Featured Webinar on the 11 Essential Systems Successful Estate Planning Practices Must Implement


American Academy of Estate Planning Attorneys - AAEPA

American Academy of Estate Planning Attorneys

The American Academy of Estate Planning Attorneys is an exclusive, membership organization that fosters the explosive growth of estate planning law firms nationwide through the use of our diverse business building and legal practice management systems.

The Academy's comprehensive set of tools, available exclusively to our members, include:

Legal and Educational Support

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

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

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

Legal Marketing and Practice Management Tools

  • Development of a Law Firm Marketing Plan

  • A members-only website, with indispensable information on law firm practice management, legal marketing, and law firm systems.

  • 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.

Technology & Software Support

Financial Services

  • Development of the Strategic Planning Process

  • Leadership and Management review of member's law practice, financials and staffing and guidance in building a law firm business plan around the existing strengths.

By implementing our systems, you can focus on effectively serving your clients' estate planning and elder care needs, rather than on law firm marketing and management obligations.

Since 1993, the Academy has been a highly-regarded and sought-after resource for attorneys and consumers alike. We've been heralded numerous times by Money Magazine, by Consumer Reports, and by Suze Orman in her book, 9 Steps to Financial Freedom. In 2010, Academy founders Robert Armstrong and Sanford M. Fisch co-authored The E-Myth Attorney: Why Most Legal Practices Don't Work and What to Do About It with small business expert Michael Gerber. The E-Myth Attorney combines business development expertise with legal practice management system to bridge the gap between attorney and entrepreneur.

As our many testimonials indicate, membership in the Academy has fundamentally changed the lives of countless members around the United States. What's holding you back from changing your law practice into a business that allows you to work only four days a week, spend more time with family and hobbies, all while giving your clients superior service? Click HERE to start.


Academy events, such as our Annual Summit, enable members to network with like-minded entrepreneurial attorneys and learn the latest estate planning techniques and practice management tools.

To learn how to attend some of the Members Only sessions as a special guest please contact us at workshops@aaepa.com or by calling 800-846-1555 right away!

“In my 23 years as an attorney, I've been through many practice models. I've worked in a prestigious firm, worked for the Federal Government, worked in a small firm, operated in a partnership and ultimately opened my own firm. During the first half of my career, I was diligently searching for the model which would make me happy and allow me to honorably serve my clients and still have a balanced family life. I've worked closely with the two gentlemen who helped write this book and I attribute my success and happiness as a lawyer and layperson to their coaching. This book is the perfect primer for new law school graduates and seasoned attorneys seeking the answers which have alluded them in striking the right balance between life and law. Unfortunately, while law school teaches you how to think like a lawyer, it does a poor job of teaching you how to operate in a law firm or run a legal business. I've read all of Michael Gerber's books and heard him speak numerous times. I think he's right on point. This book is a supplement to his other books and specifically addresses the challenging issues which cause attorney dissatisfaction and law firm failure. If you are a satisfied attorney you shouldn't read this book. It's not for you. If you are not happy, this is the place to start. Legal practices are changing at a rapid speed. The old models are being replaced like yesterday's garbage. Successful, happy lawyers understand the skills involved in operating their practices as businesses. In my experience, this creates happy, satisfied clients. It's a win-win situation. Two of my children are now in college, both wishing to pursue different passions. I've encouraged both of them to get business degrees and learn accounting, computer skills, social networking, human resources, entrepreneurship and the myriad of other components mentioned in this book.”

Cheryl D. — North Carolina Member
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