Future of SoftwareStart Survey

Estate planning software and community for attorneys with drafting tools and educational content.

Headquarters
Boulder, Colorado
Company size
51-200 employees
Founded
1997

Product overview

WealthCounsel
WealthCounsel screenshot 1
  • Interactive document drafting with guided interviews
  • Cloud-based secure document storage and access
  • Client intake and information collection

Pricing & plans

Plans & limitsBilling termsPricing details

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Buyer research