As the Academy has taken shape over the past 15 years
—the growth has quite simply taken on everything possible that is required for an attorney to become known
as the premier estate planning practice in his or her community.
The following list includes many of the areas of support provided to Academy Members.
Simply put, if the attorney in a law firm cannot be the knowledgeable counselor
to clients and competent CEO to his business—there won’t be a law firm
very long. Academy members strive to be there for their clients
for generations .
Where do you get these needs met now? You can certainly put the pieces together
and create a successful practice without the Academy—but attorneys who know
the value of spending their time with clients instead of “recreating the wheel”
make serious inquiries about how the incorporation of some of these tools can change
their practice and their life.
Name:
Email:
Legal and Educational Support
It's Where I Want It
I Need To Create It
Substantive Training
Basic and Advanced Educational Events
Optional Tax, Elder Law, IRA or Other Estate Planning Related
Courses
Optional Initial Consultation or Recording of Past Trainings
One-on-One Legal Support, Email or Phone Answers to Specific Legal Questions
Written Guides on Substantive Issues
Substantive Law Training Library
Alerts on Current Developments
Basic Estate Planning Course and Support
Updates on Recent Rulings
Focused Advanced Case Design Training
Practical Drafting Training
Monthly Educational Conference Calls
Access to Frequently Asked Questions Library
Courses on Advanced Topics
Regular Estate Planning Document Updates
Core Curriculum I Recordings and Materials
Core Curriculum II Recordings and Materials
Core Curriculum III Recordings and Materials
706 Preparation Recordings and Materials
Recordings of All Past Trainings on Specific Topics to Refer To
Marketing and Practice Management Tools
It's Where I Want It
I Need To Create It
One-on-one Coaching with Unique Agenda for Regular Meeting Tied To
Strategic Planning Process and Discussion
Marketing Plan, Execution and Review
Leadership and Management of the law practice, financials and
staffing
Personnel Systems
Hiring Module including Personnel Ads, Job Descriptions, Orientation
Schedules and Offer Letters along with Sample Employment Contracts
Testing Recommendations and Benchmarks
Customizable Employee Handbook
Practice Management Systems
Planning and Organizational Set-Up
Creating a Client-Base
Workflow Systems for document Creation and final signings
Practice Building Audio Recording Series in the Starter Kit
Training on Effective Consultations
Business Planning Support
Strategic Planning Forms and Coaching
Marketing Planning / Coaching Calls
Financial Analysis with Access to Comparison to Other Member
Firms
Practice Building Coaching and Follow Up Tracking Support
Staying Current with Monthly Conference Calls on Business and Marketing Strategies
Updated Estate Planning and/or Elder Law Marketing, Materials and Website
Integrated Marketing Guide Spelling Out Complete Instructions On The Use Of All Client And Prospective Client Materials For Staff
Current Year Marketing Calendar Template and Coaching
Ad and Direct Mail Library
Coaching Support Aids in Customization of Ads and Direct Mail
Academy Designer Available to Design Existing or Special Marketing Pieces
Niche Marketing Modules and Presentation Tools
Farmer / Rancher Marketing and Seminar
Business Owner Marketing and Seminar
Legacy Wealth Planning Marketing and Seminars
Marketing Tools to Care for Your Existing Clients
CE and CLE Courses Available for Specific Audiences
Referral Marketing Seminars and Tools
Online eAlerts and Instruction Provided
eAlert Delivery System
Automated mailing program with special custom designs for each follow-up use
30+ Informative Estate Planning Related Reports Available for Consumers
Seminar Direct Mail System
Endorsed Seminar Marketing Instructions and Materials
Marketing through Non-Profits Instructions and Materials
Email Content and Instruction for Building Referral Relationships
Newspaper and Magazine Articles Ready to Customize and Ongoing Public Outreach Tools
Professional Image Building Tools
Customized Stationery
Quarterly Consumer Newsletters; in print and also available on member websites
Law Firm Brochures
Over 15 Press Releases Templates
Working with TV and Radio Module
Working with the Media Instructions
Online Press Release Presence for Law Firm Successes
Technology & Software Support
It's Where I Want It
I Need To Create It
Database and Document Assembly Program Under One Hood – to Avoid Double Entry of All Client Information
Firm Management Database Loaded with Over 300 Letters and Reports
Personal Installation, Set-Up and One-on-One Software Training for Custom Estate Planning Software
Unlimited Access to Software Tech Support
Software Training Video and Audio Sessions
Regular Software Training Webinars and/or Conference Calls
Updated Computer Hardware Requirements
Online Back-Up System Recommendations and Vendor
Extensive / Exclusive Access to Estate Planning Attorney Online Support
Online Shopping for Certain Discounted Supplies
Online Multimedia Center
Attorney Shared Items Posted on the Website Active
Exclusive Listserv
Customized and Maintained Law Firm Websites
Tracking Reports on Site Visitors
Optional Keyword Programs for Search Engines
Easily Customizable by Law Firms
Support Provided
Law Firm Email and Support Available with Website
Financial Services
It's Where I Want It
I Need To Create It
Premiere Alliance with 1st Global Securities
Comprehensive Training Program – Matrix2
Decades of Experience with Professionals Offering Financial Services
One-on-One Coaching for Business Set-Up and Planning for Clients
Help Getting Licensed and Setting Up Shop
State by State Ethics Rules for Ancillary Business
Attorney Specific Marketing Programs
Emphasis on Comprehensive Wealth Care for Clients
Complete Services: Insurance – Securities – Money Under Management
Competitive Compensation Packages
State of the Art Software Tools
NGL – Funeral Trust Program
Other Member Benefits
Geographic Exclusivity
Right to Promote Academy Affiliation
Access to All Academy Products
Transferable Membership*
Volume Discounts on Vendors Services and Supplies
Member Networking
Members-Only Meetings
Members and Staff Listservs
Participation in Financial Database
Participation in National Deed Filing Service*
Model Chart of Accounts
Two Legal Education, Marketing and Practice Management
Two Summits Per Year
Optional Advanced Topic is Typically Offered at Most Fall Summits
in San Diego
Hands-on Computer breakout training at most Fall Summits in
San Diego
Marketing focus at most Spring Summit breakout sessions
* Available at extra cost.
Seminar systems include power point files, marketing materials, handouts and evaluations.
NOTE: The Academy reserves
the right to change the contents of the Academy Membership Programs and Benefits
and the Executive Starter Kit from time to time, without notice.
