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:

Discipline-Specific Information

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 They’re outdated, insufficient and impractical.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

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


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.


NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication.  Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner designees, The Journal is considered to be one of the top benefits of membership in NAEPC. 

Each quarterly publication includes featured content, newsletters from leading practitioners, and a wealth of practice-based information.  

Ideas for future content may be submitted to editor@naepcjournal.org.

05/22/14


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

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


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

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


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