Listserv Overview Click Play to Watch an Overview
A listserv hosted by WealthCounsel is an email discussion group dedicated to topics of interest for estate planning professionals. Each "subscriber" may contribute to the discussion by sending an email to the list. All contributions are automatically forwarded to each subscriber on the list.

Questions? Email:

Subscribe to WealthCounsel Listserv

  • Listserv Descriptions

    Below is a description of each list. You will receive the corresponding email address for the listserv after you subscribe.

    You must subscribe before you can post to a list. 

    Public Listservs

    • Listserv - WealthCounsel Listserv: open to estate planning professionals (attorneys and non-attorneys) to exchange information related to Estate Planning.
    • Technology - WealthCounsel Technology Listserv: open to attorneys and non-attorneys to exchange information related to technology.
    • State Specific - Created for State user's groups to exchange estate planning and Wealth Docx drafting information.

      The following states currently have a state specific listserv: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Louisiana, Massachusetts, Michigan, Missouri, New England, Nevada, New Jersey, New York, North Carolina, Northwest, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin.

      The following regions currently have a specific listserv: Mid-Atlantic (VA, MD, DE, PA, NJ, & DC), Northern New England (ME, NH, VT)
    • Faith-Based - WealthCounsel Faith-Based Listserv: open to attorneys and non-attorneys to exchange information related to faith and religion
    • ElderLaw - ElderCounsel Listserv: focused on issues related to the elderly population.
  • Listserv Guidelines and Rules of Engagement

    WealthCounsel has created various listservs to foster communication and a collegiality within our membership community. Each listserv is intended to provide a valuable place to gather and share relevant experiences as well as ask and answer substantive law or law business development questions as is appropriate to the particular listserv.

    Please remember that participating on WealthCounsel listservs means you agree to abide by the following rules of engagement. We regard the listservs as our figurative “living room” – a place for us gather and support each other in respectful and considerate ways.

    Here’s what we expect from you:

    Etiquette I:  The Basics

    Treat others the way you would want to be treated.

    • Be nice.

    • Always communicate with collegiality and professionalism in mind.  (It’s okay to disagree, just do it with a full level of respect.)

    • If you are angry or annoyed, do not post.  

    • If in doubt, don’t post.

    • Use traditional capitalization - no “shouting.”

    • Stay focused on the topic of the particular listserv to which you are posting.

    • Identify your message with an appropriate subject line.

    • Do not send “thank you,” “me too,”  or “I’m interested” messages. Feel free to send those privately to the original poster, but don’t clutter the listserv with those messages.

    • If your reply does not benefit the entire group, don’t make it publicly.  Send a private email instead.

    • Use a full business signature (name, firm name, email, phone, address) on every email message, including those from your phone.

    • Do not include active emoticons, animated graphics, embedded solicitations, ActiveX controls or Java applets, or similar effects.

    • Never use an out of office auto-responder on a listserv email address. You can manage your own listserv subscriptions and unsubscribe for a period of time.

    • No jokes and no political, religious, or sexual comments.
    • Post only about the law or law business development and management, as appropriate to the particular listserv. 

    Etiquette II:  No Promotion

    Promotion leaves others out and makes many folks feel uncomfortable.  

    • Do not self promote to colleagues in your content or signature block.  List only basic contact information, including law firm or advisor firm only.

    • Unless you are employed by the WealthCounsel companies and are promoting a WealthCounsel offering, no selling or promotion of services outside the WealthCounsel companies directly or indirectly.

    • Do not promote yourself or others outside the WealthCounsel companies in your content or signature block.

    • If you need a referral, check the WealthCounsel member directory first.

    • If a colleague asks for a referral on the listserv, respond privately.

    The Law

    Part of being respectful to others includes honoring their legal rights, work, and privacy.

    • Post only materials to which you own the intellectual property or have the right to distribute.

    • Do not post documents or scenarios with a client name.  

    Where to Get Help

    The listserv is the perfect place to provide and receive input on substantive law as well as business development issues. Our community has huge value and makes us the largest estate planning “firm” in the world. It lets you know you’re not alone and even if you’re a solopreneur, you always have access to your colleagues.

    There are, however, some issues that are just not appropriate for the listserv. We’ve covered basic etiquette, promotion, and the law above. Now, it’s time to show you where to get help on WealthCounsel content, benefit, administrative, and fulfillment issues.  

    To be specific:

    • Do not ask for company support or make benefit suggestions on the listserv.  While your suggestions are incredibly important to us, they may not be heard on the listserv.  Instead, direct your inquiry or suggestion to or (888) 659-4069 Ext. #818.

    • Do not ask for document content support or software support on the listserv.  To emphasize, while your suggestions and questions are incredibly important to us, they may not be heard on the listserv. Instead, please direct your inquiry or suggestion to  or (888) 659-4069 Ext. #801.

    • Do not complain or vent.  Instead, direct your thoughts, in a professional manner, to the party who can solve your problem, or (888) 659-4069 Ext. #818.  Please know that Brett Pinegar, our CEO, is also available to address any concers you may have. You can reach him directly at We care what you think - the good, the bad, and the ugly, but want to keep our listservs a positive environment for everyone’s well-being.


    If in doubt about who to call, you can always contact or 1-888-659-4069 Ext. #818 and they will either help you or get you to the person who can help you ASAP. During business hours, Member Services strives answers to answer every call live. When we cannot, we will get back to you as quickly as possible.

    WealthCounsel provides access to an exclusive group of professionals. If you want to be a part of the group, you are required to be cordial and professional at all times. If you act in a disruptive manner or do not meet the topical and spirit of the forum, you are subject to removal.

    Any use of the listserv in an inappropriate manner will be taken seriously and you will be immediately removed.

    If you have any questions or concerns about these listserv guidelines or any WealthCounsel benefits, please direct your inquiry to or 1-888-659-4069 Ext. #818. We’ll make sure you get the answers you need.

    We look forward to your lively participation in our membership community. Thank you for being a WealthCounsel member.

    To Your Success!


  • How to Access the Archives?

    The Listserv archives are a WealthCounsel member benefit. If you are a WealthCounsel member, select the Listserv Archives link under the Listservs navigational category.

  • How to Post a Message?

    To post a message, email the Listserv group from the email account you subscribed with. For example, to post to the public WealthCounsel Listserv, send an email to

  • How to Update Your Listserv Email Address or Modify Your Subscription?

    Contact Provide us with your old email address, new email address, and groups you are subscribed to.