American Academy of Estate Planning Attorneys

Imagine being able to candidly share your challenges, ideas and experiences with a room full of peers who actually celebrate when they see you succeed.

As an Academy Member, you have the opportunity to learn from top experts, hear exclusive insider tips and share your experience with a community committed to seeing you succeed.

The Academy offers 2 – 3 live events every year: Boot Camps and Summits. We also invite you to join us for our series of very informative Webinars.

Relaunch of our Attorney Directory Search-Attorneys.com

Starting Tuesday, April 18, 2017

The Academy purchased an existing attorney directory called Search-Attorneys.com in 2002. We took a highly- ranked directory and bumped it up a notch. Hundreds of attorneys were listed. We haven’t really been inviting new attorneys to add their profile over the last few years because we wanted to redesign the site. It took a little longer than we thought it would----but it’s ready to rock and roll.

The requirements and benefits associated with this free attorney directory include:

• You must be a licensed attorney in good standing with your state bar.
• Attorneys contacted through this directory agree to be responsive to the inquiries that are generated.
• Attorneys listed are responsible for updating contact information if it changes.
• Profiles with photographs attract more consumer activity. Please consider uploading a professional photograph.
• Attorneys listed in this directory will be provided with at least one complimentary legal education recorded session with materials per year, typically on an estate planning or elder law topic, and a number of practice building and leadership webinars as well as reports that may be helpful in their practice.
• There is no obligation to join The American Academy of Estate Planning Attorneys for attorneys opting to list themselves in this directory.
• Attorneys listed on this directory cannot consider themselves, nor hold themselves out to the public as “Members” of The American Academy of Estate Planning Attorneys.” There is a separate qualification process for Membership.
• If you are interested in what the Academy does to help attorneys create or grow an estate planning or elder law practice, please email Training@aaepa.com and an information kit can be sent to you.

Add Yourself to this FREE Attorney Directory

Webinar: Cloud-Based Document Production and Client/ Practice Management Software Sneak Peek

Tuesday, August 29, 2017 at 2:00 PM Pacific Time (5:00 PM Eastern)

From automatic document assembly to client relationship management, CounselPro makes it easy to give your clients the best possible care.

Every attorney wants to spend less time drafting and more time helping their clients. CounselPro™ is loaded with professionally-written templates that are kept current and error-free by the Academy’s Education and Technology departments. It’s like having a huge team of expert attorneys drafting, vetting and updating your documents FOR you. And creating documents couldn’t be easier!

Just enter your client’s information during your consultation, select the documents you want to create, and our built-in wizard generates everything automatically - even complex plans that are hundreds of pages long!

Much more than just estate planning document assembly software, CounselPro™ is a total solution for the estate planning law firm.

The software quickly becomes the backbone of your day-to-day operations, making everything more efficient and equipping you to give your clients the best possible care and your prompt attention.

See how CounselProTM estate planning software can give your law firm an unfair advantage.

Sign up for the Webinar

Boot Camps (Open to non-Member VIP Guests)

Next Boot Camp: October 18 – 19, 2017 San Diego

Learn proven systems from the most sought-after attorneys, coaches and practice building experts in the country.

Led by Academy founders Robert Armstrong and Sanford M. Fisch (co-authors of the E-Myth Attorney), Boot Camps introduce Members and VIP Guests to the Academy’s 11 Essential Systems every successful law firm – and happy law firm owner – must have in place.

At the Academy Boot Camp, you’ll learn…

• The fundamental systems we’ve perfected over 20 years that will take your practice to the next level – and how to apply them.
• How to generate a steady stream of new clients using the Academy’s law firm marketing tools – and how to generate more revenue from existing clients.
• How to make sure you’ve got the right people in the right positions and build a firm culture your team and clients will love being a part of.
• How to review financials and use your P&L tool to achieve the next level of success – as defined by you.

And the ONE session new Members tell us made the entire trip worthwhile on its own…

• How to conduct a consultation in a systematic way that’s proven to uncover every need your client has.

PLUS – get hands-on help and support as you define and work on your firm’s strategic plan!

See the 2017 Boot Camp Agenda

Members-Only Summits

Next Summit: October 19 – 22, 2017 San Diego

A one-of-a-kind opportunity to join the most successful, entrepreneurial estate planning attorneys to share ideas and build relationships.

See Our 2017 Fall Summit Agenda
Learn More About Our Summit Sponsors