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TOTAL SOLUTION

The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs.


Software is an essential tool for real success in business. A law firm invests money and time in generating interest in their services, they meet with potential clients and make creative decisions with the client enabling that client to achieve the goals they have for building, preserving, protecting and distributing their wealth… and after all that, if they can't efficiently create unique timely documents, they risk losing the business or earning a reputation for being sloppy or slow.

Because Estate Planning documents are so complex, software that gives an attorney every conceivable option to solve a client's problems is extremely difficult to come by.

The Academy's "CounselProTM" is the most comprehensive document assembly program available and it's only available to members and the other attorneys in those member law firms. This state-of-the-art software program is kept completely up-to-date by the Academy's Education and Technology Departments, leaving the attorneys in the membership free to actually practice law.

The Academy's Technical Support team recommends the appropriate hardware to support the Academy software. They coach a member's staff person through the installation and then provide the training necessary to operate the software.

“The Academy has been the difference between my law practice being a success and not being a success. It has allowed me to support my family. ”

John K. — South Carolina Member

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