American Academy of Estate Planning Attorneys

05/28/2026

For firm owners who want predictable, sustainable growth, understanding the law firm marketing funnel is not about marketing theory. It is about operational control.

Learn how a structured law firm marketing funnel moves prospects from awareness to signed clients & supports predictable growth.

05/26/2026

AI can be useful. It can also be destabilizing if adopted without discipline.

Explore how AI can support estate planning firms while introducing real risks. Learn where it adds value and where judgement matters most.

05/20/2026

Growth eventually changes.

At first, more growth feels exciting.

Then suddenly:

more people need you
more decisions depend on you
more complexity follows you home

And the firm starts feeling heavier instead of stronger.

That’s what today’s session is about.

Not marketing.
Not “working harder.”

A direct conversation about why successful firms plateau — and what actually has to change before growth becomes sustainable.

📅 Today at 1 PM PT

👉 Register here: https://na2.hubs.ly/H05D-Bl0

05/15/2026

Most firms don’t realize they have a structural problem until growth starts creating pressure instead of freedom.

More complexity.
More moving parts.
More dependence on the attorney.

Most firms grow the wrong way

On May 20, we’re hosting a conversation on what actually has to change before a law firm can scale sustainably.

No fluff.
No generic growth advice.
Just a direct breakdown of why firms plateau — and what separates scalable firms from firms that simply get bigger.

📅 May 20
👉 Register here: https://na2.hubs.ly/H05xhQd0

05/11/2026

Failing to challenge “that would never happen” creates risk. Don’t let assumptions undermine the very plan designed to protect your legacy.

Experienced Estate Planning attorneys hear certain phrases so often that they begin to tune them out. Clients say them with confidence, believing every

05/05/2026

Do your priorities match where your time is actually going?

For many attorneys, the answer is uncomfortable but important.

Sanford Fisch shares a simple but powerful question every law firm owner should ask: *If your calendar doesn’t line up with the life and firm you say you want, what needs to change?*

Watch the the full episode:

https://na2.hubs.ly/H05h_Rf0

05/04/2026

“Lawyers know how to be lawyers. What they don’t know is how to run a business.”

That’s the challenge so many law firm owners face and it’s exactly what Robert Armstrong and Sanford Fisch discuss in this podcast episode.

Listen to the full conversation on our Podcasts page:

https://na2.hubs.ly/H05gHXn0

04/29/2026

Corporate Trustee partner of American Academy Wealth, Dunham Trust, will be joining us as a in the Big Easy!
Since 1999, Dunham Trust has led with the core belief that highly personal service would make a positive difference in providing exceptional trust administration services. Dunham Trust is built to serve and support your role as a trusted advisor. Learn more about building a legacy that lasts with Dunham Trust at https://na2.hubs.ly/H05c4T50

04/28/2026

We are two days away from kicking off our Spring Summit and we're very excited to be joined by this next .
Newsletter Pro creates high-impact custom newsletters for your firm. With minimal monthly input from you, they handle the writing, designing, and distribution. Newsletter Pro has worked with thousands of legal professionals with proven results to increase retention and referrals. Learn how to get started at https://na2.hubs.ly/H058zh30

04/27/2026

We are beyond proud of our 16-year partnership with this next .
LeadingResponse supports practice growth with in-person seminars and workshops. With over 2 million seminars marketed, generating more than 45 million seminar responders, LeadingResponse is the largest direct mail seminar marketing company in the industry. See how LeadingResponse can elevate your firm at https://na2.hubs.ly/H055W5N0