The integration between PracticePanther and WealthCounsel allows for a seamless synchronization of data between the two platforms. Map your custom fields, and select what should or shouldn’t sync from PracticePanther to WealthCounsel.
WealthCounsel is a premium solution for trust and estate planning including a will system, living trust system, client letters suite, irrevocable trust system and much more!
PracticePanther is the best law practice management software out there. If you’re not happy in your first 30 days, we’ll refund you. No questions asked!
