Founder’s Monthly Updates
Stay Connected With What's New at AEPS
Every month I'll share an update highlighting Featured Attorney successes, platform improvements, new educational resources, and upcoming initiatives.
As the platform grows, this page will become the central archive of monthly updates documenting the continued development of the American Estate Planning Series.
August 2026
Building Long-Term Assets
Published August 3, 2026
Platform Snapshot — July 2026
Featured Attorneys: 9
States Represented: 9
National Book: Published in August, 2026
State Book Project: Underway
Roundtable: August 27
Highlights
✓ The American Estate Planning Guide published
✓ State-specific Estate Planning Guides now underway
✓ Welcome Cory Bagby (Illinois)
✓ Welcome Russ Meservich (New Jersey)
✓ New AEPS Attorney Success Program introduced
✓ Nine Contributing Attorneys now representing nine states
✓ New brand identity and logo unveiled
✓ "How to Choose an Estate Planning Attorney" added to every State Hub Page and the Learning Center
✓ First AEPS Contributing Attorney Roundtable scheduled for August 27
✓ Looking Ahead to September
Thank you for helping build the place Americans go to learn about estate planning before they choose an attorney.
July 2026
Building the Foundation
Published July 1, 2026
Platform Snapshot — July 2026
Featured Attorneys: 7
States Represented: 7
Long-form videos on AEPS YouTube: 647
Educational Series: 1
Video Kits Available: 3
Consumer Resources: 3
Mastermind Scheduled: August 27
Highlights
✓ Welcome North Carolina and New York
✓ Seven Featured Attorneys now representing seven states
✓ Launch of the AEPS Attorney Success Center
✓ Educational Series #001 now underway
✓ New AEPS Recording System
✓ Consumer Resources continue to expand
✓ State Book Project announced
✓ Featured Attorney Mastermind scheduled for August 27
✓ Patrick Cawley's YouTube and website growth
✓ Looking ahead to July