How much does WealthCounsel cost?
Initial Purchase Cost
| Initial Purchase Cost | |
|---|---|
| West FormBuilder™ | $2,274 |
| Interactive Legal Systems™ (Pro) | $4,700 |
| WealthCounsel™ (Basic) | $7,764 |
| WealthCounsel™ (with Irrevocable Trusts) | $8,964 |
What does wealth counsel do?
We are attorneys helping attorneys. Today, WealthCounsel offers a robust suite of products and services for over 4,000 attorney members nationwide.
What does Smokeball cost?
Smokeball Pricing
| Monthly cost | $39.95/mo. | Not Provided |
| Onboarding | Free | Free |
| Price Transparency | Yes | No |
| Unlimited Clients and Matters | Yes | Yes |
| Unlimited Document Storage | Yes | Yes |
What is a Clayton election?
A Clayton Election is made at the death of a spouse by the trustee (typically the surviving spouse). As a result, these assets remain in the surviving spouse’s estate, which removes capital gains tax that may have been due at the second death from deceased spouse’s assets.
Will writing programs?
Here are the best online will makers:
- Nolo’s Quicken WillMaker & Trust – Visit Now.
- Fabric – Visit Now.
- LegalZoom – Visit Now.
- Do Your Own Will.
- U.S. Legal Wills.
- FreeWill.
- Rocket Lawyer – Visit Now.
- Total Legal.
Does Smokeball integrate with QuickBooks online?
Smokeball Billing integrates with QuickBooks Online to form a full accounting system and to manage back-office and your law firm’s general ledger.
How much is Smokeball monthly?
How does a Clayton QTIP work?
HOW IT WORKS: A Clayton Election is made at the death of a spouse by the trustee (typically the surviving spouse). Trust assets are allocated between a Survivor’s Trust and Martial Trust to which the assets of the deceased spouse are allocated on the surviving spouse’s election to treat these assets as QTIP property.
Can surviving spouse make QTIP election?
Another advantage of a QTIP trust is that is provides some flexibility for the surviving spouse. To create the QTIP trust, the executor must make a “QTIP election” on the estate tax return that’s filed for the estate of the first spouse to die.
How to find a wealthcounsel attorney for your business?
You can always spot a WealthCounsel attorney. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business.
How long has wealthcounsel been a virtual company?
WealthCounsel has been operating as a virtual company for the last 20 years and we plan to remain available to members during our normal support hours of 8 AM – 8 PM EST. For those that want to learn more about the benefits of cloud-based document drafting and membership, a WealthCounsel representative will be happy to speak with you.
Who is the VP of h.r.at wealthcounsel?
Jenny the VP of H.R. ( also not a morman) is outstanding. She will make time and listen to any concerns anyone has. She really cares about all the employees. Our intern CEO John Doyle is also great, at our retreat he was warm and had a smile for all! I hope he becomes our permanent CEO Because we work remotely it can feel like we are always “on”.
What are the normal operating hours for wealthcounsel?
We have normal operating hours during COVID-19. WealthCounsel has been operating as a virtual company for the last 20 years and we plan to remain available to members during our normal support hours of 8 AM – 8 PM EST.
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