Partner With the American Estate Planning Series
Build the leading estate planning education platform in your state.
The American Estate Planning Series (AEPS) is a national education project built state by state. Each state is led by a licensed estate planning attorney who serves as the Contributing Attorney—the in-state professional who helps ensure accuracy, participates in education, and represents the state on the AEPS platform.
This is not a directory and not a pay-per-lead program.
AEPS is an education engine designed to compound over time through books, videos, and state-specific resources.
Who this partnership is for
AEPS is a fit for attorneys who:
Practice primarily (or exclusively) estate planning
Value clear, plain-English client education
Are comfortable explaining the same concepts repeatedly—because that’s how trust is built
Want a long-term, compounding marketing asset rather than short-term ads
Are willing to show up consistently for a defined period to build something durable
AEPS is not a fit for attorneys looking to “buy leads” without participating in the education process.
A builder-first model
Most legal marketing asks attorneys to spend heavily before results are clear.
AEPS is structured differently.
The early financial investment is intentionally modest.
The real investment is time, consistency, and clarity.
Attorneys earn long-term positioning by helping build the education library that creates real demand—content that continues working month after month.
This approach protects both sides:
attorneys are not asked to overspend early, and
AEPS partners only with attorneys who actually participate.
The AEPS Builder Cohort
All Contributing Attorneys enter AEPS through the Builder Cohort.
The Builder Cohort is a 120-day, performance-based launch period designed to establish a state’s education library and confirm that the partnership is a good fit.
Builder Cohort terms
Onboarding: $1,500
(credited toward standard Contributing Author pricing if you convert)Monthly during Builder: $199
Duration: 120 days
What AEPS provides
During the Builder Period—and beyond—AEPS provides:
A national education platform (books, state hubs, resource libraries)
A proven content plan with clear topics and structure
Interview-based recording options (no scripting required)
Editing guidance, titles, descriptions, and embedding
A system designed for steady, long-term growth
You are not left to figure out content.
The framework already exists—you plug into it.
What you provide
The Builder Cohort is intentionally participation-driven.
During the 120-day Builder Period, Contributing Attorneys agree to:
Educational content
Eight (8) state-specific educational videos
Ten (10) state-specific FAQs
AI-assisted drafting is acceptable. Attorney review and state-specific nuance are required.
Book support
Completion of a structured State Accuracy Review of select sections of the AEPS state book
Commitment to a brief annual update review for future editions
The state book is written by Paul Rabalais.
Contributing Attorneys serve as the licensed in-state reviewer for accuracy, not as co-authors.
Operations
Bio, headshot, and intake preferences
Response to AEPS-referred inquiries within one business day
Exclusivity and conversion
During the Builder Period
Attorneys receive provisional priority for their state while deliverables are completed.
After the Builder Period
Attorneys who complete Builder deliverables may convert to Standard Contributing Author pricing.
The $1,500 Builder onboarding fee is credited toward the standard plan
Upon conversion, the attorney becomes the exclusive Contributing Attorney for the state for the defined term
If Builder deliverables are not completed, AEPS may reopen the state to other candidates.
Metro areas
All Contributing Attorneys are expected to select at least one Metro area.
Contributing Author establishes statewide credibility and education
Metro areas determine where local intake and visibility occur
Metro participation ensures statewide education translates into local client flow.
Metro terms are separate and lighter than the statewide Contributing Author role.
A short overview from the founder
If you would like a deeper explanation of how AEPS works and why it is structured as a builder-first partnership, you may watch the short overview below.
In this video, I explain:
how AEPS is built state by state,
why education—not advertising—is the foundation, and
what we look for in attorneys who succeed on the platform.
Watching the video is optional, but many attorneys find it helpful before applying.
Frequently asked questions
Do I need to write the book?
No. AEPS books are written by Paul Rabalais. Your role is to review for state-specific accuracy and participate in education.
Do I need to be on camera constantly?
No. Most content is recorded in interview format, and the process is guided to keep it efficient.
Is AEPS a lead-buying program?
No. AEPS is an education platform. Leads arise from trust built through content.
Can a firm be the Contributing Attorney?
Yes. One attorney serves as the primary participant, but firms are welcome.
What if I choose not to continue after the Builder Period?
There is no obligation to convert. Builder participation determines whether the state remains exclusive.
Next step
If this model resonates, the next step is a short application.
If there is a fit, we will schedule a brief Zoom call to walk through:
how AEPS works in your state,
what the Builder Period looks like in practice, and
how Contributing Author and Metro roles fit together.
Apply to Partner with AEPS
If the education-first model resonates, apply below. This is selective by design.