Wealth Counsel

As the creator of the WealthDocx automated drafting system, WealthCounsel helps estate planning attorneys transform their practices through greater drafting efficiency and increased profitability. When combined with WealthCounsel's relevant education curriculum and practice-building resources, the WealthDocx estate planning software enables attorneys to practice with unparalleled accuracy, mastery and efficiency.

Since 1997, WealthCounsel has grown to a collegial membership body of more than 1,000 estate planning firms and is recognized as an industry thought leader. Membership in WealthCounsel is one of the wisest investments an attorney can make toward their future success as an estate planning practitioner. Join today.

Elder Counsel

ElderCounsel began in 2007 with a partnership between WealthCounsel, our sister company, and four attorneys who are nationally recognized leaders in the field of elder law and special needs planning: Michael Amoruso, Howard (Howie) Krooks, Lou Pierro and Vincent Russo. It was their vision to create a document assembly system that is truly the best in the field, and to provide members with quality education and support. A partnership with WealthCounsel was a perfect fit. This partnership allowed ElderCounsel to build on the tremendous document assembly system platform created by WealthCounsel while adding the expertise of Michael, Howie, Lou and Vincent to create elder law and special needs planning documents for the document assembly system, called ElderDocx™.

ElderCounsel is dedicated to the professional development and full practice support of both new and advanced Elder Law Attorneys in all 50 states. To assist us in this endeavor, we have a National Advisory Board comprised of experts in the field across the country. We also have state advisory boards within our membership who assist us with keeping state-specific information in our documents current, beta testing our software, and who assist us in providing education and support to other members.

Society of Financial Service Professionals

For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's nearly 17,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential. If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.

ProVisors

ProVisors is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another.

ProVisors, founded in 1988 as Professionals Network Group, Inc. (PNG), was established to provide a community for professionals who believe success flows from a commitment to high ethical standards, devotion to the best interests of clients, and sharing resources and knowledge with fellow senior professionals. Two decades later, ProVisors is the community of choice for over 1,300 of Los Angeles, Orange County, San Diego and San Francisco's preeminent professionals. ProVisors was incorporated in 1991.

ProVisors members collaborate with one another to generate multi-disciplinary solutions not readily available elsewhere for their clients. As a result, many business owners and operators have come to depend on ProVisors members as valuable points of access to the community's most skilled and dependable professionals to meet their business and personal needs. ProVisors members do business with each other's clients.