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! 


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. 


About PracticePanther & WealthCounsel

Will System

Irrevocable Trust System

Living Trust System

Retirement System

2 - Click on "Authorize" next to the PracticePanther integration. 

3 - Sign into PracticePanther and click on "Grant Access".

4 - Specify your sync settings. 

How the Integration Works

1 - Start off clicking on "My Practice", and select "integrations" under "Practice Admin".

5 - Map your (custom) PracticePanther fields to WealthCounsel fields

6 - Customize your sync trigger.

7 - Review your sync settings by clicking on "Review Changes".

7 - Click "Continue" if everything is approved.

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