The functionality of CounselPro that supports our members in the most profound ways is difficult to summarize, please feel free to contact us for a more detailed discussion about the benefits of using software this advanced! Members are thrilled to have the following database responsibilities covered in their practice:
“In 2003 I decided to implement a life balance decision to schedule my office 4 days per week. I was able to easily accomplish this with the assistance from the Academy systems which allow me to work smarter and not just longer. In addition, a Fellow Academy member also provided personal guidance to me on how he had implemented the same strategy some time ago in his practice. This change was implanted without a hitch and remains today.
For me, my membership in AAEPA is about much more than documents or strategies for providing quality estate planning services. It allows me to do all the things that the top estate planners do while maintaining the quality of life that I have chosen. I will never again feel like the practice of law is swallowing me up whole like Moby Dick!”
You can read more about the Academy systems in"The E-Myth Attorney, Why Most Legal Practices Don't Work and What to Do About it,"
co-authored by Michael E. Gerber and the founders of the American Academy of Estate Planning Attorneys, Robert Armstrong and Sanford M. Fisch.
© 2014 American Academy of Estate Planning Attorneys. AAEPA, Inc. All Rights Reserved.Share