AAEPA technology

Make drafting and assembling documents the easiest part of your job.

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!

With just a few keystrokes, you can create…

  • Revocable Living Trusts
  • Legacy Wealth Trusts
  • Special Needs Trusts
  • ILITs
  • Wills
  • Charitable Remainder Trusts
  • Intervivos QTIP
  • Medicaid Trusts
  • Ancillary and State Specific Docs
  • And more!

Manage every client relationship with confidence – from first contact to final signing and beyond.

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 you clients the best possible care and your prompt attention.

CounselPro™ gives you the power to…

Watch the Academy's Software Demo

What Members are saying…

  • Image of S.J. Khalsa S.J. Khalsa

    Member Firm Since 1995
    "The wizards are so easy to use… it’s head and shoulders above anything out on the market."

    The wizards are so easy to use… it’s head and shoulders above anything out on the market.

  • Image of John D. Laughton John D. Laughton

    Member Firm Since 1999
    "It reduces staff time, it reduces errors in the documents… it makes our job much easier and we can focus on the clients – not the documents.”

    CounselPro is a home run – we use it in our firm every day. It reduces staff time, errors in the documents… it’s one of the best planning tools we have. It makes our job much easier; we can focus on the clients because we’re not worried about the documents.

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