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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 Law Practice
UL
Verified User in Law Practice
02/06/2019
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Robust

Wealthdocx accounts for just about any issue an estate planning attorney may face when drafting an estate plan. It teaches you and reassures you along the way.
Verified User in Law Practice
UL
Verified User in Law Practice
02/06/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

A great option for the sole practitioner

As a solo practitioner, I love that I have the brainpower of WealthCounsel behind me and access to a very generousl group of colleagues with incredible experience and wisdom.
Verified User in Legal Services
AL
Verified User in Legal Services
02/05/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

WealthCounsel keeps me current

I appreciate WealthCounsel's approach to education and keeping their documents current. I also love the flexible drafting approaches so that I have many sizes for the variety of clients.

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