WealthCounsel(R) Reengineers the WealthDocs(TM) Automated Drafting System Into a Scalable Solution Featuring the Core, Advanced, and Complete Editions
The Restructured System Comes with Revised Pricing that Enables Attorneys to Minimize Costs While Customizing the Drafting Solution Best for Their Practices
"WealthCounsel will continue to set the standard for the most comprehensive drafting system for estate planning attorneys who are committed to providing the best services to their clients," said
In terms of scalability, McClintock explained that subscriber-members who choose the Core Edition or Advanced Edition may upgrade to the Complete Edition at any time. This allows attorneys to practice with greater efficiency, profitability, and peace of mind knowing that they can expand their drafting system as their practice needs change.
The WealthDocs Core Edition is designed for attorneys whose practices are limited primarily to living trusts or will-based estate plans. The Advanced Edition is for attorneys who focus on sophisticated gifting, charitable planning, and specialized estate planning strategies. The Complete Edition is designed for attorneys whose practices provide comprehensive estate planning services to a wide range of clients with diverse planning needs. For more information, visit www.wealthcounsel.com.
WealthCounsel(R) is a registered trademark of WealthCounsel, LLC, a membership-based organization of more than 1,800 attorney practitioners located in all 50 states. WealthCounsel is known for the WealthDocs(TM) drafting system and the Five Star Practice Solution(TM) designed to help attorneys practice with greater efficiency, profitability and confidence. WealthCounsel shares ownership in ElderCounsel, LLC, and The Advisors Forum, LLC.
SOURCE WealthCounsel, LLC
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