National Association of Estate Planners and Councils

Benefits for Members

Members of the National Association of Estate Planners & Councils and members of affiliated local councils are entitled to purchase the following publications and software at discount prices. Also see benefits available to affiliated local councils.

The National Association of Estate Planners & Councils provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils.

Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, process, or service offered to its membership.


See complete information about how to submit a new member benefit for review.


Many benefits are available grouped in the following categories:

Software

Advance Choice, DocuBank: Emergency Access to Vital Documents

DocuBank solves a critical problem for your clients and creates ongoing opportunities for your firm.  Find out more today.

A USA Today article highlights that, even with an electronic medical record system in place, having easy access to advance directives in a hospital is still a real issue. 

The DocuBank Card solves this problem so that healthcare directives and other emergency information is immediately available to hospitals 24/7/365, anywhere in the world.   The wallet card displays allergies, medical conditions, an emergency contact and allows hospitals to obtain healthcare directives, and a list of medications, immediately via fax or the web.

The online DocuBank SAFE provides your clients with online access to all of their other documents.  Clients can store their estate plan, life insurance, real estate deeds and other other important legacy documents for easy access by their advisors and future heirs. Clients can also use SAFE to more securely share files with your firm, and your firm can upload documents for your clients.   

DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service clients appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!

  • Your firm’s branding on all client cards and correspondence
  • Online Branding with your firm’s logo on each client’s login screen
  • Alert features act as referrals for next generation business
  • Features and benefits customized to your firm
  • DocuBank renewals can be a tangible addition to your client review program

DocuBank offers a special Council Introduction Package.  Information on this program and specific discount information for individual members is available in the password-protected are of this website.  DocuBank’s turnkey system makes it easy to get started, and DocuBank will provide your firm with free brochures, sample cards, staff memberships, and personal training. Click here to begin providing DocuBank.

See complete information about DocuBank: Emergency Access to Vital Documents.

NAEPC members and members of affiliated local councils are eligible for substantial discounts when enrolling clients in DocuBank. With these discounts, the enrollment fee is currently $20 per person for 1 year and $60 per person for 5 years of membership (published rates are $55 and $175, respectively). Click here to begin providing DocuBank.

Special Offer for attorneys: New attorneys can prepay for their first ten 1-year client memberships for $99. This is a savings of $80.

A Special Council Meeting Offer.  Do you have advance directives on your meeting calendar?  Invite us to attend remotely and offer a 20 minute web or phone presentation of DocuBank as part of your next council meeting – we’ll treat your council to lunchContact us for details.

05/01/16


Cloudia Assistant

Cloudia Assistant is not your typical CRM created for several industries. Cloudia was created for professional agents/agencies who need a constant flow of information for their prospects and, for retention purposes, their clients.

Cloudia was produced to bring business to you and help you retain that business once obtained. Whether your lead is hot or just bought from someone else, Cloudia will continue keeping you in front of that prospect until they want to try something different and when they become hot again, you are the person they remember and trust, especially when the last time they searched for information they received 50+ calls from other agents. Now, you will be the only one to call; and you know it is much easier to sell when someone is calling you instead of you calling them.

Several managers utilizing Cloudia Assistant, with their many distractions (recruiting, training, management reports, meetings, etc.) no longer make cold calls. They have so many people calling them they have no time for cold calls and yet, remain the top producers for their respective companies.

Cloudia Assistant offers the following powerful features for professionals:

  • Drip Marketing with multiple concatenating campaigns working simultaneously
  • Lead Tracking and Organization based on the folder setup of your choosing
  • Leaderboard and Shared Folders for Group Motivation and Teamwork
  • Customizable Viewing of Data the way You Want to See It
  • Automated Commission Calculation system
  • Quote Engine (for Health related products)
  • Free Training and Technical Support.
  • Marketplace to Purchase Leads from various integrated Lead Generation companies
  • Integrated Predictive Dialer and Soft Phone (additional expense)

One of the greatest features of Cloudia Assistant is the price. At only $29.99 per seat, out of the thousands of CRMs available, there is nothing even close to Cloudia’s value at the professional level.

