For Estate Planning Attorneys
Build long-term authority in your state through education—books, resources, and content that compound over time.
The American Estate Planning Series is building a state-by-state estate planning education platform. Each state is anchored by one contributing attorney and supported by a limited number of exclusive metro-level attorneys in major markets. This is a paid, long-term partnership with exclusivity, built for attorneys who believe education creates trust—and trust creates clients.
New here? Watch the short video explaining the philosophy and structure behind AEPS.
Watch the Flagship Video
No ad spend required. No lead-selling. No directories.
What is the American Estate Planning Series?
AEPS is a national estate planning education platform built one state at a time. Each state includes a professionally written, state-specific estate planning book updated annually, a state hub page, a growing resource library, and localized metro pages. The goal is simple: families find accurate, locally grounded estate planning education—and when they’re ready to hire an attorney, they are guided to an exclusive attorney serving their state or their metro area.
Who is AEPS a good fit for?
The American Estate Planning Series is designed for estate planning attorneys who think long-term and are intentional about how they build trust in their communities.
This is likely a good fit if you:
Practice estate planning as a core focus of your work, not an occasional add-on
Believe that education builds trust, and trust leads to better clients
Are willing to participate in education-based content with structure and support
Prefer long-term positioning over short-term marketing tactics
Value exclusivity and understand why limiting participation strengthens the platform
Are comfortable collaborating professionally and responding reliably as the platform grows
You do not need to be a “content creator” or a YouTuber. You do need to be willing to explain estate planning concepts clearly and thoughtfully so families can make informed decisions.
Who AEPS is not a good fit for
AEPS is intentionally not designed for every attorney.
This is likely not a good fit if you:
Are looking for immediate leads or a quick increase in phone calls
Want passive exposure without participating in education or content
Prefer paid ads, lead-buying, or directory listings over trust-based growth
Are uncomfortable explaining your work publicly, even with guidance
Want to be listed alongside multiple competing attorneys in the same market
Are looking for something transactional rather than a long-term partnership
AEPS is not a shortcut. It’s a platform built to compound credibility over time.
If you believe estate planning education should be better—and that attorneys should be visible, trusted educators in their communities—this model will make sense.
Two Exclusive Partnership Paths
AEPS offers two exclusive ways to participate, depending on your practice focus and location. Both paths are active, education-driven partnerships designed for long-term credibility—not passive listings.
Contributing Attorney (State-Level Exclusivity)
Each state has one contributing attorney. This role focuses on statewide accuracy and education. The contributing attorney helps shape and review the state-specific book and core educational resources, and participates in education-based content that supports the state’s platform.
One attorney per state
Statewide visibility across the AEPS platform
Participation in book review and core educational content
Long-term authority positioning at the state level
Exclusive Metro Attorney (Metro-Level Exclusivity)
In addition to the contributing attorney, AEPS partners with a limited number of exclusive metro-level attorneys in major markets within each state. These attorneys contribute localized education, appear prominently throughout their regional pages, and are positioned as the trusted local option for families who want help where they live.
Exclusivity within a defined metropolitan area
Prominent placement on metro-specific pages
Participation in localized education and content
Long-term authority positioning in your primary market
Both roles are active, education-driven partnerships. Neither is a passive listing, and both are designed to compound credibility over time.
Content participation (simple, consistent, sustainable)
You don’t need to be a YouTuber. You don’t need a studio. But you do need a willingness to educate. We make this sustainable by keeping it structured and repeatable.
Record short educational videos (simple setup is fine)
Provide state/metro-specific clarity when topics require it
Review key state materials for accuracy when needed
Respond professionally and reliably as we build your state/market presence
If you are unwilling to participate in education-based content at all, AEPS will not be a fit.
Investment and onboarding
AEPS is a paid, long-term partnership with exclusivity. Investment levels vary based on state and role. We onboard deliberately, one state at a time, and timing matters for both sides.
Application → review → short fit call
If accepted, you’ll receive a clear scope, timeline, and agreement
We only move forward when the fit is strong and the platform is ready to support the state or market properly
FAQ prompts + short answers:
Is this lead generation?
No. AEPS is an education platform. We do not sell leads and we do not run a directory of competing attorneys in the same market.
Do I need to run ads?
No. There is no required ad spend.
Do I need to already be good on video?
No. You need willingness. We’ll keep it structured and sustainable.
Is it exclusive?
Yes. Exclusivity is part of the model (state-level or metro-level, depending on role).
How fast does it produce results?
This is long-term positioning. Education compounds over time.
Apply to Partner with AEPS
If the education-first model resonates, apply below. This is selective by design.