American Academy of Estate Planning Attorneys - Important Law Firm Systems Provided by the Academy - AAEPA

Law Firm Business Plan & Systems Provided by the Academy

A highly important role in your firm’s success is implementing a law firm business plan that responds to the needs and capacities of your practice. The Academy will assist in development of your firm’s law firm business plan in the following ways:

  • Development of the Strategic Planning Process through Discussion and Email
  • Development of a Law Firm Marketing Plan, Execution and Review
  • Providing Leadership and Management review of the law practice, financials and staffing and guidance in building a law firm business plan around the existing strengths.

Review Your Own Firm

As the Academy has taken shape over the past 15 years —the growth has quite simply taken on everything possible that is required for an attorney to become known as the premier estate planning practice in his or her community. The following list includes many of the areas of support provided to Academy Members.

Simply put, if the attorney in a law firm cannot be the knowledgeable counselor to clients and competent CEO to his business—there won’t be a law firm very long. Academy members strive to be there for their clients for generations.

Review the specific areas of concentration that the Academy provides systems and tools for. Be honest in your evaluation of the areas you feel you need to strengthen and the areas you are confident in. Each area plays a critical role in your ability to serve your clients.

Where do you get these needs met now? You can certainly put the pieces together and create a successful practice without the Academy—but attorneys who know the value of spending their time with clients instead of “recreating the wheel” make serious inquiries about how the incorporation of some of these tools can change their practice and their life.

By filling out this evaluation of your strengths and your needs, we will email you the complete report so you have a written record of the areas you want to focus on.

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Legal and Educational Support

It's Where I Want It

I Need To Create It

  
Substantive Training
  • Basic and Advanced Educational Events
  • Optional Tax, Elder Law, IRA or Other Estate Planning Related Courses
  • Optional Initial Consultation or Recording of Past Trainings
One-on-One Legal Support, Email or Phone Answers to Specific Legal Questions
Written Guides on Substantive Issues
Substantive Law Training Library
Alerts on Current Developments
Basic Estate Planning Course and Support
Updates on Recent Rulings
Focused Advanced Case Design Training
Practical Drafting Training
Monthly Educational Conference Calls
Access to Frequently Asked Questions Library
Courses on Advanced Topics
Regular Estate Planning Document Updates
Core Curriculum I Recordings and Materials
Core Curriculum II Recordings and Materials
Core Curriculum III Recordings and Materials
706 Preparation Recordings and Materials
Recordings of All Past Trainings on Specific Topics to Refer To

Marketing and Practice Management Tools

It's Where I Want It

I Need To Create It

  
One-on-one Coaching with Unique Agenda for Regular Meeting Tied To
   
  • Strategic Planning Process and Discussion
  • Marketing Plan, Execution and Review
  • Leadership and Management of the law practice, financials and staffing
Personnel Systems
   
  • Hiring Module including Personnel Ads, Job Descriptions, Orientation Schedules and Offer Letters along with Sample Employment Contracts
  • Testing Recommendations and Benchmarks
  • Customizable Employee Handbook
Practice Management Systems
   
  • Planning and Organizational Set-Up
  • Creating a Client-Base
  • Workflow Systems for document Creation and final signings
  • Practice Building Audio Recording Series in the Starter Kit
Training on Effective Consultations
Business Planning Support
   