Call 817-778-4508 or e-mail info@cloudiaassistant.com for more information, demo or Click Here to Sign-Up for a free 15 day look.  Please place “NAEPC” in the field “Referred by” and you will receive 30 days free trial.

www.cloudiaassistant.com

07/29/16


Directive Communication Systems (DCS)

Are you prepared?  Do you know how to effectively handle online accounts and digital assets directives? 

Even one forgotten account can ruin all you worked for!

Directive Communication Systems (DCS) is the service for estate professionals and their clients for handling online and offline personal account directives organization, management and administration.  With the onset of digital dependency, traditional methods for estate planning and administration are no longer effective. They’re outdated, insufficient and impractical. Risks of hidden and lost accounts are intensifying leaving estates vulnerable to undistributed and unclaimed assets. 

DCS provides a fully automated and secure solution for organizing, identifying and contacting digital and off-line personal accounts, protecting you, the estate and loved ones. Using our exclusive Portfolio Plus feature, DCS continually adds new accounts to a client’s portfolio as they conduct their everyday activities keeping their accounts current and their wishes transparent. With DCS as your service provider, you’ll enjoy the many benefits of being properly prepared.

Benefits to your practice:

  • protects estates and trusts from hidden and lost accounts
  • expands your estate product portfolio
  • reduces time spent on account identification and notification
  • combines digital and offline assets into one organized collection
  • satisfies many of the elements for new state legislation

Benefits to your clients:

  • organization of digital and traditional accounts
  • continual account capture with Portfolio Plus feature
  • requires no passwords or other security information, reducing risk of ID theft
  • emotional relief for loved ones at their most vulnerable time
  • reduces the confusion and anxiety of identifying and acting on accounts

Take Advantage of your NAEPC membership with free enrollment and a exclusive offer when you register through the NAEPC DCS page www.directivecommunications.com/naepc.  Members receive an additional 20% discount off each client enrollment.

Offer valid on traditional plans, cannot be combined with other offers or discounts, offer is subject to change without notice, offer is only valid with current NAEPC membership or membership in an affiliated local council.

06/28/16


Everplans

Everplans is a life and legacy platform that helps you and your clients gather all of the important information, documents and wishes that they might need in case something happens to them. This includes wills, life insurance policies, and health care directives, in addition to online accounts, letters to friends and family, and much more.

With Everplans Professional, you can expand your role with clients, and create additional opportunities for your business.

Everplans Professional Key Features:

  • Secure cloud storage for client’s vital documents, wishes and information
  • Unique sharing technology so clients can pick and choose which information to share with different people in their lives
  • Custom co-branding for you and your firm
  • Attorney dashboard to keep track of client activity
  • Ability to pre-populate client plans with critical information to get them started
  • Thousands of proprietary and educational articles, checklists and resources 

For more information and special NAEPC pricing, contact an Everplans Professional representative at 844-362-7526 or visit our special page on the Everplans website. Please make sure to alert the representative you are part of NAEPC.

02/02/16


Family Wealth Map

“Family Wealth Map” software provides a 360-degree view of your clients’ estates and creates alerts for important deadlines. Always have an accurate picture of your clients’ estates regardless of size or complexity. Have immediate access to the legal documentation of the estate and automatically updated financial account balances. Never loose track of due dates for items such as GRAT payments, Crummey notices, insurance renewals, license renewals,passport expirations, etc. And since alerts are linked to the related documents, you will not have to search for files you need.

Use as a Client Maintenance Program
Family Wealth Map is the perfect foundation for a Client Maintenance Program, leading to stronger relationships with clients and the family members. The ability to view the content and structure of the client’s estate, along with all related documents, allows for real-time due diligence and potential issue spotting. Access to complete and current information, which is clearly displayed on one dashboard, facilitates continual and comprehensive reviews of client estate plans and current asset information.

Security and Privacy
Each of our clients receives a complete security briefing where we detail the key security measures protecting their confidential information. All data is encrypted from end-to-end, during transit and at-rest, providing a highly secure environment. We utilize dedicated servers at a national, highly secure, and high availability co-location facility that provides around the clock monitoring, maintenance, and supervision of our servers. Full backups are performed weekly with incremental backups daily.

