WealthCounsel members are entitled to special pricing on the Gillett Estate Management Suite. For more information contact WealthCounsel or Todd Studer at 888-GEMS706 (436-7706).

WealthCounsel is currently redesigning its Asset Transfer module to WealthDocs which will also assist in the management of your clients' assets during their lives. In addition, WealthCounsel anticipates that this module will subsequently be designed so that there will be a bridge between WealthDocs and GEMS. The plans are that you will be able to launch GEMS from within WealthDocs and transfer the relevant information to the accounting and federal estate tax return. This exclusive bridge between WealthDocs and GEMS will result in unsurpassed efficiency and will make the transition from lifetime planning to estate administration virtually seamless.