American Academy of Estate Planning Attorneys - Tools For Investigating Membership - AAEPA

Tools For Investigating Membership

Attorney Listing - Add your firm to this top-ranked national directory of Estate Planning, Probate and Elder Law Attorneys. This site ranks in the top 10 search results on Google, Yahoo! & MSN for nearly every city listed within the directory.

Deed Processing Assistance Program - Academy members assist each other with their out-of-state deed processing needs. There is a friendly agreement in place regarding the range of fees members charge each other for this work.

If you have clients with out of state property and you wish to have an Academy member assist you, please refer to the instructions that members use when they work with each other. Also refer to the complete Member Listing to find an attorney in the appropriate state.

Next Free Conference Call - Available to Non-Members
Most of your questions about what membership includes and the degree of impact on your practice will be answered on this free conference call. Join this no-obligation 1-hour conference call to learn more about membership. This call is presented by the two Academy founders and owners, Robert Armstrong and Sanford Fisch. They will highlight the benefits of membership and introduce a guest member who can describe the use of these tools in his or her own practice. Q&A follows.

Free Online Audio Sessions - A number of audio recordings have been made available to non-members. These audio recordings can be heard through your computer. There are recordings of conference call discussions about membership as well as two past educational sessions available at no charge.

Sample Academy FYI - The Education Deparment summarizes cases, law changes, and any current development - then distributes these FYIs to the membership before most of this information is readily available anywhere else!

Bonus Academy Information Packet - Our BONUS INFO PACK on membership includes a multitude of samples that will give you a close-up view of the quality of materials members can rely on. The Education Department writes a monthly educational/marketing piece for members to educate professional advisors in their areas. Our Education team also summarizes cases, law changes, and any current development - then distributes these FYIs to the membership before most of this information is readily available anywhere else! This multi-prong advisor education approach is one of the important tools members use to generate referred business. We will also include various marketing materials such as a sample quarterly newsletter in this Bonus Info Pack as well!


“I have used virtually every aspect of the Academy from education to what furniture to purchase. I found that with the basic practice building systems I would do better to follow the Academy method almost to the letter. Whenever I have felt I had a better way, I almost always lost valuable time and revenue. We currently use the AAEPA software exclusively for the living trust and related documents. We use the AAEPA documents for other trusts, as well, except for one or two of the more technical trusts.”

Brad A. — Nevada Member