WealthCounsel
Legal Solutions · Utah, United States · 51-200 Employees
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Overview
Headquarters
PO Box 71188, Salt Lake City, Utah, 8417...Phone Number
(888) 659-4069Website
www.wealthcounsel.comRevenue
$22.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
2
3
2
1
About WealthCounsel
WealthCounsel offers estate planning and legal document software tailored for attorneys, featuring a range of memberships that provide access to various software solutions, including Wealth Docx and Elder Docx. Their services cater to estate planning, elder law, business law, and trust administration, equipped with training resources and continuing legal education (CLE) opportunities. The company also fosters a community of legal professionals for networking and practice growth. Designed by attorneys for attorneys, WealthCounsel addresses the evolving needs of legal practices while ensuring secure access to its cloud-based software.Explore more
WealthCounsel Org Chart
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Company Profile Activity
Activity Insights
WealthCounsel is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
WealthCounsel is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about WealthCounsel.
WealthCounsel financials insights
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2020
Debt
$1M
WealthCounsel Tech Stack
A closer look at the technologies used by WealthCounsel
Most Recent Scoops
Open Position
Promotion
Executive Move
Sunita Dwivedi has recently been promoted from Vice President, Engineering & Security to the role of Chief Technology Officer.
Executive Moves, Promotion
Hiring Plans
WealthCounsel has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Technologies mentioned include: Amazon AWS, and Java with an increased focus that include Windows Software, Software Coding, Computer Programming, Continuous Delivery, Client Server Technologies, Debugging, and Java (Programming Language).
Hiring Plans
Hiring Plans
WealthCounsel has more open roles in Information Technology than it has had at any time in the past 12 months. Technologies mentioned include: Amazon AWS, and Java with an increased focus that include Programming Languages, RESTful API, Software Coding, Debugging, Software Testing, Technical Documentation, and Subsystems.
Hiring Plans
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Executive Move
Executive Moves, Left Company
WealthCounsel News & Media
WealthCounsel Launches Advisors Forum to Help Financial Advisors Master Estate Planning
JERSEY CITY, N.J., Sept. 9, 2025 /PRNewswire/ -- WealthCounsel LLC, the market-leading provider of estate planning drafting solutions and education, is excited to announce the launch of its new Advisors Forum membership. This comprehensive offering is designed to equip financial advisors...WealthCounsel Integrates LawY: Combining AI Efficiency with Human Expertise to Transform the Practice of Estate Planning
JERSEY CITY, N.J., Feb. 4, 2025 /PRNewswire/ -- WealthCounsel LLC, the market-leading provider of estate planning drafting solutions and education, is excited to announce an integration with LawY, an innovative AI-powered legal research assistant. WealthCounsel members can ask questions...FairSplit.com Announces Collaboration with WealthCounsel
FairSplit.com Offers Invaluable Online Division of Personal Property With Transparency, Accessibility and Efficiency CAMARILLO, CA, UNITED STATES, June 15, 2021 /EINPresswire.com/ -- WealthCounsel, LLC, the industry leader in automated drafting software …WealthCounsel Announces New Paraprofessional Symposium
Offerings for Symposium 2019 have been expanded to include a one-day program for paraprofessionals with five sessions focused on developing talent and in-demand skills. Offerings for Symposium 2019 have been expanded to include a one-day program for paraprofessionals with five sessions focused on developing talent and in-demand skills.
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Frequently Asked Questions Regarding WealthCounsel
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WealthCounsel offers estate planning and legal document software tailored for attorneys, featuring a range of memberships that provide access to various software solutions, including Wealth Docx and Elder Docx. Their services cater to estate planning, elder law, business law, and trust administration, equipped with training resources and continuing... Read More
