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As an estate planning lawyer, you’re clued into the latest developments in estate planning and elder law. You consider yourself an expert, and after years of law school and countless hours researching and writing important documents for your clients, you’re probably a pretty good writer, too.
If you’re hoping to expand your client base and get the word out about your practice, then it might be time for you to start a blog. Blogs have multiple personal and social benefits, and can also serve as a forum for you to offer thoughts about matters relevant to current and potential clients. They are a great way to connect with both your online and offline networks.
According to the 2012 LexBlog report, 155 of the nation’s largest law firms now have blogs or lawyers blogging. Those 155 firms produce 633 blogs amongst them. Perhaps most interestingly, firms that had blogs improved their gross earnings in 2011 about $1 million over law firms that didn’t have blogs. And, if that’s just the big firms, then imagine how an active blog might help people in small- to mid-sized practices.
In addition to encouraging personal and professional development, a blog offers the added benefit of directing web traffic to your site and business. Google products provide over 300,000,000 searches daily, and interesting, relevant content comes to the top of those searches. There are a number of ways that a lawyer or firm can optimize content so that it appears higher in search rankings, through search engine optimization (SEO) of keywords and key phrases.
Though maintaining a blog may require time and effort, it is also free advertising and promotion for your firm. There is no requirement that content be limited to updates in the field and recent cases – you can write about anything you deem appropriate, such as firm events, employee profiles and abstracts of recent research papers. You can also post photos and videos, which are ranked more favorably in search engine results.
In January 2010, we launched the Academy blog as a means to help connect with our community of estate planning attorneys by offering interesting, informative content, mixed with doses of humor and wit. Our blog continues to help us connect with our peers across the country. If you are thinking of starting a blog, we advise you to start creating content as soon as you can. Once you start, you’ll wonder why you didn’t begin blogging sooner.
Robert Armstrong
President and Co-Founder
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
Does your law firm provide a sign language interpreter for deaf or hard-of-hearing clients? If not, you should consider providing one. Recently, a jury awarded a deaf woman $400,000 in a lawsuit against her doctor for not providing that type of service. The key reason it is vitally important to offer sign language services is compliance with Title III of the Americans with Disabilities Act (“ADA”). (Of course, you may also wish to do so because it could be a great source of referrals for estate planning and elder law.)
You may not be aware of this, but since 2006 the Department of Justice has settled cases with at least 14 doctor’s offices and law firms due to ADA violations relating to not providing effective communication avenues to the deaf and hard-of-hearing. In the case of physicians’ offices, it is understandable that they may not understand the ADA’s legal requirements. But, as attorneys, we cannot very well use ignorance of the law as an excuse. It is imperative that we offer our clients, including disabled clients, every possible method of communicating their needs and wishes to us.
It appears that smaller law firms think that because they are small, they don’t need to offer such services. This is a mistaken belief, as Title III has no such safe harbor. In fact, to refresh your memory, Title III states that those with disabilities are entitled to “full and equal enjoyment” of the services of “public accommodation.” And, if you search Title III just a bit further, the list of types of public accommodation include health care providers, hospitals, accountants and lawyers.
In a nutshell, the ADA provisions carry an affirmative duty and a prohibition. This means that lawyers’ offices must not discriminate against those with disabilities who need their services. Accordingly, law offices have the duty to undertake reasonable modifications to their policies, procedures, and practices to offer those with disabilities access to their services.
Often the nature of the service to be provided is based on the needs of the individual, and thus must be approached on a case by case basis. However, this does not mean that offering sign language interpreter services is a cost that may be charged to the client.
How to Communicate Effectively with Deaf and Hard-of-Hearing Individuals
- Do not ask them to bring a relative. Not all family members are fluent in sign language.
- Do not just rely on lip reading. It is not 100 percent accurate and many in the Deaf community do not lip read.
- Pen and paper are not effective methods of communication.
- Choose the best method of communication based on the client’s needs.
- Use professional sign language interpreters.
