Freedom251 › Legal Document Automation Software
WealthCounsel
What WealthCounsel is
WealthCounsel is cloud-based legal drafting software for estate planning and elder law attorneys. Its suite includes Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses interviews, scenarios, and customization tools to prepare estate-planning documents from basic to complex. Wealth Tracx supports trust administration with asset tracking, reports, ledgers, tasks, documents, and related resources. Client Intake provides mobile-friendly online forms with autosaving, a progress dashboard, and unlimited forms for clients and prospects. The maker lists integrations with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The software is described as usable on computers, tablets, and phones, and membership includes personalized Member Services assistance, unlimited software support, educational resources, and a nationwide attorney network for collaboration, drafting resources, and referrals. Membership options range from Wealth Docx Core to packages combining multiple products. Membership is paid, with no free plan listed; pricing varies by firm user count and selected products, and exact pricing is available by scheduling a call.
Who it suits
It suits estate planning and elder law attorneys and firms that need document drafting, trust administration, or client intake tools. The product range also serves firms seeking attorney education, support, and collaboration resources.
What it does well
- Wealth Docx handles basic to complex estate documents.
- Wealth Tracx includes asset tracking and task management.
- Client Intake allows unlimited forms and autosaving.
- Integrations include LEAP, Clio, and PracticePanther.
- Membership includes unlimited software support.
What to know first
- No free plan is listed.
- Exact pricing requires a call.
- Pricing depends on firm size and selected products.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Trusts & Estates Professional | Wealth Docx® Complete · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products | On request |
| Elite | Wealth Docx® Complete · Elder Docx™ · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products | On request |
| Essential | Wealth Docx® Core · membership pricing depends on firm user count and selected products | On request |
| Elder Law Professional | Wealth Docx® Core · Elder Docx™ · membership pricing depends on firm user count and selected products | On request |
| WealthCounsel + LEAP | Elite membership benefits · LEAP Practice Management Solution · membership pricing depends on firm user count and selected products | On request |
As wealthcounsel.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the WealthCounsel website.
- Choose a membership option based on the products the firm needs.
- Schedule a call to get exact pricing for the firm’s user count and selected products.
- Use the cloud-based software on a computer, tablet or phone.
Verdict
WealthCounsel brings estate and elder law drafting, trust administration, and client intake into a cloud-based suite. Firms should note that pricing is customized and requires a call to obtain an exact figure.
Questions
How much does WealthCounsel cost?
Pricing is on request. Membership pricing depends on the number of users in the firm and the products selected; exact pricing is available by scheduling a call.
Does WealthCounsel have a free plan?
No. WealthCounsel is listed as paid, with no free plan.
Which platforms can I use it on?
The listed platforms are Android, iOS, macOS, web and Windows. The maker describes the drafting software as cloud-based and usable on a computer, tablet or phone.
Which membership options are listed?
Options include Essential, Elder Law Professional, Trusts & Estates Professional, Elite and WealthCounsel + LEAP. Their prices depend on firm user count and selected products.
What services does WealthCounsel integrate with?
The maker lists LEAP, Clio, DecisionVault, PracticePanther and Eternal Pro.
Who is WealthCounsel for?
WealthCounsel describes its audience as estate planning and elder law attorneys and their firms.
Facts from WealthCounsel's own pages
- Client intake
- Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. · wealthcounsel.com, 2 Oct 2026
- Drafting products
- Its drafting products include Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. · wealthcounsel.com, 2 Oct 2026
- Education and community
- Membership includes educational resources and access to a nationwide network of attorneys for collaboration, drafting resources, and referrals. · wealthcounsel.com, 2 Oct 2026
- Estate planning
- Wealth Docx uses dynamic interviews, scenarios, and customization tools to create basic to complex estate planning documents. · wealthcounsel.com, 2 Oct 2026
- Founded
- 2000 · wealthcounsel.com, 28 Sept 2026
- Headquarters
- 3 2nd Street, Suite 803, Jersey City, NJ 07302, United States · wealthcounsel.com, 28 Sept 2026
- Integrations
- The maker lists integrations with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. · wealthcounsel.com, 2 Oct 2026
- Platform and access
- The maker describes its drafting software as cloud-based and compatible with Mac and PC, and says it can be used on a computer, tablet, or phone. · wealthcounsel.com, 2 Oct 2026
- Pricing limit
- Membership pricing depends on the number of users in the firm and the products selected, and the maker asks prospects to schedule a call for exact pricing. · wealthcounsel.com, 2 Oct 2026
- Purpose
- WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. · wealthcounsel.com, 2 Oct 2026
- Security
- The maker says its cloud software uses industry-leading standards to store files securely and allow access wherever and whenever needed. · wealthcounsel.com, 2 Oct 2026
- Support and training
- Membership includes personalized assistance from Member Services and unlimited support from the Software Support team. · wealthcounsel.com, 2 Oct 2026
- Trust administration
- Wealth Tracx includes asset tracking, reports, ledgers, task management, documents, and supporting resources for trust administration. · wealthcounsel.com, 2 Oct 2026
- Who it serves
- WealthCounsel describes its audience as estate planning and elder law attorneys and their firms. · wealthcounsel.com, 2 Oct 2026
Where WealthCounsel stands on Freedom251
- Legal Document Automation Software#21 of 31
- Estate Planning Software#19 of 24