11 Essential Systems. to Create a Purpose and Profit-Driven Practice. Transform Your Law Practice and Your Life In 5 Days (Not 5 Years)

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1 11 Essential Systems to Create a Purpose and Profit-Driven Practice Transform Your Law Practice and Your Life In 5 Days (Not 5 Years)

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3 q Visit now to download your application materials

4 2 11 Essential Systems to Create a Purpose and Profit-Driven Practice SPEAKERS ROBERT ARMSTRONG President Robert Armstrong is Co- Founder and President of the American Academy of Estate Planning Attorneys. Robert is a visionary, innovator, and gifted conceptual thinker who has practiced law for more than 35 years. For the past two decades, he has coached successful entrepreneurial attorneys to have a balanced life and record breaking revenues. In 2010, he co-authored The E-Myth Attorney, Why Most Legal Practices Don t Work and What to Do About It with Sanford M. Fisch and small business legend Michael Gerber. This Amazon best seller shows how forward thinking law firms can systematize their practices and develop unique delivery systems to prosper in an increasingly commoditized world. The following year he co-authored Dominate Your Market, The Attorney s Complete Guide to Online Marketing and Social Media to help attorneys effectively use cutting edge strategies to ensure market leadership. Robert is committed to making the business-savvy practitioner the standard for professional success in estate planning. His philosophies, systems, and strategies help good lawyers become great, satisfied, and successful business owners. The American Academy was inspired by his conviction that attorneys, in order to be successful, need more than just technical legal skills. Today, Robert serves as President of the Academy and is responsible for collaborating on the strategic direction of the organization. On a day-to-day basis, he oversees the Academy s Marketing, Technical Support, and Software Development departments, as well as authoring new Academy programs and initiatives. Several years ago he saw the need for intensive personal coaching for attorneys who wanted accountability and help applying the programs the Academy provides. The elite Peak Performer group was founded with multiple face to face sessions and daily accountability. With the aid of his leadership, these dedicated Peak Performers are transforming every aspect of their lives. In addition to the E-Myth Attorney and Dominate Your Market, Robert is co-author of several books, including the practice management book for attorneys, Creating a Loving Trust Practice, and the books, Total Wealth Management, Estate Planning Basics: A Crash Course in Safeguarding Your Assets, Dominate Your Market, and Legacy Wealth Planning. He also contributed his expertise to the bestseller, Terry Savage on Money. Professional Experience Robert has been a practicing attorney since 1976 and is the founder of one of the most successful estate planning practices in the country. In 1989, he joined forces with fellow estate planning attorney, Sanford M. Fisch. Together they serve as principals with the San Diego, California law firm, Armstrong, Fisch & Tutoli, where they have created thousands of quality estate plans for grateful clients. In 1993, Robert co-founded the American Academy to help Members build successful and robust practices through a rich array of products, services, and systems. His innovative, real-world solutions to common professional and business problems help Members become the premier estate planning attorneys in their communities. With step-by-step coaching, the Academy helps Members effectively use technology, successfully and ethically market estate planning services, create precise accounting systems, inspire law firm staff, and stay current with the ever-changing estate planning laws. Education After four years in the U.S. Navy, including a decorated combat tour of duty in Da Nang, Vietnam, Robert attended the University of California at San Diego, where he graduated summa cum laude with a Bachelor of Arts Degree in Classical Greek. In 1976, Robert earned his Juris Doctor degree from the University of San Diego, where he was a staff writer for the Law Review and was awarded the prestigious American Jurisprudence Award for excellence in Insurance Law. Robert holds Series 7 and 66 Securities Licenses and a California Life Insurance License, ensuring that clients receive the benefits of coordinated estate and financial plans.

