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:

All Benefits

Acquire Seminar Marketing

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.

08/01/14

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


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

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


Ahrens Technologies, LLC, Innovative Website Solutions

Ahrens Technologies is a market leader in developing websites for estate planners. Clients include hundreds of law firms serving the estate planning needs of seniors and families, large estate planning membership organizations, and non-profit organizations serving our communities. The common thread of all of our clients is their commitment to serving and enriching the lives of their community.

Our unique website development process ensures that our clients are always communicated with and their goals for the website are exceeded. Common features of our websites include:

  • Integrated Blog Page
  • Custom E-Newsletter Delivery
  • Event and Seminar Management
  • Secure Client Document Storage

For a complimentary website review and to learn about our significant discounts for NAEPC members, Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.

02/15/17

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


AICPA Engage - June 12-15,2017 - MGM Grand Las Vegas, NV | Online Broadcast

The AICPA Advanced Estate Planning and Personal Financial Planning Conferences join AICPA ENGAGE this June. Experience four days of fresh ideas and breakthrough presentations — all under one roof.

Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in four days of leading-edge best practices and ideas from esteemed thought leaders in financial planning and estate planning, you’ll learn why past attendees rave about this conference every year.

Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You’ll refine business strategies, implement new techniques, and learn a holistic approach to every life stage affecting your client’s financial outlook

Learn more and register by clicking HERE.  NAEPC members are entitled to take advantage of a $100 discount by using code "100ENG17" at checkout.

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


American Bar Association RPTE Paralegal eLearning Program

The ABA Section of Real Property, Trust and Estate Law is proud to continue its professional development series focused on paralegals, legal assistants, and others working in the areas of Trust & Estate Law. This program is co-sponsored by the ABA Standing Committee on Paralegals.

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues, as well as best practices, from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law. The program includes ten 60-minute webinar sessions, and attendees can register for the entire series or individual sessions. Those who sign-up for the entire series after it begins will be registered for the remaining webinar sessions and receive recordings of the sessions that have already occurred.

As a special limited-time offer, those who register for the entire 2014 Paralegal eLearning Program series will receive complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2013-2014 bar year.

For full program information, please click HERE.

Attendees will receive a certificate of course completion at the conclusion of each webinar session. Attendees attending all ten sessions will receive an additional certificate of series completion. Neither certificate bears state licensing approval. However, attendees may choose to self-report their participation depending on their relevant jurisdiction(s). Attendees are encouraged to contact individual state licensing agencies directly with questions.

NAEPC is pleased to offer this benefit through a relationship with the RPTE section of the American Bar Association provided by the Synergy SummitThe Synergy Summit is a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, the American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners.  The Synergy Summit, as its name implies, is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, and insurance and other professionals.

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


American Law Institute CLE

American Law Institute CLE is offering NAEPC members a 30% discount off of the registration price of Planning Techniques for Large Estates. This year’s annual conference is at the spectacular Hyatt Regency Scottsdale Resort and Spa at Gainey Ranch on April 19-21, 2017. The program offers practitioners critical analysis and discussion on the burning issues of vital importance to large estates that are large enough to be concerned with transfer taxes, as well as income taxes.

This year’s program highlights the practical planning needed to address the possibility of estate tax repeal or other tax reform measures, such as: What reform measures are likely or unlikely? Will they only apply for ten years (as with the reforms in the 2001 Act)? What should large estate clients be doing during this period of uncertainty regarding the transfer tax and possible imposition of carryover basis or gain realization at death?

NAEPC Members may register at www.alicle.org/cy013 and use coupon CY013NAEPC to receive their 30% discount. Offer is good through 03/31/2017 and may not be combined with other discount offers, including group discounts.

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


Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller

Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies® provides in-depth tax analysis and strategic counsel, while offering the ultimate in readability, by connecting well-known motion pictures to practical estate planning and compliance. These connections create great reminders of significant strategies or law, making the tax law fun. 

Underlying the cinematic connections, the author shares his best practice tips from a career of preparing, reviewing, and defending estate tax returns, and his greater than 25 years of teaching experience for tax professionals.