- Consider video remote interpreting, which uses a computer, the internet, webcams, a phone line, and a live interpreter.
- Consider video relay service, using video phones. The visual mimic of a phone call.
- Try Computer Assisted Realtime Translation or CART, with a steno or CART system specialist, using software and special equipment to offer instant speech to text translation.
- Try Assistive Listening Systems/Devices, which transmit amplified speaking by various methods.
- Use Telecommunication Devices for the Deaf, often referred to as “TDD.”
Does your law office have an effective method in place to assist deaf and hard-of-hearing individuals to communicate with you? If so, what methods do you use?
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
The inbox can be a very noisy place. Email marketing continues to be a highly effective method to connect with, nurture and build long-term relationships with business contacts. But your firm is not the only organization vying for your contacts’ attention. The first way to ensure that your message can be heard over the din is to have an exceptional subject line.
There are few considerations to keep in mind when drafting a subject line for your email: deliverability, captivation, attention, importance and relevance. Here are 10 tips that will help you maximize opportunities by increasing your email marketing effectiveness through subject line finesse:
- Be fresh. Don’t recycle subject lines. Using the same subject line launch after launch could result in your email being blocked by spam filters or dumped into junk folders. Even if it isn’t captured, repetitive subject lines miss the mark in telling the recipient what the email is really about, which is essential not only for improved deliverability but also for sparking interest and engagement.
- Be relevant. Your subject line should be a succinct, descriptive summary of what your email is all about. One of the ways that Internet Service Providers (ISPs) determine whether or not your email is spam or junk is by using an algorithm that compares your subject line to the content within your email. As with Tip #1 above, not only will relevance affect deliverability, but it will also help spark interest in the topic at hand.
- Be concise. Keep subject lines shorter than 49 characters (not words – characters). Any longer than that could be a spam trigger for some ISPs. You should be able to captivate your audience in a few short, expressive words that aptly describe your primary message.
- Be editorial. Think of your subject line like a newspaper headline. Which headlines grab your attention when you browse your favorite paper or online news feed? Utilize an active voice to make your subject line audible amidst the inbox hullabaloo.
- Be interesting. Don’t bore your readers before they even read your message. Pique their curiosity while maintaining relevance to the email’s content, by using questions, thought-provoking statements, or a metaphor that will entice recipients to open your mail.
- Be informative. If your email contains a special video, infographic or event invitation, inform your readers through your subject line of that fact (i.e., “Video: Estate Planning For Dummies,” “Infographic: The Estate Planning Process From A to Z” or “Webinar: Estate Planning Strategies You Can’t Miss”).
- Be branded. It can be a good idea to include your firm’s name in your subject line, provided you have that space to do so (remember how important it is to keep subject lines under 49 characters long). If you are new to email marketing, introducing your campaign by including your firm’s name (or a known abbreviation) in the subject line might help your contacts recognize your emails until they know what to expect from you and when.
- Be calm. Avoid using ALL CAPS (which is equivalent to screaming and SCREAMING IS JUST RUDE) or exclamation marks. In order to convey a sense of urgency, try to use active verbs or include a date or deadline in the subject line (i.e., “Estate Tax Law Sunsets on December 31 – Are You Prepared?”).
- Be safe. ISPs will likely block emails that use certain words in the subject line (or body content). The list of trigger words is constantly evolving, but certain words are clearly unsafe to use. To ensure the “safeness” of your message, don’t use trigger words such as “Free,” “Click,” “Open,” “Sale,” This isn’t junk/spam”, “Visit our website,” “One time only,” or dollar signs. Also refrain from using imperatives such as “Must,” “Now,” “Always,” “Never,” “Immediately,” or “Or Else.”
- Be creative. Put your marketing hat on when drafting your subject line. Allow your creativity to come to the forefront. Read your email message and consider what the most important take-away is. Jot down a few keywords that describe that take-away and play with some interesting, engaging, actionable words to make it sound appealing and worth reading. Check the length and then go for it.
