• Skip to navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

American Academy of Estate Planning Attorneys

AAEPA, Inc

Find a Member Member's Login
Call Today (800) 846-1555
  • Membership
    • Membership Membership
    • submenu
      • Why Join?
      • Member Requirements
      • Become A Member
      • Meet the Team
  • Estate planning software
  • Education
  • Practice management
    • Practice management Practice Management
    • submenu
      • 11 Essential Systems
      • Coaching
      • Law Firm Marketing
  • Resources
    • Resources Resources
    • submenu
      • Live Training
      • Blog
  • Contact Us

Essential Systems for Marketing and Managing an Estate Planning Law Firm…Ignore at Your Peril

Home » Legal Education » Essential Systems for Marketing and Managing an Estate Planning Law Firm…Ignore at Your Peril

Anyone who is serious about building a consistent 7 figure estate planning law practice, or any legal practice for that matter, has probably heard that you need systems for every part of your firm. Systems for how you generate new business; systems for servicing existing clients; systems for drafting, editing and delivering estate plans; systems for managing staff and vendors and, of course, systems for managing finances.

Unfortunately, nobody ever bothers to tell you how to build these systems or exactly which systems you need. It reminds me of an old Steve Martin routine where he ask the audience if they want to know how to make a million dollars and not pay any taxes? With a straight face he would say:

“First….you make a million dollars.
Then…you don’t pay any taxes!
It’s that simple – you make a million dollars and then you don’t pay any taxes. You see there? Pretty simple plan!

Like making a million dollars, marketing and managing an estate planning law firm to a 7 figure level is not that simple. But that doesn’t mean it can’t be done. You just need systems… 11 to be exact, and at the American Academy of Estate Planning Attorneys, we’ve been teaching these systems for 17 years. So are you ready to discover how you can have the practice and life you really want?

Let’s start with a quick overview of each system and in subsequent blog entries, we’ll look at each component in more detail.

American Academy’s 11 Essential Systems

  1. Strategic Planning System
    1. Aligning Your Business With Your Personal Values
  2. Integrated Client Marketing System
    1. Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects
  3. No Stress Client Engagement System
    1. Predictably Inspiring Clients to Take Action and Retain Your Firm
  4. Dependable Client Services System
    1. Drafting, Presenting and Executing State of the Art Estate Plans
  5. Lifetime Communication System
    1. Regularly Communicating with Clients Through Multiple Touches
  6. Continuity Revenue Stream
    1. Dependable Annual Income From Each Client
  7. Comprehensive Technology System
    1. Integration of the Best Tools to Draft Documents and Manage Your Firm
  8. Staff Accountability and Team Building System
    1. Putting the Right People With Right Skills in the Right Positions
  9. Financial Management System
    1. Managing by the Numbers to Keep in Touch With Your Profitability
  10. Continuing Legal Education System
    1. Staying on the Cutting Edge of Effective Legal Strategies
  11. Ancillary Business System
    1. Developing Multiple Sources of Revenue

Do you have these systems in your practice? Could a new employee walk in and immediately know how things are done in your firm? If not, this may be holding back your law firm growth and your peace of mind.

  • Author
  • Recent Posts
Robert Armstrong
Robert Armstrong
Robert Armstrong
Latest posts by Robert Armstrong (see all)
  • Google’s Keys to Building Effective Teams - June 6, 2016
  • LegalZoom Files $10.5M Antitrust Suit Against North Carolina Bar, Cites SCOTUS Dental Case - July 24, 2015
  • No Complaints Thursday - August 22, 2014
SHARE

Primary Sidebar

Subscribe to our blog

Recent Posts

  • How Do I Title Thee…Part I
  • Turning Stalled Out Goals into Actions
  • What Makes a Will or Trust Invalid
  • Ultimate Social Media Cheat Sheet: Character Limits & Best Days/Times to Post
  • Understanding Tax Apportionment Clauses

Categories

  • Academy Girl Friday (33)
  • Client Services (238)
  • Coaching (33)
  • Consumer Advantage (3)
  • Counseling (21)
  • Elder Law (5)
  • Estate Planning (919)
  • Estate Planning Documents (5)
  • Estate Planning Education (199)
  • Financial Analysis (3)
  • Financial Services (1)
  • General (19)
  • Law Firm Marketing (281)
  • Law Firm Net Revenue (7)
  • Law Firm Staffing (99)
  • Law Firm Technology (45)
  • Law Firm Web Tips (185)
  • Leadership (191)
  • Legal Education (645)
  • Marketing Tools (2)
  • Medicaid (1)
  • Member Services (1)
  • Owners Compensation (1)
  • Peak Performer Focus (1)
  • Practice Building Calls (1)
  • Practice Management (495)
  • SEO/Social Media Support (3)
  • Software (6)
  • Strategic Planning (9)
  • Uncategorized (15)

Footer

logo of American Academy of Estate Planning Attorneys

About Us

  • Meet the Team
  • Site Map
  • Legal Notice
  • Privacy Policy

Explore Our Services

  • Coaching
  • Estate planning software
  • Events
  • Legal education
  • Marketing
  • Web and SEO

Keep in Touch

Mon-Fri

9444 Balboa Ave. Suite 300

San Diego

(800) 846-1555

info@aaepa.com

Take Back Control of Your Business and Your Life

+

footer section | American Academy of Estate Planning Attorneys

© 2022 American Academy of Estate Planning Attorneys, Inc All rights reserved.

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Don't sell my personal information.
Cookie Settings Accept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
Save & Accept