American Academy of Estate Planning Attorneys

AAEPA, Inc

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AAEPA coaching

If you’ve ever wished you had someone to guide you through
the challenges of building a practice, the Academy is for you.

To build a successful practice, you need to know more than just the law.
Strategy, marketing, hiring, accounting…there’s a lot to know, and it’s easy to feel overwhelmed.

That’s why we pair every Academy Member with a Practice Building Coach.

This is invaluable, one-on-one mentorship from someone who’s been where you are and knows what it takes to get where you want to be.

And it’s all built around you – tailored to the vision you have for your ideal firm.

You’ll get more than just good advice…

Your PBC is an experienced ally, responsible for equipping you with the tools, resources and confidence you need to build a practice you love.

Strategic Planning

Your PBC will help you assess your strengths, recognize your needs and define your vision for your practice.

Together, you’ll set ambitious goals and create a roadmap for achieving them.

Personal Accountability

You’ll connect regularly with your Coach to share your progress – and your struggles.

They’ll help you stick to the plan and identify new opportunities for you to capitalize on.

Expert Guidance

Your PBC is an expert on all the Academy’s resources and will make sure you’re taking full advantage of the wealth of technology, information and wisdom at your fingertips.

Your Practice Building Coach can also advise on and review…

  1. Marketing Strategies
  2. Leadership & Management Skills
  3. Personnel Hiring and Training
  4. Technology Implementation
  5. Month and Year-End Financials
  6. Client Engagement

…. And more!
There’s no business challenge too daunting.

What Members are saying…

  • Image of Phil Wylkan Phil Wylkan

    Member Firm since 2008

    It’s been invaluable to be able to bounce ideas off of people who are mentors and co-operators.


  • Image of Dan Morris Dan Morris

    Member Firm Since 1993

    Before I joined, I was ready to quit the practice of law – they gave me peace of mind.



Considering an Academy Membership?

Request a Membership kit today and discover how we help attorneys like you
build a thriving practice and a lifestyle they love.

Get a Membership Information Kit Questions about territories/membership? Contact Member Services at (800) 846-1555
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