American Academy of Estate Planning Attorneys Employee Directory

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.

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Find American Academy of Estate Planning Attorneys employees' phone numbers or email addresses

American Academy of Estate Planning Attorneys Global Highlights

Location
Employees

North America
150

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  • United States Of America
    149
  • Canada
    1

Asia
5

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  • Philippines
    4
  • Pakistan
    1

American Academy of Estate Planning Attorneys's Leadership

  • Stylized image of a person
    B. W.
    Cfo
    Phone icon
  • Stylized image of a person
    D. C.
    Immediate Past President
    Phone icon
  • Stylized image of a person
    B. G.
    Owner
    Phone icon
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
  • Stylized image of a person
    V. N.
    Owner And Founder
    Phone icon
  • Stylized image of a person
    R. C.
    Director, Web & Online Marketing Services
    Phone icon
  • Stylized image of a person
    T. S.
    Director Of Education
    Phone icon

American Academy of Estate Planning Attorneys Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Support
  • Education
  • Information Technology
  • Community & Social Services
  • Other
  • Program & Project Management

Contact profiles from American Academy of Estate Planning Attorneys

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Immediate Past President
    Phone icon
    United StatesNew Jersey
    Feb 16, 2026
  • Stylized image of a person
    B. W.
    Cfo
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. G.
    Owner
    Phone icon
    United StatesGeorgia
    Apr 25, 2025
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    L. M.
    Attorney And Owner
    Phone icon
    United StatesConnecticut
    Jul 26, 2024
  • Stylized image of a person
    V. N.
    Owner And Founder
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. C.
    Director, Web & Online Marketing Services
    Phone icon
    Feb 01, 2026
  • Stylized image of a person
    T. S.
    Director Of Education
    Phone icon
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    K. M.
    Communications Project Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. C.
    Office Manager
    Phone icon
    United StatesTennessee
    Oct 16, 2025

Frequently Asked Questions

What is American Academy of Estate Planning Attorneys known for?

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American Academy of Estate Planning Attorneys was founded in 1993 operates in the Legal Services industry. The company's main headquarters is located in 9444 Balboa Avenue Suite 300 San Diego, California 92123 United States; you can contact the main corporate office by phone at . Explore American Academy of Estate Planning Attorneys's company overview page for more information.

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

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American Academy of Estate Planning Attorneys employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Academy of Estate Planning Attorneys email formats with LeadIQ.

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

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American Academy of Estate Planning Attorneys has approximately 52 employees as of March 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are American Academy of Estate Planning Attorneys's key employees and leadership?

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As of March 2026, American Academy of Estate Planning Attorneys's key employees include:

  • Cfo: B. W.
  • Immediate Past President: D. C.
  • Owner: B. G.
  • Attorney And Owner: L. M.
  • Attorney And Owner: L. M.

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