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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
DD
David D.
02/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Disappointed customer

This was a complete waste of money. I did not find that I like this software program, except that it gave me continuing legal education, even if I couldn't follow them.
JB
Jacqueline B.
02/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Convenient

The explanations it provides for what information to provide
Verified User in Law Practice
AL
Verified User in Law Practice
02/07/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Top of the Line

The Wealth Counsel system offers excellent educational resources for the estate planning attorney and a great platform to connect with othe practitioners.

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