Full Concierge Service
We provide full concierge services to get your firm up and running fast. Our professional staff is ready to assist in the creation and maintenance of your clients’ accounts or “Map”. We offer a personalized service that can build the structure of the Map, assist in creating the net worth statement, populate the document files, and train you and your staff to do the same. We are always available to ensure that Family Wealth Map meets and exceeds your expectations.

NAEPC members receive a 10% discount. Simply email us at info@legalaggregation.com and let us know you’re a NAEPC member.

WATCH OUR VIDEO

For more information, visit our website at www.legalaggregation.com.

02/15/17


Klark Proposal Software, Inc.

"We have been using Klark Software in our client presentations since 1993.  The clients love them because they put the technical concepts into visual displays and language that the client can understand.  Half of our time is trying to make complicated concepts or products sound simple and the Klark Software does that."  Mike Halloran, Past President NAEPC – 2010.
 

Klark Software offers you a simple, visual way to educate your clients about the role that life insurance plays in Estate, Business and Personal Planning.  Since 1993 our programs have featured a short learning curve, simple interface and minimal output that is easy to understand.  We are a proven point of sale tool that uses color graphics to teach clients about the fundamental concepts of proper planning and engage them in the decision making process.

The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated.  Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact.  By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios.  Our “Cash Flows” proposal compares the three most common ways of funding settlement costs.  A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods.  A sample presentation of our Estate Planning Program can be found here

Our Business Program helps educate your clients about the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. Samples of our Business Program can be found here.  The Personal Program contains numerous proposals regarding Life Insurance and Retirement.  Samples of the Personal Program can be found here.  The Due Diligence section of the Personal Program contains a database of over 200 Life Insurance Companies.  It allows you to compare companies either by their key attributes or how they are rated by the four major rating services.  Samples from the Due Diligence Section can be found here.  Our software is updated in a timely manner to ensure accuracy and compliance.  Training and support are included as a vital part of service to our customers.

Download NAEPC pricing HERE.

For interested parties we offer a 30 day demo program.  There is no charge, no obligation and includes training.  With the training you will learn how to navigate around the software and how proposals are used in the field.  To request a demo, email us at sclark@visi.com or call (800) 289-5774.  To learn more about Klark Software visit our website at www.klark.com.

07/21/17


Lawgic, LLC

What is Lawgic Wills & Trusts?

Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by nationally recognized estate planning experts, the program’s patented technology uses a question and answer session to guide you through the drafting process, with up-to-date research and analysis tailored to each question. The combination of the authors’ expertise and Lawgic’s system makes Lawgic the best tool available to assist you in your practice
What is included with my subscription?
Annual subscriptions include product updates, unlimited technical support, individual telephone training, webinar training.
Lawgic includes wills, trusts, advanced healthcare directives and client correspondence.   For a complete list of documents for your state version please visit www.lawgic.com.
NAEPC members are eligible for a 15% discount on their subscription to Lawgic.   To take advantage of this discount, please complete the special NAEPC order form and return to Lawgic via fax or mail.

08/23/12

Please log into our members-only area for special pricing and ordering links.


LegacyStories.org - Legacy Stories Handbook

The Legacy Stories Handbook is part of a client-enrichment and retention solution that helps clients pass down their wisdom along with their wealth. The handbook and supporting program can be easily bolted on to existing estate plans or used by the client and family to build the elder's legacy together.

LEGACY QUESTIONS- Select from over 230 legacy questions ranging from ancestors, childhood, teen years, education, marriage, family, business and career, to faith, wisdom, and a special section for veteran experiences.

LEGACY ASSET CHECKLIST- Most of our life-defining moments, milestones and special memories have already been recorded in family photos, and collected in special keepsakes, mementos, recipes, awards, newspaper announcements, etc. The Legacy Asset Checklist helps to curate these treasures to be included in the storytelling process, and becomes an important part of a will or estate plan.

LEGACY TALKS- Learn how to conduct quality interviews, how to prepare the room environment, and how to engage family members in the process of building their elders' legacies.

