An Introduction to the
National Network of Estate Planning Attorneys

As you know, whether the estate tax is ultimately repealed or not, estate planning attorneys will continue to be one of the most important professional advisors in the distribution of an estimated $12+ trillion dollars from one generation to the next, over the next 20-30 years.

Our plan as a national organization is to equip attorneys with a new paradigm for practice that will endure the one constant in our profession: CHANGE. Our clients desire professional relationships with us because of our wisdom - gleaned from an understanding of human nature, and coupled with lessons learned from careful experience.

Along with a new way to practice, and the collegial support of like-minded colleagues around the country, our practice builder program is a unique coaching experience that helps new members with both personal and practice development. In addition, our educational program is second to none, and we also provide a document creation system and numerous other tools to make the practice as efficient as possible.

Led by Member-Managers (experience and successful estate planning attorneys who are advised by a Member Advisory Board), this organization of over 1,000 attorneys is projecting rapid growth over the next five years throughout the country.

The members of the National Network are known to be top-notch professionals in the field, who also understand and practice the true "team" model of planning. Our attorneys are taught about the financial, insurance, and accounting disciplines and hot to buld long-term relationships with our professional colleagues. They understand that close Involvement by the finand accounting professions are vital to the success of any estate plan, and will guide clients appropriately.

Other traits that characterize our attorneys include: practices oriented to long-term multi generational relationships with clients, in depth counselling, formal updating and maintenance programs, and costs that are fully disclosed and controllable for the client and the client's loved ones. Our proprietary practice model, The Three Step Strategy™, coupled with a strong emphasis on education, personal development, and colegiality - brings some level of predictability and consistency from one Network attorney to another around the country.

Through collaboration with one another, our attorneys find national level expertise in any sub-specialty of the estate planning field, and are therefore equipped to handle any family challenge, and any estate size.