Building a successful law practice is about much more than providing solid, actionable advice to clients. Unfortunately, far too many estate planning lawyers are experts in their field but are lacking in the day-to-day practical knowledge that can help them to grow and excel in building a business.
The American Academy of Estate Planning Attorneys can help. Our practice management system is a one-of-a-kind comprehensive approach to operating your firm in a way that best serves your goals as well as the needs of your clients, your staff, and your community.
How Practice Management Helps in Building an Estate Planning Practice
Effective practice management means creating a plan for every aspect of how your business is run. From the way you answer the phone to the estate planning software that you use, each strategic decision impacts the client experience, as well as your ability to earn referrals and build and grow a successful practice.
Practice management requires a wide array of skills. You’ll need to be a marketing guru, a business planner, an employer, and an expert in law firm financial analysis — as well as a top-notch estate planning attorney.
Most people don’t have all of these skills naturally — and they don’t learn them in law school. That’s why the American Academy of Estate Planning Attorneys helps lawyers to develop the knowledge and strategies required to build them.
With the knowledge and support the Academy can provide, you can plan your work and work your plan so you operate your practice more efficiently, get the most value of your marketing efforts, and provide the type of unparalleled client experience that drives repeat business and practice growth.
You’ll be amazed at how simple tasks become, how streamlined your work can be, and how easy it is to keep staff and clients happy when you have the right tools and the support that this estate planning academy can provide.
How the Academy Helps Estate Planning Lawyers Build a Successful Firm
The American Academy of Estate Planning Attorneys is here and ready to help with every single aspect of practice management. The Academy offers:
Individual coaching:
Professionals within the industry will help you with every aspect of creating and implementing your practice management plans. From working with you to draft your initial business plan and outline your goals to offering feedback and advice, the Academy will be there for you.
Legal market tools:
The Academy offers a variety of tools you can use to reach clients, as well as providing personalized advice on which marketing campaigns and tactics are best suited to your audience. You can even get help with website creation and maintenance.
Business plan development:
The Academy offers you the tools and guidance you need to become a better strategic planner. Webinars, conference calls, educational materials, and summits all offer you the opportunity to learn from your peers and from professional speakers providing real-world practical advice.
Staff training:
Your staff is the face of your firm, and the Academy’s tools and materials will help ensure every member of your team is on the same page when it comes to providing the desired client experience.
Practice management:
CounselPro™8©, the Academy’s proprietary estate planning software, can streamline the process of client communication, document creation, and much more. Whether you’re sending client appointment reminders; drafting comprehensive estate plans; producing letters and client communications; or tracking a client’s case, CounselPro™8© is the only tool you’ll need.
The Academy’s practice management tools are exclusively available to Academy Members. We focus on working with attorneys who understand what it means to be coachable and who are eager to take advantage of the expert insight we provide on building an estate planning practice.
Let the Academy Help You Take Your Practice to the Next Level
More than 25 years ago, Robert Armstrong and Sanford Fisch founded the American Academy of Estate Planning Attorneys to help estate planning lawyers take their practice building to the next level. Since that time, we’ve helped hundreds of attorneys to develop the range of skills necessary to build law firms that make a true difference in people’s lives.
From drafting a comprehensive guide to law firm practice management, the eMyth Attorney, to offering personalized support and individual coaching to lawyers, the Academy, its founders, and its expert team are committed to offering you the advice and support you need to make your firm a success.
Request our free information kit to learn more about the services we offer and give us a call today to learn about becoming a member and developing a personalized practice management plan to meet your needs.
