Partner With the American Estate Planning Series™
The American Estate Planning Series™ (AEPS) is a national estate planning education platform built one state at a time.
We combine national education with state-specific guidance, books, and tools—so families can understand their options and take appropriate next steps.
AEPS works with a limited number of licensed estate planning attorneys to ensure accuracy, quality, and relevance at the state and local level.
Why AEPS Exists
Most estate planning information available online is national, but estate planning law is not.
Families often struggle to apply general guidance to state-specific legal systems, which leads to confusion, mistakes, and unnecessary cost.
AEPS was created to solve that problem by pairing:
National education covering core estate planning concepts
State-specific resources reflecting each state’s legal framework
Attorneys play a defined and intentional role within that system.
Two Ways to Partner With AEPS
Option 1: Contributing Author — State Partner
Role within the AEPS system
Contributing Authors help ensure that state-specific content reflects current law and practice. This role supports the educational integrity of the platform.
Typical involvement
Review and contribute to state-specific content
Provide guidance on state-specific concepts and terminology
Review or approve the associated state forms pack
Participate in light annual updates as resources evolve
What this role provides
Named Contributing Author recognition in the state guide and on the AEPS website
Long-term authority positioning tied to a published, state-specific resource
Priority consideration for metro-level Featured Attorney placement
Investment
State Contributing Author partnerships are limited and priced based on state size, scope, and availability.
Includes onboarding and first-year participation
Annual renewal applies for continued participation and updates
Exact terms are discussed individually.
Option 2: Featured Attorney (Metro Partner)
Role within the AEPS system
Featured Attorneys serve as the local professional resource within a defined metropolitan area.
Their role is to provide a clear, trustworthy next step for families who want to move from education to personalized legal advice.
AEPS handles education.
Featured Attorneys handle representation.
Typical involvement
Maintain an active estate planning practice in the designated metro area
Serve as the featured local attorney on the AEPS website for that metro
Participate in light coordination as AEPS state and metro resources expand
Optional participation in educational content (articles, videos, or updates)
What this role provides
Exclusive Featured Attorney placement for a defined metro area
Dedicated metro page on the AEPS website with attorney profile and contact routing
Visibility to families already educated on state-specific estate planning concepts
Association with a national, state-by-state educational platform
Brand positioning focused on trust, clarity, and professionalism — not volume
Exclusivity & scope
One Featured Attorney per metro area
Metro areas are defined based on population and geography
Exclusivity is maintained to avoid competition or confusion for families
Availability is limited and reviewed carefully
Investment
Featured Attorney partnerships involve:
An initial setup investment
Ongoing participation fee for continued exclusivity and platform support
Exact pricing and structure depend on the metro area, timing, and availability and are discussed during the introductory call.
Important notes
AEPS does not sell leads or promise volume
AEPS does not interfere with attorney pricing or intake process
The platform is designed for long-term authority and visibility, not short-term advertising
How Option 1 and Option 2 Work Together
Some attorneys participate in both roles, serving as:
State Contributing Author, and
Featured Attorney for one or more metro areas within that state
Holding both roles strengthens authority at both the state and local level but is not required.
Exclusivity & Quality Control
To maintain clarity, trust, and platform integrity:
Only one Contributing Author per state
Only one Featured Attorney per metro area
Availability is limited and reviewed carefully
This structure allows AEPS to prioritize education and quality over volume.
What AEPS Is — and Is Not
AEPS is:
An education and publishing platform
Designed to support informed decision-making
Built for long-term, state-by-state expansion
AEPS is not:
A law firm
A paid-ad lead marketplace
A guarantee of volume or outcomes
Apply to Partner With AEPS
Attorney partnerships are reviewed on a selective basis to maintain quality and exclusivity.
The application includes:
Licensing and practice information
State and metro interest
Practice focus and capacity
Comfort with a professional partnership investment
If there is availability in your state or metro area, we’ll follow up to schedule a brief introductory call.