New Client Worksheet

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This worksheet is used for new prospective clients, and those existing clients who are going through our review process.

Trust Admin Worksheet:

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This worksheet is used for those going through Estates and Trust Administration process and probate.

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WealthCounsel, LLC  is a national consortium of estate planning professionals, of which Bill Conway is a founding principal, across the nation now participate in collaborative relationships to bring the best minds and cutting edge techniques to areas of wealth preservation and legacy transfer. In addition, WealthCounsel sponsors dozens of workshops each year where specializing attorneys earn required continuing education credits in their field. Along with the top finance and law professionals in the country, Mr. Conway writes and presents study materials for these courses. WealthCounsel, LLC, with the financial and technical support of more than 100 like-minded estate planning attorneys across the country, has created a software system for estate planning attorneys to assist them in drafting up-to-date comprehensive documents in all facets of business, charitable, tax, and estate planning.