  • Strategic Planning Forms and Coaching
  • Marketing Planning / Coaching Calls
  • Financial Analysis with Access to Comparison to Other Member Firms
  • Practice Building Coaching and Follow Up Tracking Support
Staying Current with Monthly Conference Calls on Business and Marketing Strategies
Updated Estate Planning and/or Elder Law Marketing, Materials and Website
Integrated Marketing Guide Spelling Out Complete Instructions On The Use Of All Client And Prospective Client Materials For Staff
Current Year Marketing Calendar Template and Coaching
Ad and Direct Mail Library
  • Coaching Support Aids in Customization of Ads and Direct Mail
  • Academy Designer Available to Design Existing or Special Marketing Pieces
Niche Marketing Modules and Presentation Tools
  • Farmer / Rancher Marketing and Seminar
  • Business Owner Marketing and Seminar
  • Legacy Wealth Planning Marketing and Seminars
  • Marketing Tools to Care for Your Existing Clients
  • CE and CLE Courses Available for Specific Audiences
Referral Marketing Seminars and Tools
  • Online eAlerts and Instruction Provided
  • eAlert Delivery System
  • Automated mailing program with special custom designs for each follow-up use
30+ Informative Estate Planning Related Reports Available for Consumers
Seminar Direct Mail System
Endorsed Seminar Marketing Instructions and Materials
Marketing through Non-Profits Instructions and Materials
Email Content and Instruction for Building Referral Relationships
Newspaper and Magazine Articles Ready to Customize and Ongoing Public Outreach Tools
Professional Image Building Tools
  • Customized Stationery
  • Quarterly Consumer Newsletters; in print and also available on member websites
  • Law Firm Brochures
  • Over 15 Press Releases Templates
Working with TV and Radio Module
Working with the Media Instructions
Online Press Release Presence for Law Firm Successes

Technology & Software Support

It's Where I Want It

I Need To Create It

  
Database and Document Assembly Program Under One Hood – to Avoid Double Entry of All Client Information
  • Firm Management Database Loaded with Over 300 Letters and Reports
Personal Installation, Set-Up and One-on-One Software Training for Custom Estate Planning Software
Unlimited Access to Software Tech Support
Software Training Video and Audio Sessions
Regular Software Training Webinars and/or Conference Calls
Updated Computer Hardware Requirements
Online Back-Up System Recommendations and Vendor
Extensive / Exclusive Access to Estate Planning Attorney Online Support
  • Online Shopping for Certain Discounted Supplies
  • Online Multimedia Center
  • Attorney Shared Items Posted on the Website Active
  • Exclusive Listserv
Customized and Maintained Law Firm Websites
  • Tracking Reports on Site Visitors
  • Optional Keyword Programs for Search Engines
  • Easily Customizable by Law Firms
  • Support Provided
  • Law Firm Email and Support Available with Website

Financial Services

It's Where I Want It

I Need To Create It

  
Premiere Alliance with 1st Global Securities
  • Comprehensive Training Program – Matrix2
  • Decades of Experience with Professionals Offering Financial Services
  • One-on-One Coaching for Business Set-Up and Planning for Clients
  • Help Getting Licensed and Setting Up Shop
  • State by State Ethics Rules for Ancillary Business
  • Attorney Specific Marketing Programs
  • Emphasis on Comprehensive Wealth Care for Clients
  • Complete Services: Insurance – Securities – Money Under Management
  • Competitive Compensation Packages
  • State of the Art Software Tools
NGL – Funeral Trust Program

Other Member Benefits

  • Geographic Exclusivity
  • Right to Promote Academy Affiliation
  • Access to All Academy Products
  • Transferable Membership*
  • Volume Discounts on Vendors Services and Supplies
  • Member Networking
  • Members-Only Meetings
  • Members and Staff Listservs
  • Participation in Financial Database
  • Participation in National Deed Filing Service*
  • Model Chart of Accounts
  • Two Legal Education, Marketing and Practice Management
  • Two Summits Per Year
  • Optional Advanced Topic is Typically Offered at Most Fall Summits in San Diego
  • Hands-on Computer breakout training at most Fall Summits in San Diego
  • Marketing focus at most Spring Summit breakout sessions

* Available at extra cost.

Seminar systems include power point files, marketing materials, handouts and evaluations.

NOTE: The Academy reserves the right to change the contents of the Academy Membership Programs and Benefits and the Executive Starter Kit from time to time, without notice.


“Dennis Sandoval and Steve Hartnett are very patient when helping me understand complex concepts ... and they hang in there with me until I get it.”

Randy H. — Utah Member