LEGACY STORIES MOBILE APP- We dedicated a page in the Handbook to explain how our free IOS or Android app takes a picture of the teller, legacy artifact or photo, and records the teller's voice, personality and dialect, while reminiscing. Most family members own a smart phone or tablet these days and will find the app easy and intuitive to use after watching a brief built-in video tutorial.

LEGACY LETTERS- With our templates, the elder can write words of wisdom and intimate messages as part of an ethical will. Templates include "To My Children, To My Grandchildren, What I Am Most Grateful For", "What You Should Know About Me", and others.

LEGACY FAMILY TREE- We've prepared a basic pedigree chart to include important information about parents, grandparents, siblings, spouse and children. This adds to the value of the handbook and helps to recall family history only the elder may know. 

LEGACYSTORIES.ORG WEBSITE- The Handbook also explains the main features in our free award-winning archival website where app recordings are uploaded to build a secure and shareable legacy portfolio. Once registered, family members can connect, share stories, and learn about your business.

Marketing Features:

  • LEGACY CONCIERGE DIRECTORY- Lifetime Listing in our popular Legacy Concierge Directory
  • LEGACY TALKS GROUP PRESENTATION- Compelling group presentation with video, handouts and outline
  • LEGACY REFERRAL NETWORK: Proven methods to generate high quality referrals from your prime referral sources
  • PASSIVE REVENUE STREAMS: Generate passive revenue with our preferred advisor affiliate program

NAEPC members are eligible for a 15% discount on all Legacy Stories Business Solutions. Apply code: NAEPC

Learn more
about the Legacy Stories Handbook, the Legacy Values Plan and the Legacy Stories Outreach Program at: https://www.legacystories.org/lvp-go or www.LegacyStories.org.

Contact us by email: support@legacystories.org or call 888-405-9840.

09/26/16


Legal Directives, LLC

Legal Directives, LLC: Emergency Access to Healthcare Directives

Legal Directives, LLC partners with hundreds of estate planning attorneys and financial planners across the country to provide 24/7 access to clients' healthcare directives and emergency contacts. Their partner program is built to help client-focused estate planning, elder law, and financial planning practices thrive. Service is provided by electronically storing a copy of the client's healthcare directives and then making them available 24/7 by delivering a customized wallet card to the client with instructions for accessing the directives. In addition, we deliver a copy of the healthcare directives to your client's primary care physician.

Features of the Legal Directives Partner Program

  • Customized wallet cards - your colors, your logo
  • Delivery of wallet cards to your clients within two weeks of enrollment
  • Branded fax delivery of healthcare directives to client's primary care physician
  • Discounted enrollment rates for NAEPC members
  • Support team dedicated to the unique needs of estate planners
  • Complimentary client brochures
  • Special partner pricing
  • Customizable renewal dates for client memberships
  • Complimentary memberships for partner and partner staff

NAEPC members are entitled to a 25% discount on pricing.  If you'd like to learn more about how Legal Directives can contribute to your success visit www.legaldirectives.com/partner_program.php and complete the Partner Program Contact Form. You may also contact us Monday - Friday, 8:30am- 5:00pm ET at 866-363-4894 to learn about our NAEPC partner benefits.

02/15/17


My Personal DataSafe, the Nation's Most Comprehensive System for Sharing and Managing Client Information

My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.

Collaborate with your clients, their accountants, financial advisors or any of their other professionals through our encrypted online site providing you the ability to be working from the same information at the same time. Share electronic copies of last will and living trusts with clients providing them 24/7 access to their important documents.
How Can My Personal DataSafe Help Your Business?
My Personal DataSafe is a “must have” resource for accelerating new client acquisition, enhancing current client retention and increasing client satisfaction.
  • Provide clients peace of mind
  • Differentiate from your competitors
  • Immediate access to updates  so you can anticipate critical client needs
  • Reduce infrastructure and management
  • Improve communication
  • Reduction in routine tasks, enabling staff to elevate work level
  • Ease of use
  • Mobility
  • Enhanced security
NAEPC members are eligible for a 10% discount on all services. If you would like to hear more about My Personal DataSafe and what it can do for your business, contact us today to schedule a brief online demonstration.
For general information visit our consumer site at www.mypersonaldatasafe.com.

