey City, US

Social

@WealthCounsel

What is WealthCounsel?

WealthCounsel is a company that provides comprehensive resources and support for estate planning and business law attorneys. Their services include a suite of automated document drafting software, educational resources, and a community platform designed to enhance the efficiency and expertise of legal professionals. WealthCounsel aims to enable attorneys to deliver high-quality legal documents and advice to their clients by streamlining the drafting process and offering continuous professional development opportunities.

Details

Year Founded
1997