WealthCounselWealthCounsel
WealthCounsel

WealthCounsel

Legal tech platform for estate planning attorneys, streamlining document creation and practice management.

Website
2001Active174
Rate
Advertise here

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.

Technology stack

detected 2026-06-20
Est. monthly stack spend~$1,380/mo
CDN
Cloudflare
Emailunknown
Stack
Alpine.jsTailwind CSS
Analytics
Google Analytics 4Google Tag ManagerSegmentLinkedIn Insight TagMeta Pixel
Support
HubSpot
Cookie consent
OneTrust
Email marketing
HubSpot Forms
Comments

No comments yet. Be the first to share your take.

Frequently asked

What does WealthCounsel do?

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.

Where is WealthCounsel headquartered?

WealthCounsel is headquartered in Salt Lake City, United States.

When was WealthCounsel founded?

WealthCounsel was founded in 2001.

What industry does WealthCounsel operate in?

WealthCounsel operates in LegalTech, Enterprise Software, Workflow Automation, Document Automation, Practice Management.

How many employees does WealthCounsel have?

WealthCounsel has approximately 174 people on record.