The LastingMatters Organizer: A Tool to Deepen Relationships with Your Clients and their Next of Kin

  • Who did mom want to deliver her eulogy?
  • Where is the safety deposit box? Key?
  • Who is her trustee?
  • How is the house titled? The stock accounts?
  • What about passwords for Facebook and her computer accounts?

As estate planners, you know all too well that these are just a few of many questions that quickly arise after someone dies or is incapacitated. Most troubling, the answers and wishes, unless clearly articulated ahead of time, can undermine even the most well thought out estate plan. Now, with The LastingMatters Organizer, estate planning professionals have a tool to help their clients collect and outline critical information and these very important “wishes.”

With the Organizer, your clients will have at their fingertips a comprehensive easy-to-use resource that will inform and guide their families and heirs during a time of transition. The graphics, the direct questions, and its thoroughness make The LastingMatters Organizer an effective tool to supplement an estate plan – from the basic to complex – and help collect and clearly articulate a client’s wishes on all aspects of their financial, personal, and online lives.

By incorporating The LastingMatters Organizer into the estate plan process, you can help your clients take one large step forward toward ensuring an orderly transition of their assets, their family knowledge and history, as well as their treasured personal belongings. Doing so will ultimately help family members, heirs and caregivers avoid the chaos and confusion that erupts all too often during these emotionally charged times.

NAEPC Members are entitiled to take advantage of a 15% discount price of $24.65 per copy when ordered at    https://www.createspace.com/4751589  using discount code NVTWPECA.

The LastingMatters Organizer available at LastingMatters.com or Amazon.  View sample pages

Barbara Bates Sedoric - Speaker Bio

Email: Barb@LastingMatters
Call 603-490-8305

09/26/16


The Merrill Anderson Company

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.

Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.

02/15/17


WealthTec Suite

 

WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.

Developed for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.

The standard licensing fee for WealthTec Suite is $1,495 annually for a single user. NAEPC members are entitled to a $150 discount, making the annual licensing fee only $1,345.

Click HERE to see what a user is saying about WealthTec Suite!

An order form is available on the WealthTec site at www.wealthtec.com/licensing.php.  When submitting an order form via email (howard@wealthtec.com) or fax (301) 725-1593 a member should add a notation that the discount code is NAEPC150.

02/14/17

 

 


Yourefolio Inc.

Plan Prepare Peace of Mind

Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level.

Our software has solved the disconnect between countless documents and the true understanding of transferring an estate. Additionally, it helps foster the creation of beneficiary relationships and assists in maintaining them.

Grow your business and create a unique client experience with these tools and benefits:

  • Client Onboarding – three unique methods for inputting client information
  • Dynamic Family Planning – understand your clients’ families better with our dynamic planning system
  • Task Management System – alleviate the burden of funding a trust and more
  • Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex
  • Other Invaluable Tools – algorithms that recognize deficiencies, flow charts, balance sheets, other mathematical calculators and a family album for your clients to store and share photos, videos and stories

NAEPC members qualify for 20% off an individual license. Request a free demo today. Visit us at www.yourefolio.com

06/01/17


Zola Suite

Zola Suite is a comprehensive, cloud-based legal practice management application that brings the power of a 360 degree integrated solution to law firms. Zola Suite puts the power of one into practice with best-in-class Case Management Capabilities + Built-in Email + Legal Billing + Complete Accounting (business and IOLTA) in an intuitive, fast and fun interface. Zola can be accessed on any device and there are dedicated iOS and Android applications that are designed to help you take your practice on the road. Zola has all of the tools needed to help make a legal practice operate like a business, so that lawyers can focus on the law.  Experience the Power of ONE with a free, 30 day trial. And as a NAEPC Member, you will receive a 15% discount for up to five users per account. Start your free trial here.

We invite you to visit our website, www.zolasuite.com to learn more about Zola Suite, or contact us at 877-269-0076 for a full product demonstration. Simply tell the sales representative that you are a member of NAEPC to receive this great member benefit.

05/01/16


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