The Attorneys Who Aren’t Worried About AI Made One Deliberate Move

Ask any attorney who has successfully transitioned to estate planning what they would tell their earlier self. The answer is almost always the same.

“I wish I had done it sooner.”

If you are in transactional law right now, you already know what is happening. AI tools are handling work that used to command premium billing hours. Referral pipelines are tightening. The attorneys who are not worried about any of that made a deliberate move into estate planning before the window got crowded. On June 24th, four of them tell you exactly how they did it.

Hear it directly from attorneys who have done it

Susan Russel talks with four Academy Members who each transitioned from prior practice areas — commercial litigation, personal injury, subrogation, business transactions — and built thriving estate planning firms. None of them had significant estate planning experience before joining the Academy. All of them wish they had made the move sooner.

They will cover:

• The real timeline — from the decision to first client to sustainable practice
• The shortcuts that saved them months and the mistakes that cost them time
• What they would do differently if they were starting today
• Whether the window to make this move strategically is still open

One of our panelists, a solo practitioner who spent nearly 40 years in litigation, told his staff recently that in all his years of practicing law, he has never been happier. That is what is on the other side of this decision.

The window is still open — but it will not stay that way

The attorneys who transitioned five years ago are established, with full client rosters and practices that are not vulnerable to the pressures squeezing transactional firms. The attorneys making the move now are still doing so strategically. But the attorneys who wait another three to five years may find the window considerably more competitive.

If you have been thinking about this — even quietly, even just as a ‘what if’ — this is the most useful hour you will spend on the topic this year.

Join the free webinar (June 24)

The Attorney’s Guide to Transitioning to Estate Planning

Wednesday, June 24, 2026 — 1 PM PT / 4 PM ET

Register here to save your spot.

Natalie DeGeorge
Marketing Implementation Manager
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com