American Academy of Estate Planning Attorneys

AAEPA, Inc

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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…


Manage Client Information
Store, recall and annotate all your client’s information – from their contact information and marital status to their relations, asset inventories and more.
Whenever a client walks in for a consult, you’ll have everything you need to advise and impress them right at your fingertips.

Schedule Appointments
Keep everyone on the same page with built-in appointment scheduling.
Send scheduling emails and letters conveniently from inside the software or from the client’s contact screen. The software can also track cancellations or no-shows so you can follow up accordingly.

Assign Tasks & Monitor Office Workflow
Create and assign tasks and keep an eye on your firm’s workflow – from which activities are in progress and who is handling them to which stage of the process every client’s documents are in.

Stay in Continual Contact
CounselPro™ comes stocked with over 300 pre-written letters for every occasion, making client communication a breeze, even if you’re not much of a writer.
Add in trigger dates to be sent automatic updates and reminders when action needs to be taken.

Optimize Your Marketing Efforts
Use our software to run your seminars – including registering guests, creating sign-in sheets and tracking attendance for every event.
You’re able to track how many new prospects made appointments, retained the firm and the work they required.

See How Your Firm is Performing
Get an up-to-the-minute understanding of your firm’s financials, marketing efforts, client base, staff performance and more with real-time reporting that turns data into insights you can use to make informed decisions.
Generating reports is as easy as a single click.

What Members are saying…

  • 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.


  • 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.


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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