American Academy of Estate Planning Attorneys Employee Directory
Legal ServicesCalifornia, United States51-200 Employees
The American Academy of Estate Planning Attorneys operates within the legal services sector, focusing on the practice management end of estate planning. It emphasizes helping estate planning attorneys move away from traditional law firm models toward a structure described as the Enterprise Law Firm, which centers on recurring revenue, integrated service delivery, reduced owner dependency, and team-based execution to build long-term client relationships and enterprise value beyond billable hours. Based in San Diego, California, the organization appears to serve a network of estate planning professionals seeking a more sustainable, scalable approach to their practices. Although the primary information centers on the firm's model and educational materials, recent activity indicates continued engagement with the estate planning community through events such as summits in New Orleans and San Diego, and the introduction of a corresponding enterprise framework since 2023. The enterprise-focused model is presented as a blueprint for transforming transactional practices into firms designed for wealth, freedom, and legacy through intentional architectural changes in practice structure. The organization appears to maintain a professional association-like presence for practitioners in the estate planning field.
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