LeadIQ logo
Learn more at LeadIQ.com

Insights

Established Market Presence With over 30 years of experience serving estate planning attorneys and law firms nationwide, the American Academy of Estate Planning Attorneys has a strong reputation and a wide professional network, presenting opportunities for partnerships in training, software, and practice management solutions.

Revenue Potential Generating between $25 million and $50 million annually, the company demonstrates significant financial stability and growth potential, making it a lucrative target for premium legal tech and continued professional development offerings.

Innovation and Education Recent initiatives like the launch of the Enterprise Model Law Firm and new trust administration modules indicate a focus on innovation and expanding service capabilities, suggesting interest in cutting-edge legal technology and practice enhancement tools.

Event Engagement Regular participation in major industry events such as the Fall Summit and active community building efforts highlight opportunities for targeted outreach and strategic partnerships with their engaged professional membership.

Technological Infrastructure Utilizing a modern tech stack including cloud services, analytics, and website management tools demonstrates a commitment to leveraging technology, opening avenues for collaborations on tech solutions and digital marketing strategies tailored to legal professionals.

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?

Minus sign iconPlus sign iconAmerican Academy of Estate Planning Attorneys's main headquarters is located at 9444 Balboa Ave., Suite 300 San Diego, CA 92123, US. The company has employees across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon You can contact American Academy of Estate Planning Attorneys's main corporate office by phone at
+1-858-453-****
. 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?

Minus sign iconPlus sign iconAmerican 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 SIC code NAICS code?

Minus sign iconPlus sign iconAmerican Academy of Estate Planning Attorneys's SIC code is 7812 - Motion Picture and Video Tape Production NAICS code is 5411 - Legal Services.

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

Minus sign iconPlus sign iconAs of October 2025, American Academy of Estate Planning Attorneys has approximately 55 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?

Minus sign iconPlus sign iconAmerican Academy of Estate Planning Attorneys operates in the Legal Services industry.

What technology does American Academy of Estate Planning Attorneys use?

Minus sign iconPlus sign iconAmerican 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?

Minus sign iconPlus sign iconAmerican 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?

Minus sign iconPlus sign iconAmerican Academy of Estate Planning Attorneys was founded in 1993.

American Academy of Estate Planning Attorneys

Legal ServicesUnited States51-200 Employees

The American Academy of Estate Planning Attorneys is an exclusive, membership organization that serves the needs of estate planning attorneys and law firms nationwide. Since 1993, we have been dedicated to promoting excellence in estate planning and elder law by providing our members with comprehensive document creation software, up-to-date research on estate and tax planning matters, and exceptional educational training materials.

In addition, we support attorneys with:
- Free tools and resources designed to simplify practice management and client engagement.
- Attorney training and education to strengthen skills and expand services.
- Business development strategies tailored to estate planning, trust, and probate practices.

Our mission is simple: to empower estate planning attorneys with the knowledge, systems, and community they need to achieve long-term success.

Follow us for exclusive resources, practice growth insights, and updates built specifically for estate planning attorneys.

Section iconCompany Overview

Headquarters
9444 Balboa Ave., Suite 300 San Diego, CA 92123, US
Phone number
+1-858-453-****
Website
aaepa.com
SIC Code
7812 - Motion Picture and Video Tape Production
NAICS Code
5411 - Legal Services
Founded
1993
Employees
51-200

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    B. W.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Immediate Past President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    V. N.
    Owner And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Director Of Education
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Communications Project Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Principal Cyber Information Systems Security Analyst
    Phone icon
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.