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Academy Benefits at a Glance: This summary sheet gives
a snapshot of the number of products and services that are included with membership.
A few items are annotated as items that are available at a special cost to members.
A Peek at the Starter Kit: Coming Soon. This animated demonstration
will give you an idea of the immense volume of materials that arrive immediately
after initiating membership.
Document Assembly Program Details: Coming Soon. This animated demonstration of the
DAP software will provide a little more information about the look of the document
as well as the ease of use of the program. See this DAP listing of all of the documents and options available in the Academy's "DAP" Program. This customizable document assembly program is kept
updated by the Academy's Education Department, for more information about this
program click here.
CATS Database Details: Coming Soon. This animated demonstration of the CATS software
will provide a little more information about the look of the database screens
as well as some of the reports that are available.
Tools to Generate Referrals:
The Academy has created the tools necessary for members to
offer CE Credit to advisors in their community. The entire program has a number
of components that are very successful around the country.
Endorsed Vendors offer
products at a preferred Member Rate.
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“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. The 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. — Greensboro, North Carolina Member
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