American Academy of Estate Planning Attorneys - AAEPA






American Academy of Estate Planning Attorneys


The American Academy of Estate Planning Attorneys is an exclusive, membership organization that fosters the explosive growth of estate planning law firms nationwide through the use of our diverse business building and legal practice management systems.

The Academy's comprehensive set of tools, available exclusively to our members, include:

Legal and Educational Support

  • Up-to-the minute legal education on law changes, planning techniques and document options.

  • Informative seminars, tools and materials to assist members in educating consumers in their communities.

  • Comprehensive one-on-one coaching to support attorneys as they add other services, employees or systems to their practice.

Legal Marketing and Practice Management Tools

  • Development of a Law Firm Marketing Plan

  • A member's-only website, with indispensable information on law firm practice management, legal marketing, and law firm systems.

  • Effective personal websites featuring substantive legal content, a seminar reservation system, and top-notch site designs for member law firms with impressive search results on prime search engines.

Technology & Software Support

Financial Services

  • Development of the Strategic Planning Process

  • Leadership and Management review of member's law practice, financials and staffing and guidance in building a law firm business plan around the existing strengths.

By implementing our systems, you can focus on effectively serving your clients' estate planning and elder care needs, rather than on law firm marketing and management obligations.

Since 1993, the Academy has been a highly-regarded and sought-after resource for attorneys and consumers alike. We've been heralded numerous times by Money Magazine, by Consumer Reports, and by Suze Orman in her book, 9 Steps to Financial Freedom. In 2010, Academy founders Robert Armstrong and Sanford M. Fisch co-authored The E-Myth Attorney: Why Most Legal Practices Don't Work and What to Do About It with small business expert Michael Gerber. The E-Myth Attorney combines business development expertise with legal practice management system to bridge the gap between attorney and entrepreneur.

As our many testimonials indicate, membership in the Academy has fundamentally changed the lives of countless members around the United States. What's holding you back from changing your law practice into a business that allows you to work only four days a week, spend more time with family and hobbies, all while giving your clients superior service? Click HERE to start.


Events

Academy events, such as our Annual Summit, enable members to network with like-minded entrepreneurial attorneys and learn the latest estate planning techniques and practice management tools.

To learn how to attend some of the Members Only sessions as a special guest please contact us at workshops@aaepa.com or by calling 800-846-1555 right away!

“I was moved to share a recent story from my practice. I am sure you hear things like this all the time but I still wanted to share. As a new attorney (new to the practice of law and new to Estate Planning), I started my practice with the Academy. I often find myself relying on Education to feel comfortable in assisting clients or anytime something is or even 'feels' new. The end of last year, I had a case that was very different I emailed Education about the client's problem. Not only did I receive an answer back but Steve took time to talk me through the fact pattern and send me fact scenarios to run through with the client, not only helping me understand the law but what I needed to do to assist the client and properly draft the document. Last week, I had a lunch and learn with the advisor that referred the client to us and she commented that without my knowledge she sent the plan and documents to her brokerage company's attorney. They told her that it was the 'most thorough and complete estate work they have seen in years.' Needless to say, the advisor will be sending me additional work in the future. I am sure you hear things like this all the time but I really appreciated the time all the Academy staff takes to invest in our practice and lives and felt compelled to share this story.”

Melanie L. — Virginia Member
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