Take Back Control of Your Business and Your Life
Learn Proven Systems from the Most Sought-After Attorneys, Coaches and Practice Building Experts in the Country.
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.
25+ 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
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
Recent News
The Top 3 Estate Planning Must-Haves
Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While there is a common misconception that this is […]
Continue ReadingHow Do I Trust Thee… Part III
Many Estate Plans rely upon a revocable trust as one of the foundational documents in the plan to avoid probate. Sometimes, plans include irrevocable trusts to achieve tax-driven results or […]
Continue ReadingTime for a Mid-Year Check-In?
Am I the only one who is having a hard time believing it is already June? The year is halfway done and yet it feels like just yesterday we were […]
Continue ReadingJoin 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!
