American Academy of Estate Planning Attorneys - Document Assembly Software - AAEPA

Document Assembly Software


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 lawfirms. This state-of-the-art software program is kept completely up-to-date bythe 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.


“As a young briefing attorney, a U.S. District Court judge once told me that there is more to the practice of law than being a good attorney. An abundance of knowledge and ability mean little if an attorney lacks the ability to lead his clients, associates, and staff. The attorney's knowledge also means little if the attorney lacks the ability to manage the equalizer that favors none, which is time. Therefore, in light of those challenges, if you seek an enlightened way to transform your law practice into a successful business that delivers quality legal services, and which is then transformed further into a successful enterprise that functions smoothly in your occasional absence, then you should read and heed the wisdom contained in The E-Myth Attorney. If you care not, then you risk repeating the failures of so many who came before you.”

Stephen M. — Texas Member