WealthCounsel

C tier on Legal Document Automation SoftwareScore 6.6 · #3 of 30

Android app: Yes
Free plan: No
Runs on: Android, iOS, Mac, Web, Windows

wealthcounsel.com

Summary

WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. Its products include Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses interviews, scenarios, and customization tools to create 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 forms with autosaving, a progress dashboard, and no stated limit on the number of forms sent to clients and prospects. Listed integrations include LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The drafting software is cloud-based and can be used on a computer, tablet, or phone. Membership includes personalized Member Services assistance, unlimited software support, educational resources, and access to a nationwide attorney network. Membership pricing varies with firm user count and selected products; exact pricing requires scheduling a call. WealthCounsel lists several membership options, including Trusts & Estates Professional, Elite, Essential, Elder Law Professional, and WealthCounsel + LEAP.

Who it is for

WealthCounsel is intended for estate planning and elder law attorneys and their firms. Its products may suit firms needing document drafting, trust administration, or online client intake tools.

What is good

Includes estate-planning drafting tools and trust administration features.
Client Intake forms autosave and include a progress dashboard.
Lists integrations with LEAP, Clio, and other legal services.
Membership includes software support and educational resources.

What to know first

No free plan is listed.
Pricing depends on firm user count and products selected.
Exact pricing requires scheduling a call.

Verdict

WealthCounsel combines legal drafting products with trust administration and client intake tools. Firms should request pricing based on their chosen products and user count.

WealthCounsel plans and pricing

All plans

Trusts & Estates Professional Not published Wealth Docx® Complete · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products wealthcounsel.com · 2 Oct 2026

Elite Not published Wealth Docx® Complete · Elder Docx™ · Business Docx® · Wealth Tracx® · Gun Docx® · membership pricing depends on firm user count and selected products wealthcounsel.com · 2 Oct 2026

Essential Not published Wealth Docx® Core · membership pricing depends on firm user count and selected products wealthcounsel.com · 2 Oct 2026

Elder Law Professional Not published Wealth Docx® Core · Elder Docx™ · membership pricing depends on firm user count and selected products wealthcounsel.com · 2 Oct 2026

WealthCounsel + LEAP Not published Elite membership benefits · LEAP Practice Management Solution · membership pricing depends on firm user count and selected products wealthcounsel.com · 2 Oct 2026

Compared on legal document automation software

Free plan: Nowealthcounsel.com

Facts

Purpose: WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys.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
Estate planning: Wealth Docx uses dynamic interviews, scenarios, and customization tools to create basic to complex estate planning documents.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
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
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
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
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
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
Who it serves: WealthCounsel describes its audience as estate planning and elder law attorneys and their firms.wealthcounsel.com · 2 Oct 2026