WealthCounsel, LLC
WealthCounsel provides estate and business planning attorneys with comprehensive software solutions, continuing legal education, and resources designed to enhance their practice efficiency and client service in the legal industry.
- Location: Madison, WI, United States
- Founded: 1997-01-01
- Website: https://wealthcounsel.com
Product & Features
- Provides cloud-based document drafting for businesses from formation to succession.
- Customize drafting templates easily to fit specific client and practice needs.
- Design individualized documents for clients using intuitive guided interviews.
- Utilize a Scenarios feature for common LLC formation structures.
- Receive automated updates with the latest legal language and enhanced functionality.
- Access a comprehensive library of business planning documents for all life cycles.
Notable Customers
- WealthCounsel Quarterly
Founders & Team
- Henna Shah — CEO
Recent News
- WealthCounsel Symposium 2026 | Why do so many attendees come back every year? (2026-06)
- WealthCounsel ViewPoint (2023-02)
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Frequently Asked Questions
What is WealthCounsel, LLC?
WealthCounsel provides estate and business planning attorneys with comprehensive software solutions, continuing legal education, and resources designed to enhance their practice efficiency and client service in the legal industry.
What does WealthCounsel, LLC do?
Provides cloud-based document drafting for businesses from formation to succession. Customize drafting templates easily to fit specific client and practice needs. Design individualized documents for clients using intuitive guided interviews.
Who are WealthCounsel, LLC's customers?
WealthCounsel, LLC's customers include WealthCounsel Quarterly.
Who founded WealthCounsel, LLC?
WealthCounsel, LLC was founded by Henna Shah.
Where is WealthCounsel, LLC based?
WealthCounsel, LLC is based in Madison, WI, United States.
When was WealthCounsel, LLC founded?
WealthCounsel, LLC was founded in 1997.