5 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 3 SANFORD M. FISCH CEO Sanford M. Fisch has spent over 30 years combining his keen business sense with an unparalleled understanding of strategic law firm management, marketing, and client relations. His ardent desire and deep commitment to helping fellow attorneys drove him to co-found the American Academy of Estate Planning Attorneys. Today, Sanford continues to serve as Chief Executive Officer at the Academy. He is responsible for collaborating on the strategic direction of the Academy, working with Members on strategic planning in their law firms, and increasing firm productivity, as well as building alliances with other organizations which provide resources to Academy Members. By constantly seeking better and more effective ways of doing things, he continues to make a real difference by transforming law firms, the industry, and some lives along the way. In addition, he is a co-author of The E-Myth Attorney, which reflects the vast experience gained over a more than 30 year career in practice, and as an advisor and coach to lawyers throughout the country. Other books he has co-authored include Total Wealth Management, Estate Planning Basics: A Crash Course in Safeguarding Your Assets, Dominate Your Market, and Legacy Wealth Planning. His early career was spent as a Tax Specialist with Coopers and Lybrand, an international accounting firm. He also taught at the American College for Certified Financial Planners and Chartered Underwriters. In 1989, he joined forces with fellow estate planning attorney and Academy co-founder Robert Armstrong and is currently a principal of Armstrong, Fisch & Tutoli, APLC. In 1993, Sanford co-founded the American Academy of Estate Planning Attorneys. Education A solid legal education, including a Masters degree in tax law from Georgetown University Law Center in 1982, was the foundation for Sanford s career. He graduated magna cum laude from Boston University in 1977, earning a Bachelor of Science Degree in Economics, where he was a member of the National Mortar Board Honor Society. In 1980, he went on to earn his law degree from the University of San Diego, where he received the American Jurisprudence Award for excellence in Civil Procedure. He was also published in the Law Review, To Be or Not to Be Tax is the Question? Sanford holds Series 7 and 66 Securities Licenses and a California Life Insurance License, ensuring that clients receive the benefits of coordinated estate and financial plans. Professional Experience In addition to building a prominent estate planning law firm, and co-founding the Academy, Sanford has used his experience to add the Academy Peak Performers coaching program as well as a special coaching program for effective consultations to his regular duties. Through his work at the Academy, he has become a recognized leader and much sought-after advisor, speaker, and consultant to law firms throughout the United States.

6 4 11 Essential Systems to Create a Purpose and Profit-Driven Practice The 11 Essential Systems to Create a Purpose and Profit-Driven Practice Put something in every box on this form to ensure you get the most out of it. Be honest about what s currently working and not working in your law firm and be realistic about what action steps you can take now and which action steps will be taken in the future. Be open-minded and try on some new ideas for your firm. SYSTEM WHAT S WORKING WHAT S NOT WORKING ACTION STEPS 1. Strategic Planning: Aligning Your Business With Your Personal Values 2. Finance and Operations Management: Managing By the Numbers and Seamlessly Making it All Work 3. A Systems Approach to Leadership: Creating a Firm Cultures, Focusing on Unique Abilities and the Road to Mastery 4. Staff Accountability and Team Building: Putting the Right People With the Right Skills in the Right Positions 5. Comprehensive Technology: Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm 6. Integrated Marketing and Public Relations: Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects 7. No Stress Client Engagement: Predictably Inspiring Consumer to Take Action and Retain Your Firm 8. Efficient Workflow: Drafting, Reviewing and Executing State-of-the- Art Estate Plans 9. Continuing Education: Staying on the Cutting Edge of Effective Legal Strategies 10. Ancillary Business: Leveraging Client Relationships to Generate Multiple Sources of Revenue 11. Ongoing Mastermind: Structures to Participate in a Community of Like-Minded Attorneys

7 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) WILL NEXT YEAR BE ANY DIFFERENT IN YOUR LIFE OR YOUR PRACTICE THAN THIS YEAR? 5 Housekeeping suggestions Check your mindset Try not to multitask, it s only a 90-minute webinar Take plenty of notes, us your questions during the webinar questions@aaepa.com, or if you have a question later feel free to call us at Be clear and honest with yourself about what your situation is. Check all that apply: I don t have enough business I don t like the clients I meet with It s been a long time since I had a great vacation I don t spend enough quality time with my family I ve been grinding too long and not making the progress I d like I don t have anyone to brainstorm solutions and strategies with The work I do isn t satisfying I am not lit up in my life or my practice I ve always wanted to go out on my own and just haven t done it yet I m tired of the stress

