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.
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Legal and Educational Support |
It's Where I Want It |
I Need To Create It |
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Substantive Training |
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- Basic and Advanced Educational Events
- Optional Tax, Elder Law, IRA or Other Estate Planning Related
Courses
- Optional Initial Consultation or Recording of Past Trainings
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One-on-One Legal Support, Email or Phone Answers to Specific Legal Questions |
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Written Guides on Substantive Issues |
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Substantive Law Training Library |
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Alerts on Current Developments |
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Basic Estate Planning Course and Support |
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Updates on Recent Rulings |
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Focused Advanced Case Design Training |
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Practical Drafting Training |
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Monthly Educational Conference Calls |
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Access to Frequently Asked Questions Library |
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Courses on Advanced Topics |
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Regular Estate Planning Document Updates |
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Core Curriculum I Recordings and Materials |
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Core Curriculum II Recordings and Materials |
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Core Curriculum III Recordings and Materials |
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706 Preparation Recordings and Materials |
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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 |
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One-on-one Coaching with Unique Agenda for Regular Meeting Tied To |
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- Strategic Planning Process and Discussion
- Marketing Plan, Execution and Review
- Leadership and Management of the law practice, financials and
staffing
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Personnel Systems |
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- Hiring Module including Personnel Ads, Job Descriptions, Orientation
Schedules and Offer Letters along with Sample Employment Contracts
- Testing Recommendations and Benchmarks
- Customizable Employee Handbook
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Practice Management Systems |
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- 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
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Training on Effective Consultations |
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Business Planning Support |
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- 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
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Staying Current with Monthly Conference Calls on Business and Marketing Strategies |
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Updated Estate Planning and/or Elder Law Marketing, Materials and Website |
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Integrated Marketing Guide Spelling Out Complete Instructions On The Use Of All Client And Prospective Client Materials For Staff |
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Current Year Marketing Calendar Template and Coaching |
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Ad and Direct Mail Library |
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- Coaching Support Aids in Customization of Ads and Direct Mail
- Academy Designer Available to Design Existing or Special Marketing Pieces
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Niche Marketing Modules and Presentation Tools |
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- 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
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Referral Marketing Seminars and Tools |
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- Online eAlerts and Instruction Provided
- eAlert Delivery System
- Automated mailing program with special custom designs for each follow-up use
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30+ Informative Estate Planning Related Reports Available for Consumers |
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Seminar Direct Mail System |
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Endorsed Seminar Marketing Instructions and Materials |
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Marketing through Non-Profits Instructions and Materials |
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Email Content and Instruction for Building Referral Relationships |
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Newspaper and Magazine Articles Ready to Customize and Ongoing Public Outreach Tools |
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Professional Image Building Tools |
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- Customized Stationery
- Quarterly Consumer Newsletters; in print and also available on member websites
- Law Firm Brochures
- Over 15 Press Releases Templates
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Working with TV and Radio Module |
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Working with the Media Instructions |
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Online Press Release Presence for Law Firm Successes |
Technology & Software Support |
It's Where I Want It |
I Need To Create It |
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Database and Document Assembly Program Under One Hood – to Avoid Double Entry of All Client Information |
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- Firm Management Database Loaded with Over 300 Letters and Reports
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Personal Installation, Set-Up and One-on-One Software Training for Custom Estate Planning Software |
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Unlimited Access to Software Tech Support |
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Software Training Video and Audio Sessions |
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Regular Software Training Webinars and/or Conference Calls |
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Updated Computer Hardware Requirements |
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Online Back-Up System Recommendations and Vendor |
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Extensive / Exclusive Access to Estate Planning Attorney Online Support |
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- Online Shopping for Certain Discounted Supplies
- Online Multimedia Center
- Attorney Shared Items Posted on the Website Active
- Exclusive Listserv
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Customized and Maintained Law Firm Websites |
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- 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
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Financial Services |
It's Where I Want It |
I Need To Create It |
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Premiere Alliance with 1st Global Securities |
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- 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
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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
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* 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. |
