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:
“The work you've done at the Academy is clearly adding immense value to every single estate planning client your Members are working with. Because of the systems you've created, you've eliminated the chaos, eliminated the confusion and created the blessed result of everybody beginning to plan in an organized, dedicated and productive way.”
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