Rise above inbox ruckus by providing your audience with relevant content that is described in an engaging and thoughtful way in your subject line. Your contacts receive dozens of promotional emails every day and time is a valuable commodity for most of us. Use these ten tips to craft a subject line that politely screams “read me!” and lets your message be heard.
Becca Fieler is an Online Marketing Specialist for BizActions, a Thomson Reuters Business, serving as a strategic partner in the planning and implementation of electronic communication and marketing initiatives. She develops and oversees comprehensive programs that present marketing strategies and solutions to diverse audiences, including attorneys, accountants, banks and credit unions, human resource companies and other professional service providers.
Academy Guest Blogger
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
We are always grateful for reviews of The E-Myth Attorney, especially when they come from a source that seems to truly understand the intentions that our Co-Founders, Robert Armstrong and Sanford Fisch, along with author Michael Gerber had in mind when they co-authored the book. We recently came across such a review by attorney Alex Craigie on his Blog At Counsel Table: The Craft and Business of the Courtroom Lawyer and would like to share it with our blogging community. We hope you enjoy it as much as we did!
The original post can be viewed here: http://atcounseltable.wordpress.com/2012/06/26/book-review-the-e-myth-attorney/
Like many business books, the Attorney entry into Michael Gerber’s E-Myth series is substantively less revolutionary than it sounds. But, it contains advice which, if followed, can be transformative.
What is an E-Myth Attorney? “In short, the E-Myth says that most attorneys don’t own a true business–most own a job disguised as a legal practice. They’re doing it, doing it, doing it, hoping like hell to get some time off, but never figuring out how to get their business to run without them. And if your business doesn’t run well without you, what happens when you can’t be in two places at once? Ultimately, your practice will fail.” (From the Preface, xvii.)
The book is largely about transforming lawyers’ approach to their practices, so they think more like entrepreneurs. There seems to be a cherished, romantic view that professionals, like doctors and lawyers, should somehow be above treating their practice as a business. As if being called to the priesthood, one is called to the practice of law, and lawyers should avoid transforming this calling into a profitable enterprise. I read blog posts and commentary that frown upon the notion that lawyers should build their law practice like a business. That thinking is noble and all, until it comes time to pay off student loans or put a child through college. Though we constantly confront media reports to the contrary, I’ve argued that there’s nothing mutually exclusive about being a highly ethical professional, but also thinking like a business person. This is exactly the premise of The E-Myth Attorney.
How should a lawyer think more like an entrepreneur? The E-Myth authors focus heavily on the development of systems, ultimately a “system of systems.” It’s not complicated. Using the fantastic success of McDonald’s as a case study, the book discusses how that company “needed to turn pimply-faced, ADD, teenaged kids into productive workers in charge of multimillion dollar franchises.” (64) How did they do it? By developing a system for performing every task of the business which is imparted through meticulous training to every “pimply-faced, ADD” employee. Figure out how to make the perfect hamburger or french fry, and train every employee to do it that way every time. Starbucks uses the same philosophy, so I know a Grande nonfat latte in Toledo, Ohio or Montecito will taste just like it does in downtown Los Angeles.
Of course lawyers don’t make burgers, fries or lattes. But much of the nuts and bolts of what we do–at least those parts that do not require our active thinking and involvement–are not too dissimilar from making burgers and fries in the sense of repeatability. For example, a law practice that caters to individual clients, such as estate planning or family law, should develop a system for client intake, information and file management, calendaring and billing. These aspects are required for every client, every case. Most intelligent law practices already have systematic procedures for these tasks. But there are other aspects of the practice that are capable of systematization, but which we tend to shun or put off systematizing. Not only should we develop and use form files (they benefit attorneys and clients), but forms should be organized in a way that provides instantaneous access. A practice which sees the same or similar claims or defenses over and over should have form discovery which goes out in every such case and which can be quickly tailored to fit unique or individual facts or claims. Systematizing the familiar and repeatable parts of our practice frees us to direct our minds and attention away from the mundane, and toward that for which each of us are uniquely, and expensively, trained.
