WealthCounsel
Agent42Agent Readiness: 42/100. Above median. Measured by StartupHub.ai. Median 41.Legal tech platform for estate planning attorneys, streamlining document creation and practice management.
About
WealthCounsel offers cloud-based estate planning, elder law, and business law software for attorneys, including interactive templates for wills, trusts, and specialized legal documents. They also provide CLE training, customer support, and an attorney community. Their memberships cater to various legal professional needs, from core estate planning to comprehensive elder law and business solutions.
Key facts
At-a-glance profile data
- Website
- wealthcounsel.com
- Headquarters
- Salt Lake City, United States
- Founded
- 2001
- Employees
- 174
- Total funding
- -
- Business model
- B2B
WealthCounsel pricing
| Plan | Price |
|---|---|
| EliteAccess to Wealth Docx Complete, Access to Elder Docx, Access to Business Docx | Not listed |
| Trusts & Estates ProfessionalAccess to Wealth Docx Complete, Access to Business Docx, Access to Wealth Tracx | Not listed |
| Elder Law ProfessionalAccess to Wealth Docx Core, Access to Elder Docx | Not listed |
| EssentialAccess to Wealth Docx Core | Not listed |
| WealthCounsel + LEAPAll Elite membership benefits, LEAP practice management integration | Not listed |
No prices listed on page. Membership benefits described only.
Plans as published by WealthCounsel, checked September 2026. Current prices on wealthcounsel.com
Tech stack
Detected on wealthcounsel.com, last scanned 15 Oct 2026. Run your own scan
- Frontend
- Alpine.js, Tailwind CSS
- Analytics
- Google Analytics 4, Google Tag Manager, Segment, LinkedIn Insight Tag, Meta Pixel
- Support
- HubSpot
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Email marketing
- HubSpot Forms
- Cookie consent
- OneTrust
Frequently asked
How many employees does WealthCounsel have?
WealthCounsel has approximately 174 people on record.
