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 left an in-house counsel position at a large bank to start my own practice at a time that the bank was being prepared for a merger and my position was likely to terminate. I had no clients and only a sketch of a business plan in my head. I linked up with a couple of life insurance agents who were giving living trust seminars to prepare the documents for their customers. I was paid separately and had the clients sign a separate engagement agreement. I didn't know enough about what I was doing and needed a big jump start. I saw an ad for the American Academy of Estate Planning Attorneys and began to do a lot of due diligence. I borrowed the necessary money for the membership and to hire a very competent secretary, took the training, read the materials and started to do seminars almost immediately.
I now have a partner, an associate and a former partner who is of counsel with my firm. We are keeping 11 full-time and 2 part-time employees busy and manage to bring in close to $2M in revenue each year.”