National Association of Estate Planners and Councils

Programs and Services for Council Development

Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure).  The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.

Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

  • $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member
  • $250 / council meeting or group gathering (council dues must be current at the time of registration)

Please visit our website for more information, including the availabilitly of series subscriptions.


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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.


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AdvisorAdit - Mobile Event Services for Councils


Introducing New NAEPC Program: 50% off standard rates and a free trial!

Our suite of mobile event services is a cost-effective way to modernize your attendee experience.

With AdvisorAdit’s suite of digital event services EPCs enjoy:

  • An intuitive attendee experience…available on any leading mobile device
  • Simple event set up and real time host monitoring, updating and reporting
  • Flexibility to use only the services that are right for your event
  • Special NAEPC pricing scaled to support small meetings to large expos

 “I use a new tool called AdvisorAdit…It has eliminated all the paper sign in sheets for credit, all the report preparation plus instant certificates.  Also, we can upload all the handouts for presentations and sponsor content.  It does even more but even if it didn’t it would still be great!”
- Melissa Simpson, EPC of Central PA

Our suite of digital event services… select the ones for you!

  • Digital Conference Book: For less than the cost of printing, you can offer attendees access to a fully branded app delivering all conference-related handouts. Consider enabling sponsors to add their own content. This is a fantastic way to “Go Green”!
  • Surveys: Dramatically increase attendee feedback with integrated course level surveys! Use our standard survey or create your own. Hosts can instantly share results with speakers and colleagues.
  • Attendance/CE Tracking: Stop collecting CE forms and wasting time and money on manual reporting! Members can apply for CEs (up to 7 designations) and even update their credentials. Hosts have full transparency and control with real time reports.
  • Certificates: Delight attendees with instant access to designation level certificates! With extended certificate access, you can even create your chapter’s own “My CE” page on their website.

Click for a Quick Tour!

NAEPC Special Pricing – 50% off standard rates! ** Our pricing is simple and extremely cost effective: Just $1/attendee per service for a one day event for up to 3 designations. Contact us for additional services or large meeting discounts.

Contact us at to learn more or to take advantage of our free trial!

*Free trial includes Digital Conference Book, Survey, Attendance/CE tracking, Certificates and reporting services for EPC content. Good for one event up to 50 attendees and up to 3 designations.

**Pricing available only to NAEPC-affilited councils.


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Card Connect - Merchant Account Services for Councils and Members

Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by Card Connect (formerly known as Veracity Payment Solutions)

Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using our preferred partner to process those payments makes even better sense.  NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through Card Connect – a leading provider of processing services to the legal and accounting industry.

NAEPC benefits with Card Connect:
Preferred Rates
Qualified swiped transactions cost only 1.55% + 20¢.
Qualified non-swiped transactions cost only 2.25% + 20¢.

Customer Service Excellence
Support for you 24/7.  Card Connect is the 2013 Stevie Awards bronze winner for customer contact center.

Unmatched Experience
Legal and accounting associations have repeatedly made Card Connect their number one processing choice.

Free Mobile Marketing Solutions
Free Fan CONNECT account to help you send messages and reach your contacts instantly on their mobile devices. 

For more information or for a no-obligation quote, please contact our dedicated account representative Christina Braatz at 913.953.5318 or email

Make sure you mention the NAEPC to get your preferred benefits.


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Council Speaker Program offered by NAEPC

Each year, a variety of speakers are made available to NAEPCs affiliated local councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception and we are pleased to provide the packet for the 2017-18 fiscal year below.

2017-18 Fiscal Year Informational Packet


Available Speakers:

  • Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
  • Joseph V. Falanga, CPA, AEP®, TEP
  • Thomas M. Forrest, TO, AEP® (Distinguished)
  • Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
  • Al W. King, III, JD, LL.M., AEP® (Distinguished)
  • Lawrence M. Lehmann, JD, CAP®, AEP®
  • Lawrence J. Macklin, Esq., CPA, AEP®
  • Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
  • A. Stephen McDaniel, JD, AEP®, EPLS
  • Jordon N. Rosen, CPA, MST, AEP® - NEW TOPICS!  Individual, Estate and Trust Provisions of the Tax Cuts and Jobs Act; Business Changes of the Tax Cuts and Jobs Act; Understanding and Application of the Flow-Through 20% Qualified Business Income Deduction
  • Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
  • Paul S. Viren, CLU®, ChFC®, AEP®
  • Shane Westhoelter, AEP®, CLU®, LUTCF
The informational packet offers a biography and topic choice(s) for each presenter, as well as their availability. All presentations will be assigned on a first come, first served basis so ACT FAST! Don't miss the chance for your council to take advantage of this exciting program! After submitting your request to, a representative will phone or email the council contact noted with the outcome of the request (available or not available). If the speaker is available, a representative will supply council contact with address and telephone information for the speaker.

Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see page 10 of the packet for details.  
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Leimberg Information Services (LISI) Subscription

Members of affiliated local estate planning councils that elect to sign up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!

Your members will have unlimited (24/7/365) access - through your chapter's website - to Leimberg Information Services' huge data base of cases, rulings, legislation, and much more at

Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis by some of the leading experts in the U.S.

LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.

Estate planning council members receive weekly email reminders from the national office that the Leimberg Information Service website is available through membership in your Estate Planning Council.

Your estate planning council members receive access to hundreds of cases, rulings and legislation LISI has already reported on - and access to those posted throughout the year on almost a daily basis. These commentaries are instantly accessible through LISI's incredibly powerful search engine that will allow members to create customized searches to locate specific topics, references, and citations of particular interest to them.

Other benefits include: Twelve-year archive of monthly FaxNet data service and Section 7520 and other important rate information.

Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $24/member
To enroll in May, June, July, or Aug., - $20/member
To enroll in Sept., Oct., Nov., or Dec., - $30/member *
*covers the last 4 months of the year and all of the following year.
All members of a council must enroll.

Please click HERE for additional information and an enrollment form.

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M Brands Film, Inc. (M) - Video Production for Estate Planning Councils

Member engagement, retention and gaining youthful members are consistently noted as top priorities for estate planning councils!  Is your estate planning council interested in engaging a new group of members or prospective members?  Why not consider adding VIDEO to your site? If not, you could be turning away a significant percentage of your membership prospects! Video connects you to people in a way that other forms of communication cannot and M is available to help - to learn more about M, watch the welcome video HERE.

Through a value partner arrangement with NAEPC, M is offering video production services to affiliated local estate planning councils for just $99.  Through the web, M will help you create an “explainer” video for your website, social media, and communications.  In just 20 minutes to shoot and a 2-week turn-around, M will provide you with a 1-minute video of precise and tailored content for your website, social media, and auto signature.

Your council may wish to create video to:

  • Recruit new members
  • Share a warm welcome message from the President
  • Ensure all members are maximizing their experience by taking full advantage of the benefits

To set up a convenient free-video assessment of your website and video needs, please schedule at:, If you have questions, either ring 415-404-9276 or email  Having produced over 3,000 videos for mbrands.cowe’re ready to shoot yours

M Brands Film also offers discounted video production services for members of estate planning councils.  Visit the "Marketing and Website Design Services" portion of the member benefits listing for more infomration.


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Sterling Cut Glass - Special Discounts on Award Pieces

Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!

Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.

Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.

Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.

Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 859-283-2333 ext.102 to place your order. Please reference "NAEPC Council Discount Program" when calling.

View Details is a community destination developed by Penton Media’s Wealth Management Group who produces two of the leading financial trade publications, Registered Rep. and Trusts & Estates.

As a community member you will have the ability to establish a profile that will give you valuable targeted exposure to the community. You will also have ongoing access to Penton’s financial service properties and expertise which includes a Concierge Program that will support you as needed to effectively market to your prime audience in a way no other website can offer.

The Concierge Program can provide you with an initial competitive analysis so you can gauge the market and where you’re currently positioned. Penton is then able to help you develop content including white-papers, press releases, videos and webinars. Content can then be plugged into a lead generation program like an eblast or newsletter and distributed to a database of over 280,000 professionals.

Because of this new partnership, NAEPC members and members of affiliated local councils can take advantage of a 50% discount on Gold and Platinum Community Profiles!  Simply enter "NAEPC" as the discount code when prompted.

You may also view the NAEPC profile on HERE.


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