WealthCounsel, LLC

WealthCounsel, LLC

Legal Services 3 2nd Street 174 employees
Employees
174
Contacts
3
Emails
3
Phones
1

WealthCounsel, LLC Overview

Headquarters
3 2nd Street
Phone Number
Available in AeroLeads
Industry
Legal Services
Employees
174
Founded
1997
Company Email
Available in AeroLeads
NAICS
Legal Services
Offices of Notaries
Other Legal Services

About WealthCounsel, LLC

WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. Our robust online document drafting solutions make working from anywhere a reality, while our coaching programs and a vast catalog of on-demand and live continuing education opportunities empower you to build and maintain a law practice that fits your life. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. Contact us to schedule a demo and learn more about how our software can help improve your practice.

WealthCounsel, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

WealthCounsel, LLC Org Chart

Sample employees and titles
Name Title Contact
Rex Hogue
Email
Girish Kulkarni AWS Solutions Architect - Gen AI
View
Patricia De Fonte, Jd, Ll.m. California Estate Planning Attorney
Email
John C. Buckley Iii Counselor at Law, Buckley Law Offices
Email Phone

Employees by Management Level

Individual contributor 20 profiles
Manager 11 profiles
Director 7 profiles
Senior / Lead 7 profiles
Executive 3 profiles
VP / Head 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 8 8 6
IT 8 8 4
General 7 7 3
Legal 6 6 4
Marketing 5 5 3
Sales 4 4 2

WealthCounsel, LLC Tech Stack

Engineering 8 profiles
Product / design 2 profiles
Data / AI 1 profile
Security 1 profile

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