Estate Planning Software
Database and document production, linked together to your accounting system, streamlines your workload, increases the productivity of your staff, maximizes profit, and amplified client satisfaction.
Legal Education (CLE)
Practice-focused legal education from nationally-recognized legal experts, with the unique opportunity for one-on-one mentoring. Stay years ahead of your competition with an entire education department at your disposal.
Practice Management
Our “Strategic Planning Approach” to law practice management revolves around critical-delivery tasks such as area specialization, staffing, finances, communication with clients, time planning, and physical plant properties.
Why
Choose
Us,
Our Values
WE’RE AN “A” TEAM
Here at the Academy, we love what we do! With a positive mindset and a can-do attitude, we’re relentless about empowering our Members and teammates to succeed.
WE TAKE THE HIGH ROAD
Just like our Members, we’re in the relationship business and that means our Members always come first. We honor every promise and operate with integrity, even when no one is looking.
OUR MEMBERS’ SUCCESS IS OUR SUCCESS
We exist to inspire and guide people to transform their lives. Our mission is to empower attorneys to grow beyond what they ever thought possible.
LEARN, INNOVATE, SHARE, and INSPIRE
We’ve been innovating in the Estate Planning Industry since 1993. Our 11 Essential Systems for building estate planning law firms provide the tools, systems, and support you need to build a practice and a lifestyle you love.

30 Years Of Experience
Our mission and our passion is to empower attorneys to grow beyond what they ever thought possible
1993
Academy
Established
300+
Law Practices
Transformed
1000’s
Lives Impacted
Each Year
Our Core Services
Coaching
If you’ve ever wished you had someone to guide you through the challenges of building a practice, the Academy is for you.
Marketing
Get a steady stream of clients with powerful marketing systems and customizable materials your audience won’t be able to ignore.

11 Essential Systems
From marketing and management to documentation and tech,
if your business has a problem, we have a system to solve it.
Live Training
Tap into the advice, insight and experience of a personal Practice Building Coach who’s as excited to grow your business as you are

Member Testimonials

It has been almost a year since my retirement from Sinclair Prosser Gasior and I did not want another day to pass without thanking you for your memorable video send-off and all the encouragement and support you gave me throughout my legal career with the Academy. I do not say this lightly, without you, my new lifestyle would not be possible. Not only did your support and guidance pave the way for another chapter in my life, I would not have the financial means nor the emotional courage to take this bold move.
Colleen P.
Due to the Academy, I’ve become one of the top estate planning attorneys in my area. The tools and systems help you create the practice of your dreams. The Membership and support that you receive is far beyond anything you’ll ever find in the marketplace or anywhere in this practice area of law.
Melanie Lee
The value that the Education Department provides to my business far exceeds what I pay to be a Member.
Steve Mendel
Recent News
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Working harder isn’t the issue for most growing law firms. The real bottleneck is structural decay under weight. Top-line revenue climbs, case volume expands, and the payroll expands right along with it. Externally, the trajectory looks ideal. Internally, however, the workload becomes more suffocating rather than more streamlined. Expansion breeds friction instead of leverage. Every […]
Continue ReadingLaw Firm Marketing: What to Outsource vs. Keep In-House
Marketing often becomes harder to manage at the exact point when it becomes more important. In the early stages of a law firm, marketing may happen in the margins. The attorney-owner writes an occasional newsletter, approves a website change between meetings, follows up with a referral source when there is time, or remembers to promote […]
Continue ReadingWhen the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning
Most estate planning attorneys will spend their careers reading about slayer statutes rather than applying them, which is probably how everyone would prefer it. These statutes exist for the worst cases, the ones in which someone may stand to inherit from a person in whose death that same person may have played a role. Still, […]
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