American Academy of Estate Planning Attorneys - Homepage - AAEPA





American Academy of Estate Planning Attorneys

The American Academy of Estate Planning Attorneys is an exclusive, membership organization that serves the needs of estate planning attorneys and law firms nationwide. Since 1993, we have been dedicated to promoting excellence in estate planning by providing our attorneys with comprehensive document creation software, up-to-date research on estate and tax planning matters and exceptional educational training materials.

Our wide-variety of business building and practice management systems help attorneys create and grow successful law practices. These extraordinary programs enable our members to effectively help families and businesses address all of their estate planning and elder care needs.

Academy attorneys are held to a high educational standard. The Academy expects each attorney to complete at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year. This ensures that Academy attorneys are highly educated and up-to-date in these complicated areas of law. No other legal membership organization sets such rigorous standards for its members.

Our exclusive organizational structure allows only a limited number of attorneys into our membership. This unique structure, coupled with our high educational standards, allow our attorneys to be the premier estate planning and elder law firms in their communities.

For over 16 years, the Academy has been a highly-regarded and sought-after resource for attorneys and consumers alike, and has been recognized by Consumer Reports, Suze Orman in her book, 9 Steps to Financial Freedom and numerous times by Money Magazine.

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The main focus of the Academy is to provide attorneys with the type of support that allows them to spend most of their time meeting with clients instead of unraveling business related issues inside of their practice.

The Academy fosters excellence in planning and complete wealth care services among its members through:

  • Up-to-the minute legal education on law changes, planning techniques and document options.

  • State-of-the-art software and training for complete (basic and advanced) document assembly and law firm management.

  • Superior seminars, tools and materials to assist members in educating consumers in their communities.

  • Effective personal websites featuring substantive legal content, a seminar reservation system, and top-notch site designs for member law firms with impressive search results on prime search engines.

  • Comprehensive one-on-one coaching to support attorneys as they add other services, employees or systems to their practice.

  • Continuing Education standards are frequently exceeded by Academy members.

“I left an in-house counsel position at a large bank to start my own practice at a time that the bank was being prepared for a merger and my position was likely to terminate. I had no clients and only a sketch of a business plan in my head. I linked up with a couple of life insurance agents who were giving living trust seminars to prepare the documents for their customers. I was paid separately and had the clients sign a separate engagement agreement. I didn't know enough about what I was doing and needed a big jump start. I saw an ad for the American Academy of Estate Planning Attorneys and began to do a lot of due diligence. I borrowed the necessary money for the membership and to hire a very competent secretary, took the training, read the materials and started to do seminars almost immediately.

I now have a partner, an associate and a former partner who is of counsel with my firm. We are keeping 11 full-time and 2 part-time employees busy and manage to bring in close to $2M in revenue each year.”

Brad A. — Nevada Member
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