Today, Rest, a sales automation platform built for estate planning attorneys to automate client intake and onboarding and move their planning experience online, is proud to announce its integration with WealthCounsel, the company responsible for industry leading drafting software and continued education for its member base. This integration will help estate planning attorneys automate client intake & onboarding with drafting. With this announcement, Rest becomes the first online estate planning solution to empower attorneys to deliver end-to-end online experiences for their clients.
Legal drafting software has always been important for attorneys to dedicate more of their personalized attention to each individual client. WealthCounsel’s Wealth Docx® signature drafting software has allowed attorneys to tailor customized estate plans for clients for over 20 years. But until now the only way to automate client intake & onboarding with drafting software was to build multiple, expensive integrations.
"Our partnership with WealthCounsel is an important advancement in our offering as we strive to help attorneys leverage the latest technology that online competitors are employing to create better online experiences for estate planning clients."
Rest has empowered many attorneys to provide their clients online planning experiences. This relationship marks an exciting and important evolution in their offering as they strive to help attorneys continue to offer unique, value-added, and personalized services in the digital age. In tandem with WealthCounsel, LLC, Rest now offers an automated and streamlined digital solution to estate planning that attorneys can offer their clients.
Rest is a sales automation platform which empowers estate planning attorneys to provide their clients with an online planning experience. Founded by a former customer experience consultant, Rest is the first estate planning solution built exclusively for attorneys that supports their clients through the entire planning process. For more information, please visit www.getresttoday.com.
WealthCounsel is a membership-based organization providing estate and business planning attorneys with industry-leading legal document drafting software, continued professional learning opportunities, practice-building resources, and a supportive nationwide community of thousands of attorneys.