Toll Free 1.800.846.1555

Working With Academy Members


HELPFUL LINKS

Member Login

Find an Attorney

As recommended
by Money Magazine,
locate an attorney in YOUR area.



ABOUT MEMBERSHIP

Special Promotion

Getting Your Membership Started
Free Online Audio Sessions
Tools You Can Use While You Investigate Membership
Frequently Asked Questions About Academy Membership

TOTAL SOLUTION

The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs.


The Academy's Legal Education Department is one of the most sought-after and appreciated Academy service. The total number of years of experience with Estate Planning, Medicaid and Financial Services in this department is overwhelming. Ask anyone in the membership which aspect of the Educational support offered is used the most in their firm and you're likely to get 10 different answers from 10 different members!

The Education team stays busy keeping the documents current, updating the membership on law changes and recent developments through "FYIs", creating materials for training and answering questions from the membership. A complete online knowledge base for use when unique client needs arise.

While some members transitioning from another type of law practice to this field may enjoy the comprehensive training programs, a more experienced member gets the most out of the constant stream of alerts updating the membership on the latest breaking news and case study information related to estate planning. Still other members value the monthly educational conference calls or sessions at our Summits twice per year.

The Academy endorses the significant substantive training that is essential to be effective counseling clients. The amount of continuing legal education (CLE) offered by the Academy surpasses 40 hours per year and the Academy expects members to have 36 hours of relevant CLE each year. CLE can be met by attending local CLE events, listening to qualified CLE audio recordings or qualified live conference calls or attending Academy educational events. Our members are very proud to be among the most sophisticated, educated estate planning attorneys in the country. Whether a member has “met” or “not met” the Academy recommended education, is reflected on the member listing.

The Education Advisory Board (eab@aaepa.com) was created to ensure that the Academy's development of Educational support for the members remains on target. This Board consists of 6 members and a Chairperson of the board. They assist the Academy with the planning of future projects and provide essential feedback on projects in progress. Feel free to direct any questions you wish to this board as you investigate membership.

Document Language Committee (DLC)
The Education Advisory Board (EAB) of the American Academy of Estate Planning Attorneys announces the formation of its Document Language Committee. The Document Language Committee will review existing document language, make suggestions for additions or changes to existing document language, and review requests for changes or additions to documents requested by Members, including those on the DLC. Changes or additions approved by the DLC will be submitted to the EAB and the Academy Education Department for inclusion in future releases of CounselPro. Contact the DLC by emailing DLC@aaepa.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

“Being a member of the Academy is like being a member of a large law firm. When I have a question about any topic that I don't know the answer to, I can always get the answer from the Academy. As a sole practitioner that is very important to me.”

Stan B. — Washington Member

Read More Testimonials