8 6 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #1 STRATEGIC PLANNING SYSTEM Aligning your business with your personal values Why: Why do you do what you do? What is the sole reason for owning your law firm? Vision: Be clear about where you are now and where you want to be in these areas: Number of Attorneys and Staff in your firm currently and in a few years Which services you offer now and later What your pricing is and will be

9 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 7 What your income is and will be What your schedule is and will be What are you known for in the community now and in a few years? What are you known for in your own office, what kind of leader are you and what kind of team depends on you? What are you known for at home? Julia Khaled, South Carolina Member Tips from Julia s Message

10 8 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #2 FINANCE AND OPERATIONS MANAGEMENT SYSTEM Managing by the Numbers and Seamlessly Making It All Work Manage by the numbers and review monthly at a minimum: The percentage of revenue that should be spent on marketing The revenue number per employee The percentage of gross revenue that should be going into your pocket as owner s compensation The percentage of people at a public or private seminar who should request appointments The closing ratio each attorney should have with first consultation Mary Miller, New York Member Tips from Mary s Message Analyzing Your Financials Takes 5 Minutes: Look for an invitation to an upcoming webinar about evaluating each of these benchmarks and what these percentages should be in a successful practice at a glance. On this upcoming webinar, we will also address how to impact the numbers you want to change

11 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #3 A SYSTEMS APPROACH TO LEADERSHIP 9 Creating a Firm Culture, Focusing on Unique Abilities and the Road to Mastery We believe team leadership, whether it s 2 people or a dozen, is the most important ingredient in creating a sustainable practice where you get to step out of the doing it, doing it, doing it grind, and delegate most of the work of the firm to others. How effective would the last three employees who left your firm honestly say you were? Rate your leadership 1-10 (10 means you re perfect and couldn t get any better!) Mindset Are you curious, intentional, driven by a vision, inspired? Special Talents Are you spending your time doing the things you love and do you have team members spending time in the areas of their strengths? Sharing Your Vision Do you share your vision and goals with your team and do you share the results of your progress toward those goals on a regular basis? Does your vision impact what everyone is doing? Inspiring Your Team Is your communication and the motivation you give your team working? Are they happy to get to the office and achieve more of your vision each day?

12 10 11 Essential Systems to Create a Purpose and Profit-Driven Practice Recognition and Appreciation A great leader takes none of the credit and all of the blame. Do you have structures in place so recognition of each team member s efforts to get you and your firm closer to your goals is consistent? Delegating Is your team empowered to make certain decisions about workflow and marketing and client contact that don t even require you? Are you effectively delegating the work that is non-attorney work? Mark Eghrari, New York Member Tips from Mark s Message Recommended Reading: The E-Myth Attorney, by Robert Armstrong, Sanford M. Fisch and Michael E. Gerber and What Got You Here Won t Get You There, by Marshall Goldsmith.

13 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #4 STAFF ACCOUNTABILITY AND TEAM BUILDING SYSTEMS 11 Putting the Right People with the Right Skills in the Right Positions The health and happiness of your team is the evidence of whether everything in System 3 is working as it should be. Do you know what each staff person who has ever left your firm has in common? You. Take a moment to try on the idea that their departure was not about them. We like to think we have our leadership skills in fine shape. To take things up a notch, be very honest about answering the following: How long do staff stay with your firm? What is the longest a staff person has stayed? Is that the norm? How many staff people have stayed in your firm for less than one year? How many over one year? Why do you think they leave? What do they say when they leave?

14 12 11 Essential Systems to Create a Purpose and Profit-Driven Practice What don t they say when they leave? If you own the responsibility for each departure, what area of leadership could have had an impact on providing a change to the outcome? Testing or more effective hiring procedure Training Clear expectations Feedback or recognition Technology More effective delegation Different compensation Your mindset Their access to your vision and knowledge of how things were progressing Other Colleen Prosser, Maryland Member Tips from Colleen s Message Recommended Reading: Good to Great, by Jim Collins.

