Wealthcounsel Llc

Est. 1997 Employees 51-200 Updated 2026-06-17
What it is Overview

What It Does

WealthCounsel provides document-drafting software, continuing legal education, and practice tools for estate-planning, elder-law, and business-law attorneys. Its Wealth Docx product generates trusts, estates, and business-planning documents from templates. The company was founded and run by attorneys and supports a membership community alongside the software. Integrations include Clio, LEAP, and DecisionVault.

What We Found

WealthCounsel was acquired (with sister product ElderCounsel) by LEAP Legal Software in April 2022, per LawSites reporting — which is reflected in the LEAP integration listed here.

Company Info

  • Founded: 1997
  • Headcount: 51-200 (LinkedIn)
  • Sector: Estate-planning drafting automation
  • Note: Acquired by LEAP Legal Software (2022)

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations 4 platforms

Platforms Wealthcounsel Llc integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon
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