Other Benefits, Programs & Services
High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration
A LINK is defined as a “connecting element or factor”. In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.
Enroll today to:
- Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors
- Discover the NAEPC Model for Collaboration
- Overcome objections to the teaming model
- Become well-versed in the “5 Best Practices”
- Inspire optimal behaviors among team members
LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.
The substantially-reduced enrollment fee is $100 for Accredited Estate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online
About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.
David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.
*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.
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:
NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.
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 lunch. Contact us for details.
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:
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.
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 to obtain your merchant account and VAR sheet, please contact the Card Connect Team assigned to NAEPC,
- Billy Bracken - 816-234-9162 or email@example.com or
- Christina Braatz - 816-234-9166 or firstname.lastname@example.org
Make sure you mention the NAEPC to get your preferred benefits.
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 email@example.com. Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!
High Quality Binders & Index Tabs for your Clients
Legal presentation binders contain important client documents. The binder should be a reflection of the quality of the work inside. Your clients will appreciate receiving their organized documents in our high quality Binders with Index Tabs.
Retirement Trust Portfolio
Special Needs Planning Portfolio
Gun Trust Portfolio
Everything But The House
Everything But The House (EBTH) is an estate sale marketplace with a large network of bidders that helps sellers maximize the value of their belongings. EBTH's full service model - organizing, photography, cataloging, and logistics - makes the estate sale, downsizing or liquidating process easy. It is also incredibly worthwhile in that proceeds are typically 3-5 times higher than a traditional estate sale. EBTH combines high-touch customer service with the reach of an e-commerce site, while helping families and attorneys across the United States deal with the difficulties of estate settlement.
NAEPC members that refer their clients to our special NAEPC URL, will ensure that their clients receive a $100 rebate in the form of an EBTH gift card at the conclusion of a successful qualified estate sale through EBTH ($10,000.00 in value and above). This offer also applies to NAEPC members who require help downsizing or liquidating their possessions during any transitional phase in their lives.
Please visit sell.ebth.com to complete our consultation request form, and one of our wonderful representatives will contact the person whose information was provided.
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 firstname.lastname@example.org and let us know you’re a NAEPC member.
WATCH OUR VIDEO
For more information, visit our website at www.legalaggregation.com.
Florida Domicile Handbook: Vital Information for New Florida Residents
The Florida Domicile Handbook: Vital Information for New Florida Residents
Have clients living part-time in Florida? The Florida Domicile Handbook is a must-have guide for you to use when educating your clients on the benefits of living in Florida and taking advantage of the tax-friendly climate. This resource explains how to live comfortably and thrive financially in Florida and is packed with sound advice on the many financial benefits of Florida domicile. Plus, there's no other book currently on the market that also provides colorful facts and useful data on everything a new resident needs to know to make the most of their new life in the great Sunshine State. Written by NAEPC member E. Michael Kilbourn, and estate planning attorney Brad Galbraith, The Florida Domicile Handbook, is a great way to enhance your client education efforts.
NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order.
Heart2Hearts: Workbook and Deck of Cards
The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.
About the Heart2Hearts™ Deck of Cards
"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.
About the Heart2Hearts™ Workbook...
Illness, death and dying are not topics that we like to broach. How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.
In this workbook your clients will discover how easy it is to:
- Overcome fears
- Discover feelings regarding their loved ones
- Improve communication
- Share where important financial and legal documents are kept
- Determine what is important to their quality of life
- Ensure that their wishes will be followed
NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.
Legacy Talks Client Enrichment and Acquisition Program
Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.
As boomers enter their legacy years you can differentiate your practice as a Transformational vs. Transactional Advisor.
My Perfect Will
My Perfect Will is a comprehensive organizer to help you record, in detail, your personal, medical and financial information in addition to your final wishes. My Perfect Will provides your loved ones with important information, instructions and directions; in an all-in-one inclusive guide that is beautifully packaged with easy to understand forms, printed on high quality, glossy, archival paper. My Perfect Will is practical planning guide designed to accompany your Last Will and Testament, Living Will or Trust when consulting an attorney.
- Vital Information Stored
- Plans Recorded
- Desires Determined
- Powerful Profile Created
- Legacy Established
Online Learning Opportunities Offered by
The Legacy Companies, LLC
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.
- 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.
- 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.
74% of callers are likely to choose another business after they have a bad experience. Ruby is the only live virtual receptionist service dedicated to creating real, meaningful connections with callers—building trust with each interaction and helping you win business.
Why do financial professionals love Ruby?
- Win Business with Memorable Impressions
Ruby answers 100% of business hour calls live, ensuring your callers always reach a friendly, professional receptionist excited to deliver an exceptional experience that helps attract and retain customers.
- Call-Handling Tailored to Your Needs
Ruby’s proprietary software enables a high degree of customization. You can select when we answer, the types of calls you’d like connected versus sent to voicemail, who from your business receives certain types of calls, and more!
- Save Money Without Sacrificing Quality
With Ruby, you get our legendary live service, a business phone number and a comprehensive suite of features for a fraction of the cost of an on-site hire—leaving room in the budget to reinvest in your business.
Plus, NAEPC members receive an exclusive 6% discount on all Ruby pricing plans!
We’re so confident you’ll love our service, we provide a 21-day money back guarantee! If you aren’t satisfied, we’ll fully refund your money in the first three weeks.
What others are saying about Ruby...
“As a small business owner, having a live person answer my calls has been the best thing for my business,” offered John W. Chang, Patinelli & Chang, LLP, Estate Planning, Trust and Probate Law. “Ruby provides excellent service, the app works really well, and the communications with my callers is spot on. They are truly dedicated to my clients having the best experience possible – it’s a no brainer to have them answer all your calls.”
“I have ZERO complaints. I always say hiring Ruby is the best thing I ever did. I was at the bank the other day and my banker commented on how professional my receptionist was.”
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.
The Charitable Planning Desk Reference for Advisors
The Charitable Planning Desk Reference for Advisors®, now in its 4th edition was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 4th Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.
Some of the topics in The Desk Reference cover:
- Initiating the charitable conversation;
- Using non-cash assets to fund charitable giving;
- Benefits of Charitable Remainder and Charitable Lead Trusts
- Engaging the next generation;
- Fundamentals of International Giving
- A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;
The Desk Reference is available at no cost to the advisor community. Simply go to http://stratphilanthropy.com/charitable-planning-desk-reference and request your electronic copy.
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:
- Practical Educational Teleconferences and On-Demand Programs from Some of the Nation’s Leading Experts
- Unique & Breakthrough Legal Document Forms
- Tested & Proven Seminar Marketing Packages
- Practice-Building Packages to Help Your Firm Run Efficiently
- Books, CDs, DVDs and Calculators
- FREE! Publications, Podcasts, Charts & Reports
- Information on Upcoming Events in the Industry
- Personal Coaching & Consulting
- In-Depth Practice Development Training for Estate Planning Attorneys
- And much, much more!
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.
WealthManagement.com 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 WealthManagement.com HERE.
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.