For Attorneys For Financial Advisors
Estate Planning

For Financial Advisors

Are you a financial advisor?

WealthCounsel and EstatePlanning.com are dedicated to making quality estate planning accessible to everyone. While some may view estate planning as purely a legal concern, effective planning requires a multidisciplinary approach that involves collaboration among attorneys, financial planners, tax advisors, insurance professionals, and others. Teamwork is essential for developing the best plans for our clients. For over 25 years, WealthCounsel has been a trusted partner for estate planning attorneys and has now tailored its expertise to help financial advisors create a more comprehensive financial planning practice through the Advisors Forum membership.

Subscription-based membership benefits include:

  • Certification program: Validate your expertise in estate planning, build client trust, and distinguish your services from the competition by earning the Certified Trust & Estate Wealth Advisor designation.

  • Monthly live webinars: Access advisor-focused webinars, plus WealthCounsel programs like Trusts & Estates In Focus, the Thought Leader series, and the Exploring series, all eligible for CE credit.

  • On-demand education: Enjoy unlimited access to a curated library of CE-eligible recorded webinars and courses.

  • Professional community: Connect with a growing network of estate planning peers to ask questions, provide referrals, and exchange ideas, helping you grow professionally.

  • Practice tools: Access expertly crafted resources ready for you to share with prospects and clients.

  • Exclusive directory listing: Expand your reach with a listing on the premier consumer website EstatePlanning.com (available to financial advisors who complete WealthCounsel’s certification program).

  • Virtual bootcamp: Expand your knowledge, gain CE credit, and access member-only content when you attend Estate Planning Bootcamp for Advisors.


Advisors Forum is designed to support financial advisors and is your pathway to delivering more holistic financial planning while helping clients plan more effectively for the future. If you are interested in learning more, click here.