15 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #5 COMPREHENSIVE TECHNOLOGY SYSTEM 13 Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm Are you using Technology to the fullest in the following areas of your practice: Planning Marketing Staffing Accounting Client Contact Online Web Presence Website Rankings Document Quality Staff And Attorney Education Cheryl David, North Carolina Member Tips from Cheryl s Message Points to Ponder: Be sure to note which areas of your practice are up to date, and which could use a review. Is there an IT contact you could call for a quick technology analysis? Is the state of your software and hardware helping your staff be as efficient as they could be?

16 14 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #6 INTEGRATED MARKETING AND PUBLIC RELATIONS SYSTEM Planning Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects Marketing is a science with specific rules to follow. Take a look at the variety of marketing approaches alive and well in your practice. Which tools and structures are you currently satisfied with in your practice? Analysis of results (and adjustments to planning) Tools: Generating referrals Advertising Seminars and materials for niches or the public Direct Mail Letters Newsletters Website Search Engine Optimization Client review processes and tools Client and prospective client nurturing programs At the 90-minute Boot Camp session on marketing, we cover: How and why to create a Marketing Calendar and Plan for the year (you actually leave with a draft of your upcoming Marketing Calendar) How to identify your target market How to calculate the lifetime value of your client How to project your coming year s revenue with proper planning How to track your results

17 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 15 At the end of the Boot Camp you ll know: How many appointments you should get from public or private seminars How many of those should make it to the office How many of those should be retained and What to do if any of these numbers are off There are 5 marketing channels and you should investigate all of them before choosing your own marketing blend. 1. Direct Public outreach How to effectively put on public and private seminars 2. Client referrals How to leverage every one of your existing clients into a steady stream of referrals 3. Centers of Influence referrals How to establish and nurture relationships with all the professional referral sources in your area. 4. Online marketing How to have your website and online presence deliver prospects to your door automatically 5. Buying another firm s practice We ll show you how to identify and negotiate the purchase of a firm of a retiring attorney. This is where you can leverage all the Academy tools to transform a neglected practice into a client centered, revenue rich one. Larry Deason, Arizona Member Tips from Larry s Message

18 16 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #7 SUCCESSFUL CONSULTATIONS: NO STRESS CLIENT ENGAGEMENT Predictably Inspiring Consumers to Take Action and Retain Your Firm The Academy s systematic way of handling the initial consultation is focused on two major issues: First, how do we get the clients to open up and reveal, sometimes for the first time ever, what they fear and what an ideal estate plan looks like for them, and Second, how do we create a space or environment where they can be inspired to take action that s in their own self-interest Handled properly, the prospects will be convincing you why they need your services and that you re the only one to do it. No pressure, no pushy overcoming objections, no long-winded technical legal explanations, just be present and skillfully uncover the pain that each family has under the surface. 90 minutes on this session covers how to ethically and competently: Inspire clients to take action Put a system in place that works the same way each time you meet with a new prospective client Address the real, deeper issues facing a family, not necessarily the fake issues they sometimes bring up Address matters in such a way that the prospective client can t respond with those dreaded words, Let me think it over Interpret the success of your meetings by understanding the metrics. Analyze what to adjust in your meetings when they don t work.

19 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 17 Daniel DeBruyckere, Massachusetts Member Tips from Daniel s Message Reality Check: What is your current closing percentage (MTD and YTD) in your estate planning or elder law initial consultation meetings?

20 18 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #8 EFFICIENT WORKFLOW SYSTEMS Drafting, Reviewing and Executing State-of-the-Art Estate Plans A common struggle for many attorneys is that they re unable to distinguish attorney work from non-attorney work. The lawyer is often bogged down on a day to day basis with $10 an hour work, thinking he s got to be involved. Here are some questions to ask yourself: How are you drafting, reviewing, and executing estate plans in your office now? Is there a written system with metrics at each stage? If a staff person leaves, can the replacement be up and running with very little training? How is the work product presented to the client? Is it a few pages in an envelope or a cheap binder? Is it something they d be proud to show their friends and family?

