WealthCounsel

  • Will System
  • Living Trust System
  • Retirement System
  • Irrevocable Trust System
  • Will System
  • Living Trust System
  • Retirement System
  • Irrevocable Trust System
WealthCounsel integration with PracticePanther
WealthCounsel logo

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.

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Learn how to integrate with 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!

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