National Association of Estate Planners and Councils

Discipline-Specific Information


ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement Letters, State Law Pitfalls, Powers of Appointment, Security of Clients’ Information, and 9100 Relief. You may listen and subscribe to the series through many popular podcast players:

iTunes

Google Play

Stitcher

SoundCloud

Spotify

New podcasts are also announced weekly on LinkedIn, Facebook and Twitter

NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

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Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids (Consumer Publication)

Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids, debuted as the #1 Amazon bestseller in new releases for Wills/Estate Planning. It features 10 estate steps to create an estate plan, why it is critical to use an estate planning attorney, and 5 talks to have with your parents about the future.

This book addresses frequently asked questions, walks clients through the estate planning process, and affirms the clients’ decision to work with an estate planning attorney. Additionally, the book highlights 5 important discussions to have with aging parents regarding finances, medical concerns, aging, end-of-life care, and death.

Use this book as a marketing tool for your practice! Hand the book to prospective clients as an introduction to your estate planning services or give the book as a meaningful thank you to clients for their business.

Read reviews by estate planning attorneys:

  • … estate planning attorneys would be wise to encourage their clients to read it. - Karrie Bunting, Esq.
  • … highly recommended to anyone looking to get the process started! - Michael F. Brennan, Esq.
  • … an indispensable guide for people responsible for both their children and aging parents. - Elizabeth J. Ferguson, Esq.

NAEPC members receive a 20% discount off the cover price of $14.99 plus FREE shipping by emailing catherine@hodderink.com. Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!

 

 

 

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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

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Online Learning Opportunities Offered by
The Legacy Companies, LLC

NAEPC is happy to offer our members a 10% discount on several online learning programs provided by The Legacy Companies, LLCLegacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.  Be the next to have the clients, the business, and the life you want!
 
To learn more about all of these courses and to enroll, visit the online informational page.  Enter NAEPC10 when prompted to obtain the NAEPC discount.

IGNITE Online Learning Program
The fundamental success requirement of any advice-giver is your ability to generate powerful relationships in a short amount of time when you first connect with new opportunities. If that’s not daunting enough, you have to do it in a business climate of skepticism, restrictive compliance, and high competition. That’s why Legacy created the  IGNITE program.

IGNITE equips you with a system for connection: Specifically, you'll master:
 
  • A 4 Decision System™ that will steer the progression of your relationship with current and potential clients
  • A battle-proven way to confidently answer the question, “What do you do?”
  • An Approach Talk™ that will pull you out of the commodity trap, and result in a clear engagement decision by your potential client
  • Clear language that will show your potential client, why they should become a client for life
  • An Engagement Agreement that will accelerate the opportunity forward
  • Legacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.

LAUNCH Online Learning Program
LAUNCH is designed with a single purpose: install a new process for engaging with future and current clients so that you can have the business, the clients and the kinds of engagements you want.


You will complete LAUNCH with:
 
  • A proven, 4 Decision System™ for engaging with future and current clients in a powerful, efficient and systematic way
  • A new way to introduce yourself to potential clients, and to teach others to introduce you so that you get more referrals, and that they are the kinds of clients you want
  • An advanced Approach Talk™ designed to make securing new business more engaging, more fun, and get you quickly aligned with your prospects' greatest priorities
  • A new perspective on how Trust works and how you can help nurture it
  • A system for creating Goal Clarity to permanently address one of the invisible points-of-failure in client engagement
  • Our GISOR™ Model for ensuring clients commit to their goals before you solve them
  • A method to articulate Goal Achievement, how you’ll help your client achieve their goals and have the compelling future they want
  • A web-based application to capture what you gather in your expanded Discovery, prepare compelling reports for your clients, and help your team keep cases on track

ECHO Online Learning Program
When families make decisions based on your recommendations, the results will echo long into the future. Their decisions become part of your legacy and theirs. Someone will serve your client for generations; we think it should be you. But one of the greatest risks to the advice-giving business model is a lack of generational reach.

When your current clients die, and both the decisions and assets move to the next generation, those clients will leave you and move on to their own circle of advisor relationship. And it’s worse. 70% of estate plans fail and cause the family to lose their wealth because of family cohesion challenges: they fight, and then go broke.
 
You will complete ECHO with:
 
  • A powerful new way to capture your clients’ ideal future for themselves, their wealth, and their family
  • The ability to discover and document shared family values, across generations
  • The method to create a meaningful family financial philosophy (mission statement)
  • The ability to actually engage the next generation and create relationships that will stick
  • The ability to capture the family story (the story that holds them all together) through a turnkey biographical interview process
  • The process for confidently hosting family meetings, including agenda’s and exercises
  • The knowledge of Why, When and How to introduce a family wealth counselor
  • The ability to create one-of-a-kind client documents using our web-based application

LINK will put the power of our 5 Best Practices of Collaboration in your hands, at your fingertips, so that you stay in the driver’s seat, lead, and win the day for your client. 

> Learn more about LINK

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The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.

What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

For more information, log into the Members Only section. 

10/03/16

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

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Zola Creative Media

The Proven Leader in Estate Planning Websites & Marketing

Do you have a website that consistently attracts new clients? Are you effectively driving referrals from your client and colleague base? Are you utilizing state of the art client-centered technology to distinguish your firm from competitors?

Zola Creative Media has helped hundreds of estate planning attorneys build a powerful and highly effective online presence for their firms. Our trifecta of innovative systems is sure to help you increase your exposure, enhance your image and supercharge referrals.

Cutting Edge Attorney Websites: We develop fully customized sites that not only catch the eye but also generate new business and educate website visitors. With professionally written content and interactive site tools, including the Estate Tax Calculator, Seminar Management System, and Integrated Attorney Blog, our sites effectively engage and connect prospective clients with your firm.

LegalVault®: Our revolutionary document storage and exchange system allows your firm to easily and securely store both healthcare and non-healthcare related information for retrieval by clients, advisors, healthcare providers and authorized heirs. With access to their documents 24/7, your firm will always remain on your clients’ minds.

Insight in Motion™:  Our comprehensive legal newsletter and blog content publication and distribution system allows you to easily keep in touch with clients and colleagues. Our expansive library of fully editable articles was developed with estate planning attorneys in mind and features a wide array of articles on wills, trusts, healthcare directives, special needs planning, asset protection, probate, business succession, elder law and so much more. This effective “Top of Mind” marketing tool ensures that your contacts will keep you in mind when a business opportunity arises.

NAEPC members are entitled to receive a 20% discount on all custom website development services through Zola Creative Media.

We invite you to visit our website, www.zolacreative.com to explore these offerings or contact us at 877-269-0076 for a full product demonstration to learn how our experience and user-friendly tools can propel your practice. Simply tell the sales representative that you are with NAEPC to receive this great member benefit.

04/08/16

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