[WSBAPT] Wealthcounsel referral offer and formation of sub-group

Kira Rubel kira at theharborlawgroup.com
Fri Nov 11 13:20:00 PST 2022


I am interested in the sub-group, Ann!

Chiming in here, I also use Wealth Counsel and love it. I used ForeTrust in the past but made the switch about a year ago.  

Interactive Legal is the other one I looked at. Also awesome but I liked the wealth counsel language better ultimately. The docs are long but the language is excellent and straightforward (as much as that can be the case in an estate plan…).

Kira Rubel


> On Nov 11, 2022, at 12:04 PM, Ann Manley <ann at manleyfirm.com> wrote:
> 
> 
> Hi all. For those of you interested in Wealthcounsel, I wanted to mention that Wealthcounsel is having a referral special right now. If you get referred by 12/1/22, and you sign up, you get one month free and the referring attorney gets two months free. Once you are referred, they will reach out to you to arrange a demo. If anyone wants me to refer them, let me know.
> 
> Also, let me know if anyone else is interested in joining a Wealthcounsel sub-group. The more the merrier!
> 
> Ann Manley, Esq.
> The Manley Law Firm, P.S., Inc.
> PO Box 16324
> Seattle, WA 98116
> (206)292-3064 / (206)292-3914 fax
> www.manleyfirm.com
> The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Employment Matters, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims
> 
> * The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.
> 
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