Insights

Innovative Business Model The company is focused on transforming traditional estate planning law firms into scalable, revenue-generating enterprises through its proprietary Enterprise Law Firm Model, presenting opportunities for consultancy, training, or technology solutions tailored to systemic practice improvements.

Growth and Thought Leadership By hosting annual summits and launching new modules like Trust Administration, the company actively engages with a broad network of estate planning professionals, making it a prime partner for event sponsorships, content collaborations, or strategic alliances within the legal education and industry networks.

Financial Scale With revenues estimated between $25 million and $50 million, the organization demonstrates significant market presence and financial stability, indicating high-value opportunities for premium solutions in legal technology, practice management, or targeted professional services.

Technology Adoption The company utilizes a range of digital tools including cloud services and website tracking, suggesting openness to innovative legal tech, digital marketing solutions, and data analytics services to enhance operational efficiency and client engagement.

Market Expansion Potential Given their focus on evolving firm models and educational outreach, there are substantial prospects for developing consulting, training, or SaaS products aimed at law firms seeking to adopt enterprise-like revenue models and reduce owner dependency for sustainable growth.

American Academy of Estate Planning Attorneys Tech Stack

American Academy of Estate Planning Attorneys uses 8 technology products and services including Facebook Pixel, Cloudflare, CookieYes, and more. Explore American Academy of Estate Planning Attorneys's tech stack below.

  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • CookieYes
    Cookie Compliance
  • JSON-LD
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • Priority Hints
    Performance
  • Cloudflare Bot Management
    Security
  • Gravity Forms
    Web Platform Extensions

American Academy of Estate Planning Attorneys's Email Address Formats

American Academy of Estate Planning Attorneys uses at least 1 format(s):
American Academy of Estate Planning Attorneys Email FormatsExamplePercentage
First.Last@aaepa.comJohn.Doe@aaepa.com
35%
First@aaepa.comJohn@aaepa.com
30%
FirstL@aaepa.comJohnD@aaepa.com
26%
Last@aaepa.comDoe@aaepa.com
9%

Frequently Asked Questions

Where is American Academy of Estate Planning Attorneys's headquarters located?

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American Academy of Estate Planning Attorneys's main headquarters is located at 9444 Balboa Avenue Suite 300 San Diego, California 92123 United States. The company has employees across 2 continents, including North AmericaAsia.

What is American Academy of Estate Planning Attorneys's phone number?

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You can contact American Academy of Estate Planning Attorneys's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is American Academy of Estate Planning Attorneys's official website and social media links?

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American Academy of Estate Planning Attorneys's official website is aaepa.com and has social profiles on LinkedIn.

What is American Academy of Estate Planning Attorneys's NAICS code?

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American Academy of Estate Planning Attorneys's NAICS code is 5411 - Legal Services.

How many employees does American Academy of Estate Planning Attorneys have currently?

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As of April 2026, American Academy of Estate Planning Attorneys has approximately 52 employees across 2 continents, including North AmericaAsia. Key team members include Cfo: B. W.Immediate Past President: D. C.Owner: B. G.. Explore American Academy of Estate Planning Attorneys's employee directory with LeadIQ.

What industry does American Academy of Estate Planning Attorneys belong to?

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American Academy of Estate Planning Attorneys operates in the Legal Services industry.

What technology does American Academy of Estate Planning Attorneys use?

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American Academy of Estate Planning Attorneys's tech stack includes Facebook PixelCloudflareCookieYesJSON-LDUnderscore.jsPriority HintsCloudflare Bot ManagementGravity Forms.

What is American Academy of Estate Planning Attorneys's email format?

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American Academy of Estate Planning Attorneys's email format typically follows the pattern of First.Last@aaepa.com. Find more American Academy of Estate Planning Attorneys email formats with LeadIQ.

When was American Academy of Estate Planning Attorneys founded?

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American Academy of Estate Planning Attorneys was founded in 1993.

American Academy of Estate Planning Attorneys

Legal ServicesCalifornia, United States51-200 Employees

Most estate planning attorneys don’t struggle because they lack skill.

They struggle because they’re operating inside a model that was never designed for sustainability.

The traditional law firm structure creates:
• Income unpredictability
• Constant marketing pressure
• Owner dependency
• Burnout disguised as success

At The Enterprise Law Firm, we help estate planning attorneys build something different.

We teach the Enterprise Law Firm Model — a proven blueprint for transforming transactional practices into scalable, recurring-revenue firms built on long-term client relationships.

Our framework focuses on:

• Recurring revenue structures
• Integrated service models
• Systems that reduce owner dependency
• Team-based execution
• Enterprise value beyond billable hours

This is not about working harder.

It’s about building wealth, freedom, and legacy through intentional firm architecture.

The Enterprise Law Firm Model is outlined in our book:
The Enterprise Law Firm Model: The Blueprint for Attorneys to Build Wealth, Freedom, and a Legacy.

If you're ready to move from operator to architect — from practice to enterprise — you're in the right place.

📘 Download the free introduction here: https://theenterpriselawfirm.com/

Section iconCompany Overview

Headquarters
9444 Balboa Avenue Suite 300 San Diego, California 92123 United States
Phone number
Website
aaepa.com
NAICS Code
5411 - Legal Services
Founded
1993
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    American Academy of Estate Planning Attorneys's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    American Academy of Estate Planning Attorneys's revenue is estimated to be in the range of $25M$50M

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