American Academy of Estate Planning Attorneys

American Academy of Estate Planning Attorneys Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from American Academy of Estate Planning Attorneys, Education, 9444 Balboa Avenue, Ste 300, San Diego, CA.

The American Academy of Estate Planning Attorneys helps entrepreneurial attorneys build enterprise law firms with recurring revenue through our Enterprise Law Firm Model and American Academy Wealth program.

The IRS released the applicable interest rates for transactions in October 2026. The annual compounding rates are:- Shor...
09/30/2026

The IRS released the applicable interest rates for transactions in October 2026.

The annual compounding rates are:
- Short-term: 4.25%
- Mid-term: 4.61%
- Long-term: 5.22%

The Section 7520 rate, used in many estate planning transactions, is 5.60%.

Your financials are telling the story of your practice. Are you reading it?Join us for Numbers Don't Lie: How to Read Yo...
09/22/2026

Your financials are telling the story of your practice. Are you reading it?

Join us for Numbers Don't Lie: How to Read Your Firm's Financials and Find the Money You're Missing, a free, one-hour working session for non-Member Estate Planning attorneys.

You'll learn how to:
βœ… Calculate your own benchmarks in minutes
βœ… Find where your owner's compensation is really going
βœ… Tell whether your marketing is actually working
βœ… Spot the 7 red flags that stall a firm's growth

Save your seat πŸ‘‡
https://na2.hubs.ly/H07ZH6W0

Most firm owners are so buried working in their practice that they never get to work on it. Our members have a Practice ...
09/18/2026

Most firm owners are so buried working in their practice that they never get to work on it. Our members have a Practice Building Consultant whose whole job is to look at the firm objectively and spot what the owner can't see from the inside.

You can get a feel for that outside perspective on our free Numbers Don't Lie webinar, Wednesday, September 23. We'll show you how to read your own firm's financials and find the money you're missing.

Reserve your spot πŸ‘‡
https://na2.hubs.ly/H07W1fs0

28 days to go.The attorneys arriving at the Fall Summit on October 15 have already done the work.They've completed the B...
09/17/2026

28 days to go.

The attorneys arriving at the Fall Summit on October 15 have already done the work.

They've completed the Boot Camp. They've had the strategic conversation. They know what they're walking into.

If that's you β€” we'll see you there. If you're still deciding β€” now is the time.

[email protected] Β· (800) 846-1555

The most effective firms treat marketing audits as a regular discipline, not a response to underperformance.A quarterly ...
09/15/2026

The most effective firms treat marketing audits as a regular discipline, not a response to underperformance.

A quarterly cadence provides enough time to gather meaningful data while still allowing for timely adjustments. It creates a rhythm of reflection and refinement that supports steady growth.

Learn how to audit your law firm marketing every quarter to improve lead quality, align strategy, and drive more consistent growth.

"As lawyers, we may be great technically, but we aren't always the best business people in the world."That's how one of ...
09/14/2026

"As lawyers, we may be great technically, but we aren't always the best business people in the world."

That's how one of our Florida members put it, and it's exactly why the Academy exists.

Great estate planning is only half the equation. The other half is running the business well enough to actually get paid for it. That's what we teach.

Want a taste of how we think about the numbers? Register for our upcoming Numbers Don't Lie webinar for non-Members on Wednesday, September 23.

Save your seat πŸ‘‡
https://na2.hubs.ly/H07Q87r0

Is your firm's marketing actually working? Most attorneys can't say for sure. πŸ“ŠThriving estate planning firms spend 8-10...
09/10/2026

Is your firm's marketing actually working? Most attorneys can't say for sure. πŸ“Š

Thriving estate planning firms spend 8-10% of gross on marketing, but the number that really matters is your cost per case. It tells you whether every dollar is pulling its weight.

Attend our upcoming webinar and we'll show you how to find out.

The Enterprise Law Firm Model isn't just a book. It's the operating system behind every decision Academy Members make ab...
09/08/2026

The Enterprise Law Firm Model isn't just a book. It's the operating system behind every decision Academy Members make about their practices.

Get it β†’ https://na2.hubs.ly/H07H9BX0

The Personal Injury Mastermind episode with Robert Armstrong and Sandy Fisch covers recurring revenue and the Enterprise...
09/04/2026

The Personal Injury Mastermind episode with Robert Armstrong and Sandy Fisch covers recurring revenue and the Enterprise Law Firm Model in depth.

Your website matters. It may be the center of your digital presence. But it is not the only place prospects decide to ca...
09/03/2026

Your website matters. It may be the center of your digital presence. But it is not the only place prospects decide to call.

Your website matters, but it is not the only place estate planning prospects decide to call. Learn which touchpoints also build trust.

Address

9444 Balboa Avenue, Ste 300
San Diego, CA
92123

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(858) 453-2128

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