What Our Members Say

"I'm a solo practitioner, so efficiency and value are crucial. I am a member of ElderCounsel because they provide both efficiency and value. "

Ryan N. Morey
Morey Law, P.C.

"ElderCounsel carries forward the drafting system excellence of its sister organization, WealthCounsel. However, ElderCounsel"

Jan Lord
The Law Office of C. Jan Lord

"The ElderCounsel drafting software is phenomenal!"

Tammy Conover, Esq.
Bendelow Law Firm, P.C.

"I learned more in the past 2 days than I have ever learned at any other seminar in my eleven years of practicing. Each course I attend with ElderCounsel exceeds my expectations"

James J. Mullen, Esquire

"Just a quick note to tell you how informative and practical the webinar on "How to Draft a Veterans Asset Protection Letter" was to me as a new member of ElderCounsel."

Michael Andrews
Bleecker, Broday & Andrews

"Medi-Cal Planning from A-Z

This was one of the best continuing education courses I've attended in years."


Thea Eliot, Attorney at Law
Thea Law, P.C.

"Although I have 8 years of experience with Medicaid planning, I went to the Camp and brought two of my staff with me."

Robert McClelland, Attorney at Law
McClelland & Associates, PLLC

"Medicaid Immersion and Practice-Building Camp

"I wanted to tell you how much the Medicaid Immersion Camp meant to me.""


Robert C. Whitt, Esq.

"I have to tell you thank you! I got a referral from a financial planner who has had some bad experiences with his clients’ trusts when it comes to modification and trustee removal issues."

Stephanie Edwards
Edwards Elder Law, P.A.

"I wanted to thank Brian again for coming to my rescue in the wee hours of Sunday morning."

Cynthia Mead
The Mead Law Firm, LLC

"I learned more from Val, Marty, and Steve in this three days than in the last ten years of CLEs I've attended - and it was practical learning, so I'll actually be able to use it!"

Libby King, Attorney at Law
Tate Moerer & King, LLP

"As a newbie to this whole process I can attest this course is a must if you want to practice in this area.It was alot of fun and I learned more..."

Tom Henry, Attorney at Law
The Elder Law & Soc. Sec Disability Law Center

"For the past 17 years, my marketing firm has helped elder law attorneys grow their practices.  I would never allow one of my clients to enter the field of elder law without joining ElderCounsel."

Mark Merenda, President
Smart Marketing

"I am just starting out in my own elder law practice and two of the BEST decisions that I have made to date are joining ElderCounsel and attending the conference."

Stephen C. Jones
Stephen C. Jones & Associates, LLC

"For members that are fairly new to elder law/medicaid planning this course is a must. Even the more seasoned attorney will get some incredibly valuable information and ideas from the class."

Lance D. Like, Attorney at Law
Like Law Group, LLC

"ElderCounsel has helped me take my practice to the next level."

Miles Zatkowsky, Attorney at Law
Dutcher & Zatkowsky

"ElderCounsel delivers what it promises: top educators who practice what they teach, camaraderie with other practitioners and tools to immediately take back to the office and implement."

Teresa Nuccio, Attorney at Law
Teresa Nuccio, P.C.

"This was the first ElderCounsel seminar I've attended and it was awesome. Steve, Val and Marty were absolutely fantastic!"

Christopher J. Berry
Attorney at Law

"ElderCounsel has it all: a state-of-the-art document assembly system, outstanding education and support, and a team of experts in the field who don’t hesitate to help any member."

Donald W. Mustico, CPA/Esq.
Law Office of Donald W. Mustico

"No practice development program I have been associated with in my elder law practice has excited me as much as the new ElderCounsel initiative."

Wayne M. Walston
Beers, Mallers, Backs & Salin, LLP

"It was, truly, one of the GREATEST events I have ever attended."

Heinz Brisske, Attorney at Law
Huck & Brisske, LLC

More Testimonials
Benefits of Membership
  • Access to ElderDocx®, our document drafting system
  • Online tutorials & drafting webinars
  • Regular updates to ElderDocx
  • View full list of benefits

    ElderDocx® Overview: Elder Law and Special Needs Document Drafting System

    ElderDocx Receives a 5 Star Rating from Trusts & Estates Publication

    Click here to view a short demo.
    For questions or to learn more, contact John Shickich (Director of Member Recruitment) by email or by phone at 888-789-9908 x585.