The book encourages attorneys to develop a manual about every element of the practice which can be given to a new employee. Without this, the authors argue, the departure of a staff member becomes the kind of catastrophic event from which it takes months to recover. And, the authors touch upon other points, including the notion of being selective in accepting clients, alternative billing arrangements, managing time and alternative marketing strategies.
But, for me, the E-Myth is ultimately about appreciating process. I would argue that actively utilizing process and developing systems won’t just make our law practices more profitable and tolerable (what, take a vacation?!?), but it can help us do a better job as advocates. I’ve seen the beauty of process first-hand, as my long time mentor is nearly obsessed with developing repeatable procedures for everything from answering an email from a client (must be the same day even if a substantive response is not immediately possible), to maintaining discovery notebooks for every case into which are gathered discovery, responses, correspondence about discovery and matrices of document productions in a single place. I’ll confess that, after nearly two decades of trying to follow these procedures, it’s only now that I recognize that attention to process should appeal to everyone, not just the anal-retentive members of our profession. It will make our practice better and our life easier.
Alex Craigie is an AV-Preeminent rated trial lawyer. His practice focuses on helping companies throughout Southern California resolve employment and business disputes. The words in this blog are his alone, and do not reflect the views of the Dykema law firm or its clients. Also, these words are not legal advice and reading or commenting on this blog does not create attorney-client relationship.
Academy Guest Blogger
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
Haven’t we all run across the reluctant client who is sitting in our office stumbling over what they want done for estate planning? It’s tough for people to come in to an estate planning attorney’s office and talk about when and how they may die, what they want to pass on, and what they want to happen if they lose their minds.
Clients need to understand that estate planning is more than just a Will. It encompasses a whole host of other issues that need to be taken into account to draft an accurate and valid estate plan. To that end, we ask the client a lot of very personal questions, so we have an accurate picture of their estate, the beneficiaries involved, and potential challengers. We’re not being nosey. We just need to have an accurate picture. We hope the answers to our questions will provide that picture.
As estate planning attorneys, we need to tell our clients up front that the answers to the questions we ask are vitally important to carry out their express wishes. It is only when armed with the answers to our questions, that we can determine the appropriate documents and draft those documents to cover all foreseen eventualities.
Probing Questions That Need Answers
- If both parents die, who raises the children?
- What happens if everyone dies at the same time?
- Do you have other children/descendants who have not been mentioned?
- Have we covered ALL the important relationships in your life?
- Is your sperm frozen for use later?
- Have you ever made large gifts to others?
- Who will care for your pets?
- What do you want done if you are terminally ill?
- Do you have a postnuptial, prenuptial, or community property agreement?
- Do you have, or have you had, serious/chronic health concerns?
- Is there anything that you have not told me that I should know to effectively plan your estate?
In your practice, do you ask other questions to determine the scope of estate planning for your clients? If so, what are those questions?
For more information, see this interesting Forbes article by Deborah Jacobs.
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
Would your clients like to speak to future generations from beyond the grave? There’s a growing trend of using QR codes to tell life stories on memorial markers.
QR codes are those checkered boxes you see on packages, newspaper and magazine ads, posters and flyers. Ordinarily, you use your smart phone to access online information through a QR code.
If you don’t have a QR code reader application on your smart phone, they are free for download. Here’s how it works. You tap the icon on the screen to launch the app, which uses the built-in camera to capture the image of the code.
Once it has read the code, a special web site immediately pops up in the Internet browser on your phone. It can be additional information about a product, a special web page that’s readable on smart phones, it can be a video, or a whole range of information.
The cool thing about QR codes on headstones is that you can scan the code and immediately learn more about the person than simply their date of birth and death. You can see a video of the person while they were alive, maybe dispensing words of wisdom. You can see photos, read or hear stories, and list the family tree. Just about anything you can put on a website can be incorporated into a site associated with a unique QR code. This is storytelling from beyond the grave.