21 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) 19 Are clients impressed? Is there a client transformational experience when dealing with your firm? Is everyone on the team focused on the details with an eye to the presentation and look of the documents, as well as the content of the plan? What is the attorney s role in the workflow process? Who in the firm handles each responsibility and how long should it be taking them? What s the signing and funding process? Who actually handles this function? How comprehensively do you handle funding? Is it the client s responsibility or the firm s? Is it truly a memorable experience for the clients? Is it low rent or first class? At the end of the engagement, is there a real sense that you ll have a rewarding long-term relationship with their families?

22 20 11 Essential Systems to Create a Purpose and Profit-Driven Practice At the Boot Camp we ll show you how the Academy suggests you handle each of these issues. Michael Robinson, New York Member Tips from Michael s Message

23 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #9 CONTINUING LEGAL EDUCATION SYSTEM 21 Staying on the Cutting Edge of Effective Legal Strategies DENNIS SANDOVAL, J.D., LL.M. (TAX), CELA, AEP, EA Director of Legal Education Certified Taxation Law Specialist * Certified Estate Planning, Trust & Probate Law Specialist * Certified Elder Law Attorney ** Accredited Estate Planner *** Dennis has an LLM in tax and is a certified specialist in tax, estate planning and probate in California. In addition, he is a Certified Elder Law Attorney through NAELA and often teaches attorneys who aspire to the CELA designation. Dennis has been practicing law since * by California Bar Board of Legal Specialization ** by National Elder Law Foundation *** by National Association of Estate Planners and Councils * by California Bar Board of Legal Specialization STEPHEN HARTNETT, J.D., LL.M (TAX), Certified Estate Planning Specialist, VA Accredited Associate Director of Education Associate Director of Education Certified Estate Planning, Trust & Probate Law Specialist* Steve has equally impressive credentials. He also has an LLM in Tax. His degree is from NYU, and he is licensed to practice in multiple jurisdictions. Steve has a comprehensive understanding of every area of tax, estate planning elder law and entity planning. Steve has been practicing since Take a look at your educational support system. At the upcoming Boot Camp and Summit, be sure to ask Dennis, Steve and various Academy Members how the support from the Education Department actually works. There is ongoing training plus private consultations on case strategy along with listserv interaction for brainstorming.

24 22 11 Essential Systems to Create a Purpose and Profit-Driven Practice SYSTEM #10 ANCILLARY BUSINESSES Leveraging Client Relationships to Generate Multiple Sources of Revenue Today around 50% of Academy Members provide financial services in addition to legal services. Most of the time the attorneys don t actually provide the financial services, but they own an equity stake in the business that does. Important elements to be clear about before jumping in: Calculate your potential revenue in this untapped area Set the business up properly Select an ethical advisor you may want to partner with Dennis Duffy, Iowa Member Tips from Dennis Message HOT TIP: We highly recommend that you investigate this approach carefully before committing to it. Check your bar rules and be clear about disclosure. If you would like a private conversation about this, send us an (Questions@aaepa.com) and we will set a time to talk with you.

25 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SYSTEM #11 ONGOING MASTERMIND SYSTEM 23 Structures to Participate in a Community of Like-Minded Attorneys Where do you get your support? Jack Alpern, Ohio Member Tips from Jack s Message

26 24 11 Essential Systems to Create a Purpose and Profit-Driven Practice MAKE SURE YOUR CALENDAR IS MARKED! We already registered you for the next webinar. If you cannot participate, please us at questions@aaepa.com right away to cancel your participation. STRATEGIC PLANNING WORKSHEET Part two of this webinar series Complete Law Firm Strategic Planning System STEP 1 1 VISION Wednesday, July 23, 2014 at 2:00pm Pacific Time (5:00pm Eastern) Presenters: Robert Armstrong and Sanford M. Fisch, co-founders of the American Academy of Estate Planning Attorneys and co-authors of The E-Myth Attorney YES, we will be sending you an with information about how you can participate on the full hour-long explanation of System #1 (Strategic Planning). This session will be presented by Robert s partner, Sanford M. Fisch. We will be sending you the Strategic Planning Worksheet as well as other materials you can use during the session. Because we re providing the full System #1 now, we will not be going through it at the Boot Camp.

