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SPECIFICTION
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WealthCounsel

wealthcounsel.com

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Spec score 7.0 #27 of 31 in Legal Document Automation Software

What it is

WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. Its product range includes Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses dynamic interviews, scenarios, and customization tools to produce estate-planning documents from basic to complex. Wealth Tracx supports trust administration with asset tracking, reports, ledgers, task management, documents, and resources. Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. Listed integrations include LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The maker describes the drafting software as cloud-based and compatible with Mac and PC, with use on computers, tablets, or phones. Membership includes personalized Member Services help, unlimited software support, educational resources, and access to a nationwide attorney network. Membership pricing depends on firm user count and selected products; exact prices require scheduling a call. No free plan is listed.

Spec sheet

Purpose
WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys.Read 2 Oct 2026 · wealthcounsel.com
Integrations
The maker lists integrations with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro.Read 2 Oct 2026 · wealthcounsel.com
Security
The maker says its cloud software uses industry-leading standards to store files securely and allow access wherever and whenever needed.Read 2 Oct 2026 · wealthcounsel.com
Headquarters
3 2nd Street, Suite 803, Jersey City, NJ 07302, United StatesRead 28 Sep 2026 · wealthcounsel.com
Founded
2000Read 28 Sep 2026 · wealthcounsel.com
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.Read 2 Oct 2026 · wealthcounsel.com
Drafting products
Its drafting products include Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®.Read 2 Oct 2026 · wealthcounsel.com
Education and community
Membership includes educational resources and access to a nationwide network of attorneys for collaboration, drafting resources, and referrals.Read 2 Oct 2026 · wealthcounsel.com
Estate planning
Wealth Docx uses dynamic interviews, scenarios, and customization tools to create basic to complex estate planning documents.Read 2 Oct 2026 · wealthcounsel.com
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.Read 2 Oct 2026 · wealthcounsel.com
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.Read 2 Oct 2026 · wealthcounsel.com
Support and training
Membership includes personalized assistance from Member Services and unlimited support from the Software Support team.Read 2 Oct 2026 · wealthcounsel.com
Trust administration
Wealth Tracx includes asset tracking, reports, ledgers, task management, documents, and supporting resources for trust administration.Read 2 Oct 2026 · wealthcounsel.com
Who it serves
WealthCounsel describes its audience as estate planning and elder law attorneys and their firms.Read 2 Oct 2026 · wealthcounsel.com

Plans and prices

Elder Law Professional Priced on request Wealth Docx® Core · Elder Docx™ · membership pricing depends on firm user count and selected products Read 2 Oct 2026 · wealthcounsel.com
Elite Priced on request Wealth Docx® Complete · Elder Docx™ · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products Read 2 Oct 2026 · wealthcounsel.com
Essential Priced on request Wealth Docx® Core · membership pricing depends on firm user count and selected products Read 2 Oct 2026 · wealthcounsel.com
Trusts & Estates Professional Priced on request Wealth Docx® Complete · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products Read 2 Oct 2026 · wealthcounsel.com
WealthCounsel + LEAP Priced on request Elite membership benefits · LEAP Practice Management Solution · membership pricing depends on firm user count and selected products Read 2 Oct 2026 · wealthcounsel.com

Every WealthCounsel plan and price →

Strong points and limits

Strong points

  • Wealth Docx supports basic-to-complex estate documents.
  • Wealth Tracx includes asset tracking and task management.
  • Client Intake supports unlimited online forms.
  • Membership includes unlimited software support.
  • Listed integrations include LEAP and Clio.

Limits

  • No free plan is listed.
  • Exact membership pricing requires a call.
  • Pricing depends on firm size and selected products.

Who it suits

WealthCounsel is intended for estate planning and elder law attorneys and their firms. Its products may suit firms seeking drafting tools alongside trust-administration or client-intake functions.

Verdict

WealthCounsel combines document drafting with trust-administration and client-intake products, while membership also includes support and education. Firms should identify the products and user count they need before requesting pricing.

Where Specifiction places it

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