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:

Other Benefits, Programs & Services

Acquire Seminar Marketing

Acquire Direct Marketing specializes in seminar invitations for estate planning professionals. Our Classic Invitations put the emphasis on your credentials, along with the educational value of the Presentation.

  • Proven, tested, copyrighted messages (You can plug into a message that has worked all across the country)
  • High quality, custom-printed professional invitation packages that make a great first class impression
  • Pinpoint targeting using asset and net worth based mailing lists, reach exactly the type of prospects you want to work with)

For more information and pricing, call Zach Monahan today! 1-800-771-9898 ext 229.

http://www.acquirefinancial.com/

08/01/14


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


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 Michael Davis at 913.953.5302 or email mdavis@cardconnect.com.

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

03/16/2016
                                                                                                                                                                           


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


EstatePlanningBinders.com

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.

Our current in stock Binder titles:
 
  Estate Planning Portfolio
  Estate Planning Documents
  Business Planning Portfolio
  Company Documents
  Corporate Documents
  Financial Planning Portfolio
  Irrevocable Trust Portfolio
  Retirement Trust Portfolio
  Special Needs Planning Portfolio
  Gun Trust Portfolio
  Trustee Manual
 
Each Binder includes up to 20 Stock Index Tabs of your choice!  We recognize that each firm and client is unique and has specific requirements.  For this reason, we developed an exceptional stock Index Tab program.  You select the Index Tab titles your firm prefers from more than 118 stock titles.
 
We provide Free Ground Shipping on all stock orders to the Contiguous 48 States. 
 
Most in stock orders ship the same day!
 
We also offer Binders with Your Firm Name/Logo, other Custom Binders, and Custom Index Tab Sets. 
 
If your firm wants a specific look and feel, EstatePlanningBinders.com can produce it.  We have been producing Binders and Index Tabs for more than 25 years and have a wealth of knowledge and expertise.
 
In addition to Binders and Index Tabs, we also produce:
Thousands of products available to apply your Firm Name/Logo!
 
Visit EstatePlanningBinders.com for Pricing, Product Photos, Client Testimonials, etc. As a client, you can also take part in our Referral Rewards program.
 
Phone:  408-448-1800
We offer NAEPC members special discounted pricing that can be viewed by logging in below and navigating back to this benefit listing..
                                                                                                                                                                                                                                                                                                                        06/01/17

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


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 www.ebth.us/naepc to complete our consultation request form, and one of our wonderful representatives will contact the person whose information was provided. 

 02/15/16

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


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


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.

10/05/16

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


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.  

http://www.discussdirectives.com/heart2hearts_naepc.html​

02/15/17


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


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
All NAEPC Members will receive a 10% discount by entering "naepc" for the discount code. 
05/01/16

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


Ruby Receptionists

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 exclusive discounts, including:

  • 5% off all Ruby pricing plans
  • Unlimited voicemail boxes with email notification at no charge

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.

Sign up at www.callruby.com/naepc

2/15/17

 


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.

02/28/17

 


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.


WealthManagement.com

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.

03/27/12


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


Follow Us: LinkedIn YouTube Mailing List

Find an
ESTATE PLANNER

Find an
ESTATE PLANNING COUNCIL


Robert G. Alexander 
Webinar Series


Yearly Subscription Available!




For Accredited Estate Planners® Only:

Annual Renewal & Recertification

Log in HERE to access AEP only benefits, including


Frequently Asked Questions for estate planners and councils

Estate Planning Hall of Fame®