American Academy of Estate Planning Attorneys - Events - AAEPA

Scheduled Events

Create a Purpose and Profit-Driven Law Practice!

BE OUR GUEST: Limited Time Opportunity

Join us for our VIP Estate Planning Boot Camp

April 30-May 1, 2014
Followed by the 2014 Fall Summit
May 1-4, 2014
JW Marriott Houston
Houston, TX

Call (800) 846-1555 or email with any questions or assistance with registering

Wednesday, April 30 - Thursday, May 1

At this 8-hour Boot Camp, Academy co-founders Robert Armstrong and Sanford M. Fisch
will show you how to realistically add
thousands of dollars a month
in EXTRA revenue to your practice.

DO NOT DELAY! We only have a few VIP seats still available for our live Boot Camp in Houston, TX. Download the Boot Camp Application now to see if you qualify to attend!

We look forward to seeing those attorneys serious about transforming their practice in May -- you won't believe where your practice will go after the conclusion of this training!

P.S. Click here to preview the Boot Camp Agenda.

2014 Spring Summit
April 30 – May 4, 2014 in Houston, Texas

Were you unable to attend the 20th Anniversary Fall Summit in San Diego? Don't make the mistake of missing our Spring Summit, too! Academy Summits are the cornerstone of Membership – where the most successful and entrepreneurial estate planning attorneys from across the country gather. Academy Summits cover educational, practice management, and marketing topics.

To learn how to attend some of the Members Only sessions as a special guest, please contact us at or call 800-846-1555.

Detailed Agenda:
We’re still finalizing our 2014 Spring Summit Agenda; please check back for updates.

Curious about previous Academy Summit Agendas? Interested in Membership? Click here to download the 2013 Fall Summit Agenda. Contact or call 800-846-1555 to receive a recording of an educational session from our last Summit or to review past Summit agendas.

If you are interested in Membership or have any questions, call 800-846-1555.

Hotel Information:
JW Marriott Houston
5150 Westheimer Road
Houston, TX 77056

2013 Fall Summit Sponsors

Legacy Safeguard
Premier Planning & NGL

Premier Planning, LLC is one of the nation's leading consulting and marketing companies in the insurance industry. Through their expertise and commitment to excellence, they are dedicated to creating innovative products and marketing services for the life insurance industry. Premier Planning assists advisors throughout the country help their clients plan for the inevitable with the NGL Funeral Trust and Legacy Safeguard service.

Since 1910, National Guardian Life (NGL) has been one of America's most successful and highly rated independent mutual life insurance companies. NGL specializes in final expense planning, dental and vision insurance and funeral prefunding, with consolidated assets exceeding $2.7 Billion. NGL's success is attributed to dedication to the highest standards of quality and integrity which is reflected in every aspect of our business".

DocuBank - New Member Lunch Sponsor

DocuBank provides clients and hospitals with immediate access to their healthcare directives and emergency information, 24/7/365. DocuBank is easy! The Academy has integrated the enrollment form into CounselProTM, so enrolling clients is virtually effortless for your firm. DocuBank can protect all your clients' important documents with DocuBank SAFE - an on-line document storage solution. For more information on these valuable services, call us at (610) 667-3524 or visit

Response Marketing Excellence - Bronze Sponsor

The largest direct mail marketing company in the industry and now an approved Academy vendor for all direct mail seminar marketing needs. RME has marketed over 500,000 consumer seminars for over 15 years and is working with Academy members.

BizActions - Coffee Break Sponsor

BizActions is the "Best in Class" provider of e-Newsletter solutions. Our 21st century suite of e-marketing applications enables Estate Planning professionals to send customized and targeted communications that enhance client relationships, retain business and generate leads.

ElderCare Channel - Sponsor

The Eldercare Channel is a video-guided web directory and online magazine to local senior care that is designed to help our Video Hosts open up limitless avenues for potential customers to find them on the web and to help our Video Hosts stand out as their city's most knowledgeable senior care experts.

Personnel Profiling - Sponsor

Personnel Profiling Inc. provides online state of the art employment assessments. Benchmarks for key positions have been designed to match the traits in common of successful employees at other Academy firms. For more information call us at 502-895-9297 or visit

Trusts & Estates – Media Sponsor

Trusts & Estates is a preeminent, peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and nonprofit corporations. All access subscription includes 12 print issues, access to Trusts & Estates Plus iPad app and premium content on

“I have been a member of the American Academy of Estate Planning Attorneys for six years. The Academy is the single most important professional tool I have found in my sixteen years of practice. AAEPA provides me with top-notch educational training, turn-key business systems, marketing expertise, financial acumen and colleagues, now friends, who readily share information and support without worrying about competition. While initially deciding to join was scary and expensive, the rewards have far exceeded my expectations.”

Cheryl D. — North Carolina Member