About the Academy
The American Academy of Estate Planning Attorneys is the premier national organization promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research, educational materials, and other vital practice management techniques. You don’t have to take our word for it, the Academy has been recognized by Money Magazine, The John Tesh Radio Show and Suze Orman in her book, 9 Steps to Financial Freedom.
The Academy's time-tested systems are based on one of the most successful estate planning law practices in the country, Armstrong, Fisch & Tutoli, APLC, a thriving firm in Southern California. Over 25 years ago, when their effective marketing programs began generating more clients than they could handle, they saw the need to systemize their law practice, streamline production methods and utilize state-of-the-art law practice management techniques. Subsequently, they recognized a similar need among attorneys nationwide.
Since 1993 when the Academy first made these efficient and quality oriented systems available, attorneys from around the country have been able to deliver unparalleled service to their clients. The Academy serves law firms in over 130 geographic areas in forty-five states, and its members include some of the most widely recognized experts in the estate planning field.
The Academy is owned and operated by the original founders, Robert Armstrong and Sanford Fisch. Its focus to stay on the cutting edge of estate planning and elder law related services keeps members from around the country equipped for success.
Helping the founders keep the Academy on course is a talented, committed collection of professionals experienced in this industry. Meet the Staff, feel free to contact anyone on staff if you feel they could assist you as you investigate membership.
For additional information on the Academy and its track record of success, ask to speak to a member who may have joined membership in a situation similar to yours. Learn how Academy membership not only transformed their practices, but their lives.
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“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