WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).
Summary from the company’s website.
Publicly advertised compliance posture
As observed on September 8, 2026 on the organization’s public trust center.
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SOC 2
Independent CPA audit of controls for security, availability, and confidentiality.
Compliance timeline
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September 8, 2026
Posture last observed by Trust Index
Subprocessors
Third parties Wealthcounsel discloses on its trust center. Linked entries have their own profile in the Trust Index.
83% chain trust: 5 of 6 disclosed subprocessors are themselves in the Trust Index.
- Salesforce.com Sales
- Amazon Web Services Cloud provider
- Cloudflare Cloud monitoring
- Shopify Customer support
- HubSpot Marketing
- Docusign Document management
About this data
The Trust Index reports only what organizations publicly advertise. A missing framework here means no public claim was observed as of September 8, 2026; it never means an organization is non-compliant. HIPAA entries reflect a public claim of compliance; no HIPAA certification exists. Corrections are welcome and verified against public evidence. Read the full methodology.