The family is put in charge of putting the content onto these sites. One person is made the administrator, and given an access code to make the additions and changes. Many companies offer the web hosting and direct customer support for the QR code programs they provide.
One provider has a long history in the monument business. Jack Katzman was a pioneering Minneapolis-based headstone maker who started his business in 1935. With no one in the family interested in taking over, he closed shop in 1981 and died a few years later.
Last year, his grandsons Norm and Loren Taple reopened the monument business using an online portal to service clients all across North America. The Minneapolis Star-Tribune recently did a story about how the Katzman Monument Company is bringing headstones into the 21st Century with the addition of QR codes.
The Doyenne of Death™ Gail Rubin is a Certified Celebrant who brings light to a dark subject and helps get funeral planning conversations started. She looks forward to presenting “Laughing in the Face of Death: Funny Films for Funeral Planning” at the 2012 AAEPA Fall Summit in San Diego. Her website is www.AGoodGoodbye.com.
Academy Guest Blogger
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
An estate planning attorney’s job is no easy matter when the client does not reveal all of their relationships and other important matters. Case in point: Thomas Kinkade, a well-known American painter, who lived in California, died last year. Ever since then, his estate has been in dispute. It seems his girlfriend produced two handwritten Wills, indicating she was the sole beneficiary of his estate. This revelation came as a shock to Kinkade’s wife and family.
Things started to unravel when the girlfriend filed a motion to probate the two disputed Wills. The estate attorney fired back that the estate and trust were considered final, and she was breaching a confidentiality agreement set up to protect his assets, wife, and kids. The Wills she submitted stated she was to receive Kinkade’s art collection, worth about $66 million, plus an additional $10 million, to run a museum featuring his works.
To summarize this situation, although there were proper estate planning documents in place, Kinkade’s wishes can’t be carried out because two opposing parties are fighting in court over conflicting documents. Had Kinkade re-visited his estate planning strategy prior to his death, he could have updated his estate plan, had that been his intention to do so, and made his specific wishes clear. As it was, he left behind two holographic wills that are not consistent with his other estate planning documents.
Who will win? The court will determine that. But, by the time the dust has settled on this case, the value of the legacy Kinkade left behind, including his works of art and his reputation will have diminished significantly. In this case, the estate planning attorney was kept in the dark about the client’s true situation. A messy situation resulted.
While you cannot force your client to tell you all their relevant information, it is important to impress upon them that not doing so may jeopardize the very estate plan they are coming to you to establish.
For more information see:
Los Gatos Patch, “Thomas Kinkade Girlfriend Fights Request to Keep Probate Matter Private,” Sheila Sanchez, June 28, 2012
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
Thanks to all of you for sharing your thoughts regarding the tragedies of 9/11. One alerted me to S.J.’s poignant email on the list serve. Some of you may remember that I was in D.C. at that time. My recollections of standing on top of our office building watching the plumes of smoke and fire from the Pentagon are vivid. The twin sister of one of my staff members was caught in Tower I. Tola did not know her sister’s fate until late that afternoon. You can imagine the trauma. Her phone rang around 5 P.M., she did not want to answer, but she finally did. She heard a voice say, “Your sister is lying here next to me and she made it out. I think she’s going to be okay.”
It certainly impacted our lives, our perspective…forever. Our experiences, our attachment to the event pale next to those innocent lives lost and the family members who can only embrace the memories in their absence. Perhaps the only gift we can give them is to remember, to hold them in our hearts and our prayers.
We are never safe from those who wish us harm. Thinking, denying or wishing it otherwise will never change that.
God bless all 2,996 lost, the more than 6,000 injured and their families.
Mr. Parman is a frequent guest on the radio and can be seen on television talk shows explaining the importance of proper estate planning. Prosperity Productions selected Mr. Parman is a featured speaker in a nationally-recognized educational video on Living Trusts. He is the author of numerous published articles on financial and estate planning matters and the co-author of two books, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy and Guiding Those Left Behind in Oklahoma: Settling the Affairs of Your Loved Ones.
