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, Legal Service, 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.

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

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

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 → 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.

Of every dollar your firm brought in last year, how much ended up as your paycheck?Thriving estate planning firms keep a...
09/01/2026

Of every dollar your firm brought in last year, how much ended up as your paycheck?

Thriving estate planning firms keep about 40% of gross as owner's compensation. If yours is lower, that money didn't vanish. It's hiding somewhere in your numbers, and we'll show you where.

Register for the Numbers Don't Lie webinar for non-Members on Wednesday, September 23.

One hour. Real math. A clear picture of where your firm stands.

👉 Reserve your spot👇
https://na2.hubs.ly/H07z0xS0

The IRS released the applicable interest rates for transactions in September 2026.The annual compounding rates are:•Shor...
08/31/2026

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

The annual compounding rates are:
•Short-term: 4.18%
•Mid-term: 4.49%
•Long-term: 5.12%

The Section 7520 rate, used in many estate planning transactions, is 5.40%.

The firms being built in the American Academy of Estate Planning Attorneys aren't just more profitable.They're more resi...
08/28/2026

The firms being built in the American Academy of Estate Planning Attorneys aren't just more profitable.

They're more resilient.

They have recurring revenue that doesn't depend on any single month of new client acquisition.

They have structures that can absorb disruption.

And a growing number of them have brought wealth management in-house, which means their clients have one trusted advisor for both estate planning and financial decisions.

Learn more → https://na2.hubs.ly/H07wjYp0

Last, but never least, congratulations to our Peak Mastery class for another very successful session! We applaud you all...
08/17/2026

Last, but never least, congratulations to our Peak Mastery class for another very successful session! We applaud you all for taking the time and doing the work, and look forward to seeing the achievements that started as Peak conversations.

Interested in joining Peak Performers? Reach out to your PBC!

Congratulations to our Peak Performers Mastery in Motion class for completing their two-day summer training today. We th...
08/11/2026

Congratulations to our Peak Performers Mastery in Motion class for completing their two-day summer training today. We thank you for your time and dedication to the program, and wish you success in implementing your insights back at your firms.
Interested in joining Peak Performers? Reach out to your Practice Building Coach for more information!

The attorneys building enterprise estate planning firms share one thing in common: they stopped thinking about their pra...
07/30/2026

The attorneys building enterprise estate planning firms share one thing in common: they stopped thinking about their practice as a service business and started thinking about it as an asset.

An asset has systems. It has recurring revenue. It has value independent of the owner's daily presence.

That's the shift the Enterprise Law Firm Model describes, and it's the shift the attorneys in San Diego this October have already made.

Learn more: https://na2.hubs.ly/H06ZgRP0

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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