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
This blog usually focuses on ways to avoid litigation suggesting things like regular, open, and honest communication with beneficiaries, ensuring that your Estate Plan contains clear directives, naming a trusted individual to serve as Trustee, anticipating potential conflicts, inserting no-contest provisions, and updating your Estate Plan regularly. Those acts may prevent litigation; however, sometimes it’s […]Continue Reading
In the fast-paced realm of business, where decisions can often make or break an enterprise, it’s not just financial strategies and market insights that play a pivotal role. Echoing the centuries-old concept from the realms of morality and ethics, the cardinal sins find their way into the modern legal landscape, shaping the dynamics of success […]Continue Reading
An earlier blog examined “grantor trusts” and how they are an income tax issue, not an estate tax issue. Here’s a link to that prior blog, IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis. As the prior blog indicated, grantor trusts may be drafted so they are not included in […]Continue Reading
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