    ElderCounsel’s Drafting System, ElderDocx®, puts a smart, efficient document creation and assembly process right at your fingertips. The software will help you generate a wide array of Elder Law documents.

    Included in the Current Release:
    • Medicaid Asset Protection Letter
    • VA Asset Protection Letter
    • General Client Letters
      • Initial Consultation Letter
      • Post-Consult Letter, Not Retained
      • Post-Consult Letter, Retained
    • Client Questionnaires
      • Elder Law Questionnaire
      • Veterans Benefits Questionnaire
    • Fee Agreements
      • Long and Short Fee Agreements
      • Fee Agreement Cover Letter
    • EC Caregiver Agreement® Documents
      • Caregiver Agreement
      • Care Log
      • Letter to Caregiver
      • Affidavit of Caregiver
    • Qualified Income Trust Documents
      • Qualified Income Trust
      • Certification of Trust
      • Funding and Trustee Instructions
      • Trust Amendment
      • State-Specific QITs (GA|TX)
    • EC Medicaid Asset Protection Trust™ Documents
      • EC Medicaid Asset Protecton Trust™ (Indiv/Joint)
      • Trust Summary and Funding Letter
      • Certification of Trust
      • Assignment of Personal Property
      • Trust Amendment
    • EC Veterans Asset Protection Trust® Documents
      • EC Veterans Asset Protecton Trust® (Indiv/Joint)
      • Trust Summary and Funding Letter
      • Certification of Trust
      • Assignment of Personal Property
      • Trust Amendment
    • Third-Party Supplemental Needs Trust Documents
      • Third-Party Supplemental Needs Trust
      • Certification of Trust
      • Trust Amendment
    • Self-Settled Special Needs Trust Documents
      • Long and Short Self-Settled Special Needs Trusts (d4A)
      • Certification of Trust
      • Trust Amendment 
    • Sole Benefit Trust Documents
      • Sole Benefit Trust
      • Certification of Trust
      • Trust Amendment 
    • EC Promissory Note® Documents
      • Note Calculator
      • DRA-Compliant Promissory Note
      • Client Data Report
      • Amortization Schedule
      • Letter to Borrower
    • Revocable Living Trust and Companion Will Documents
      • Individual Revocable Living Trust
      • Joint Revocable Living Trust
      • RLT Companion Will
      • Funding Instructions
      • Personal Property Memorandum
      • Certification of Trust
      • Assignment of Personal Property
      • Trust Amendment 
    • Standalone Will Documents
      • Standalone Will
      • Personal Property Memorandum
    • EC Medicaid GRAT™ Documents
      • Annuity Calculator
      • Sample Medicaid GRAT
    • Health Care Documents
      • Living Will
      • Nonstatutory Health Care Power of Attorney
      • State Statutory Health Care Documents
        (AL|AZ|CA|CO|DE|FL|GA|IL|LA|NC|NV|NY|OK|RI|SC|TX|UT|WA|WI)
    • Nonstatutory Durable Financial Power of Attorney
    • State Statutory Powers of Attorney with Enhanced Powers
      (AL|AK|CA|CO|GA|IL|MD|MN|NC|NV|NY|OH|OK|RI|TX|WI)
    • Links to Online Legal and Software Resources
    ElderDocx® is a continually evolving system, adding more content and state-specific information with each update.

    System Requirements
    Software:
    - Windows XP, Windows Vista, Windows 7, or Windows 8
    - Word 2003, 2007, and 2010* (32-bit; but NOT 64-bit, Trial, Office 365, or Click-to-Run)
    - HotDocs Player (10.0.1 or later)
    Hardware:
    - Required Minimum: 0.9 GHz processor and 1 GB memory
    - Recommended Minimum: 2 GHz processor and 2 GB memory

    *WARNING! Microsoft Word 2013 will not work unless you upgraded a previous version of Word on the same machine. We suggest NOT upgrading to Word 2013 yet.