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.
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.
25+ Years Of Experience
Our mission and our passion is to empower attorneys to grow beyond what they ever thought possible
Our Core Services
If you’ve ever wished you had someone to guide you through the challenges of building a practice, the Academy is for you.
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.
When I came here, I met an organization of people – to a person – who are happy for you when you succeed. It’s amazing – absolutely refreshing! It was a defining moment for me when I joined an organization that could rejoice in the successes of others.Jack Alpern
The value that the Education Department provides to my business far exceeds what I pay to be a Member.Steve Mendel
The Education Department, the Summits, the support, the programs . . . they're key factors in the success of our organization.Jerry Shiles
It’s Better to Give Than to Receive
As this year ends and you plan for the next, it’s a great time to tie up loose ends and position yourself in the best way possible for your individual […]Continue Reading
Don’t Be A Turkey – Use Your Annual Per Donee Exclusion Amount
As the Thanksgiving holiday approaches, we will gather with our family, friends, and loved ones to give thanks for our blessings and consider all that has transpired in 2021. It’s […]Continue Reading
10 Time Management Tips: Creating Your Ideal Week
Do you ever feel like you don’t have control over your day? Instead, the days and weeks take on a life of their own and just happen? How many times […]Continue Reading
Join over 4,000 happy blog subscribers
and get the latest and greatest info on important topics like law firm marketing,
practice management, financial services, and so much more!
You get enough email! Your information will not be shared.