Mr. Parman is a Member and Fellow of the American Academy of Estate Planning Attorneys. He is also a member of the Oklahoma and Missouri Bar Associations, the American Bar Association, and the Oklahoma City Estate Planning Council.
Academy Guest Blogger
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
When should clients review their advance directives for updating?
The ABA Commission on Law and Aging offers an easy-to-remember guide: the “5 D’s.” Per the Commission, a client’s directive should be reviewed when any of the following occurs:
- Death of family or friend
- Experience a significant Decline in health
As the client’s estate planning attorney, you are unlikely to be aware when many of these triggers occur. And it’s just not realistic to expect clients to remember to contact you if one did. Clearly, clients will need some assistance.
Using the 5 D’s as a guide, here are a few ideas for helping clients keep their directives updated – that also help you keep in touch with them:
- Send an annual reminder to all clients about the 5 D’s. If any of the D’s applies to them, ask them to contact you and to review their directives. Consider scheduling this communication around National Healthcare Decisions Day, which occurs annually on April 16. Click here if you’d like to receive a sample 5 D’s graphic that doubles as a client reply card, along with a sample reminder letter.
- On a client’s birthday that begins a new decade of life, send a personalized reminder letter to review their advance directive. Or, invite them in for a quick update meeting to take care of this (consider having your paralegal handle it). If the client hasn’t been back to your office in the past 10 years, you might want to offer this update gratis to help renew the relationship.
- If you have a client maintenance program or annual updating program of any kind, you will certainly include a healthcare directives update. Most firms do the review every 1 or 2 years.
In the course of updating clients’ advance directives, you may discover other changes in their lives that result in additional client matters right then. And that’s all to the good. But regardless, this type of contact is part of providing ongoing counsel to clients. It communicates that you are primarily interested in a relationship with your clients for the long haul.
Randi J. Siegel, MBA, is the President of DocuBank (docubank.com), the largest advance directives registry in the U.S., which ensures that the emergency information and healthcare directives of its 200,000 enrollees are immediately available 24/7/365. Working with estate planning professionals since 1997, Randi frequently speaks at national estate planning conferences and has appeared on radio and television as an authority on registries. A member of the International Society of Advance Care Planning, she is active in health policy and health education related to advance care planning and advance directives and serves as Pennsylvania liaison to the National Healthcare Decisions Day initiative. Randi is an ongoing contributor to the Academy blog.
Academy Guest Blogger
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
As of December 2011, more than 100 million Americans were watching online video content on an average day, representing a 43-percent increase versus the year before. With this recent explosion of online video viewing, smart business owners are considering what the trend means for their own marketing strategies.
- More Americans watching videos = larger target audiences
In the past, online videos were primarily viewed by young, tech-savvy audiences, but that is no longer the case. Recent research conducted by the Pew Internet & American Life Project Educational found that seven in ten adult internet users (69%) have used the internet to watch or download video. That represents 52% of all adults in the United States. This audience presents more opportunities than ever for companies to reach their desired prospective customers.
- The average length of each video has increased from 5.0 minutes to 5.8 minutes per video
With online video attention spans increasing, there’s greater opportunity to capture more of the public’s attention with valuable information. Delivery of in-depth information and informative “sales pitches” via video are now a viable option.
The number of videos viewed is expected to continue increasing, with more and more high-quality, original content syndicated across multiple platforms. How can you take advantage of the phenomena?
- Create short videos answering the questions most frequently posed by your clients
- Film a short video invitation to your next seminar
- Capture testimonials from happy clients on video – don’t forget to obtain a photo release!
- Record short “Meet the Staff” video blogs so prospects can become familiar with your practice
- Once recorded, these videos can be uploaded to your YouTube channel, blog, and various other video marketing outlets.
Video marketing doesn’t have to be complicated. With some simple equipment, the right lighting and some great content ideas, you too can jump on the video marketing bandwagon – and introduce your audience to an ever-widening audience.
Rita Chaires
SEO and Social Media Manager
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
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