Your Time is Valuable.
Spend it on your business clients. Not drafting documents.
The Five
Criteria for
Practice
Excellence.™
From the company that brought you
WealthDocx®, the nation’s leading
estate planning software system for
attorneys, WealthCounsel® proudly
brings you BusinessDocx™.
Organized & Focused
• Business formation (organization/startup)
• Operational matters
• Business maintenance and monitoring
• Exit/succession planning
Expand Your Practice
• Dramatically increasing the scope of
revenue-enhancing services you provide clients
• Keeping more clients in-house
• Raising the value you deliver to clients
• Tapping a lucrative pipeline of referrals
Professional & Time Saving
• Raise the bar with clients
• Squeeze additional hours out of each day
• Increase your stature among the clients
you serve
Learn more about the power of
BusinessDocx and what it can do for you at
www.wealthcounsel.com/businessdocx
or call 888.659.4069, ext 819.
Paul Bernstein, J.D. | Salem, MA
Member Since 2001
