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
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
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
Is It Really “All Taken Care Of?”
When parents tell their adult children, “It’s all taken care of,” regarding their end-of-life arrangements, what do they mean? Assuming they’ve worked with an estate planning attorney, they should have […]Continue Reading
The Intersection of Bank Failure and FDIC Insurance
I remember the shock I felt in 2008 when I learned that my bank, Washington Mutual, collapsed after a 9-day bank run. Thankfully, J.P. Morgan Chase bought the banking subsidiaries […]Continue Reading
Cracking the (Dress) Code
When attending an event a common question is, “What’s the dress code?” Most of us are familiar with business and business casual, but when events are more formal, or even […]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!