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
Irrevocable Trust System
Living Trust 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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30-Day Panther Promise
We know you’re going to love PracticePanther. If you’re not 100% happy in the first 30 days, just email us for your money back. No questions asked.
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