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.
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.
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
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.
Tap into the advice, insight and experience of a personal Practice Building Coach who’s as excited to grow your business as you are
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
Embarking on the path to enduring success for a law firm is akin to a dance, where every step is intertwined with its culture and client service approach. Join us as we delve into the significance of core values, fostering a positive office culture, and adopting a client-first mindset to shape a legal practice that […]Continue Reading
Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust
On January 1, 2024, the Applicable Exclusion Amount (“AEA”) reached a record high amount of $13.61 million. The AEA is the amount that any person can pass to a non-spouse without incurring an estate tax. An individual can pass an unlimited amount to the U.S. citizen spouse without worry about incurring a gift or estate […]Continue Reading
How do you identify the best estate planning software for attorneys? This is one question that a lot of firms are asking as they navigate the maze of law firm marketing software options. The right software can take your firm to the next level as you maximize efficiency across the board. Comprehensive features are key, […]Continue Reading
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