27 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) SAN DIEGO BOOT CAMP TRAINING INFORMATION 25 Begins Wednesday, October 8, :00am 6:00pm: Boot Camp training on Systems 2-11 with Academy co-founders Robert Armstrong and Sanford M. Fisch 7:00pm: Dinner with VIP Boot Camp students and Academy Leadership Concludes Thursday, October 9, :00am 11:00am: Academy Chief Operating Officer, Jennifer Price, and the Academy Member Services team will review the Academy Marketing Calendar and best practices, followed by a review of the Academy s Executive Starter Kit Membership-Wide Summit October 8 12, 2014 Thursday, 1pm 5pm: Welcome and Keynote 6:30pm 9:30pm: Cocktail and Dinner Reception Friday, 8am 5pm: Sessions with evening Social Event Saturday, 8am 5pm: Sessions with evening Roundtable option Sunday, 8am Noon: Sessions and Close of the Summit * Approximately hours of CLE are associated with the Summit portion of this training There is no obligation to join the Membership. This is a no-risk way to take a peek behind the curtain at what Membership offers. 15 VIP Guest law firms will be invited to this event.

28 26 11 Essential Systems to Create a Purpose and Profit-Driven Practice VIP students must be qualified All law firm offices must be in an area where an Academy Member is needed Must have a clean State Bar record Three Professional References are checked Must be in a financial position to build a practice. Credit references are also checked DETAILS Monthly Fee is: $2,495 Most Members average between $3,000 and $4,500 for an average estate plan The Monthly Fee does not begin until November 15, 2014 during this Boot Camp and Summit promotion. For those attorneys starting right away, that comes to a savings of $7,500 Initiation Fee is: $21,000 The total Initiation Fee is equivalent to about 6 estate plans Academy Payment Plan details available upon request This is not a sales pitch in disguise. If you feel like we ve wasted any of your time at the Boot Camp and Summit, we will reimburse you for up to $1,000 of your travel expenses! The invitation for approved VIP students includes two other people from the firm. We highly recommend partners, spouses, office managers, or other key people to attend with the owner. Download your application materials now at

29 Transform Your Law Practice and Your Life In 5 Days (Not 5 Years) FOUR THINGS TO DO BETWEEN NOW AND BOOT CAMP Pencil the dates into your calendar. October 8 12 in San Diego, California 2. Have a conversation with us and with Members. Call If your area has room for one attorney in the geographic area, only one VIP student can attend from that area. Consideration and approval is based on the date and time of the submission of the application 3. Submit your application by scanning and ing it to questions@aaepa.com. You can get your application at 4. Make travel arrangements. We will send information on the group rate for the Academy at the US Grant Hotel in San Diego

30 q Visit now to download your application materials

31 a Application for Membership CONGRATULATIONS ON YOUR DECISION TO LOOK CLOSER AT THE AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS TOOLS, SYSTEMS AND MEMBERSHIP! Whether you re attending our upcoming Boot Camp and Summit, or you know for certain you re ready to join the Academy Membership, we will need to process and approve this Application as part of our qualification process. Please be frank about the location of all branch offices as well as any disciplinary action you ve experienced. We recognize that whether your practice is a well established Estate Planning practice, you re leaving an existing firm and going out on your own, or you re changing directions and shifting from one type of practice into Estate Planning for the first time this takes capital. We work hard to ensure the Members who join the Academy are in a secure financial position. Please be candid about your available resources so we can properly advise you about the timing of Membership or execution of other goals. We appreciate your interest in the Academy! We look forward to talking with you soon. PERSONAL INFORMATION Applicant s Full Name:... First Middle Last Jr./Sr./II/III Alias or Maiden Name:... Birth Date:... Soc. Sec. No.:... (Required for Credit Check) Main Office Address:... City, State, Zip:... Phone:... Cellular: How did you hear about us?... BRANCH OFFICES (IF ANY) Street Address:... City, State, Zip:... Phone:... Fax:... Street Address:... City, State, Zip:... Phone:... Fax:... AMERICANACADEMY 1 American Academy of Estate Planning Attorneys Application for Membership