This treatise explores the nuances of law and procedure that enter into the preparation and defense of Form 706, including:

  • Expanded coverage of portability elections
  • Illustrated estate tax returns
  • Maximizing valuation discounts and deductions
  • Protecting FLPs and FLLCs
  • Securing best appraisal results
  • Tips to avoid audits
  • Pointers on GST reporting
  • Cautions and help for fiduciaries
  • Warnings and opportunities from inconsistencies in the law
  • Strategies for audits and appeals
  • And much more!

Winner of the 2010-2011 Award for Outstanding Course Materials by the CalCPA Education Foundation.

Estate Planning At The Movies® is the registered trademark of Keith Schiller.

NAEPC members are entitled to a 20% discount on this publication, the promotion code can be obtained by logging in below.

04/04/16

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


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
                                                                                                                                                                            

 

 


Cloudia Assistant

Cloudia Assistant is not your typical CRM created for several industries. Cloudia was created for professional agents/agencies who need a constant flow of information for their prospects and, for retention purposes, their clients.

Cloudia was produced to bring business to you and help you retain that business once obtained. Whether your lead is hot or just bought from someone else, Cloudia will continue keeping you in front of that prospect until they want to try something different and when they become hot again, you are the person they remember and trust, especially when the last time they searched for information they received 50+ calls from other agents. Now, you will be the only one to call; and you know it is much easier to sell when someone is calling you instead of you calling them.

Several managers utilizing Cloudia Assistant, with their many distractions (recruiting, training, management reports, meetings, etc.) no longer make cold calls. They have so many people calling them they have no time for cold calls and yet, remain the top producers for their respective companies.

Cloudia Assistant offers the following powerful features for professionals:

  • Drip Marketing with multiple concatenating campaigns working simultaneously
  • Lead Tracking and Organization based on the folder setup of your choosing
  • Leaderboard and Shared Folders for Group Motivation and Teamwork
  • Customizable Viewing of Data the way You Want to See It
  • Automated Commission Calculation system
  • Quote Engine (for Health related products)
  • Free Training and Technical Support.
  • Marketplace to Purchase Leads from various integrated Lead Generation companies
  • Integrated Predictive Dialer and Soft Phone (additional expense)

One of the greatest features of Cloudia Assistant is the price. At only $29.99 per seat, out of the thousands of CRMs available, there is nothing even close to Cloudia’s value at the professional level.

Call 817-778-4508 or e-mail info@cloudiaassistant.com for more information, demo or Click Here to Sign-Up for a free 15 day look.  Please place “NAEPC” in the field “Referred by” and you will receive 30 days free trial.

07/29/16

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


Council Speaker Program offered by NAEPC

Each year, a variety of speakers are made available to NAEPCs affiliated local councils at NO CHARGE (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 2016-17 fiscal year below.

2016-17 Fiscal Year Informational Packet

 

Available Speakers:

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®
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
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 via fax to (216) 696-2582 or eleanor@naepc.org, 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.
04/30/16

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.


Disinherit the IRS

Help your clients Disinherit the IRS

In today’s competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.

Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.

Education is a key factor in marketing to these sophisticated clients.  But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.

That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014.  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.  After visiting http://www.kilbournassociates.com/disinherittheirs.html, input “NAEPC” to receive the 25% discount during checkout.

02/15/16

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


Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, By Deborah L. Jacobs

A lawyer and award-winning journalist makes readers more comfortable addressing a stressful topic. This book can educate clients before and after they meet with advisers. Estate Planning Smarts stands out from other books on this subject by:

• Explaining complex principles in simple terms
• Humanizing estate planning, with anecdotes about the estate plans of Paul Newman, Michael Jackson and others
• Including an action-oriented “to-do” list at the end of each chapter
• Recommending against a do-it-yourself approach, encouraging readers to seek professional advice and offering suggestions about how to find it

Here’s what reviewers have said about this wonderful resource:

“A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order.”
– The Wall Street Journal

“This is a category killer: a book so good there’s no need for anyone else to cover the same material.”
– Kaye Thomas, tax lawyer, author, founder of Fairmark.com

“Simple—but not simplistic— this is a book you can feel comfortable giving as a business generating action oriented holiday gift.”
– Steve Leimberg’s Estate Planning Email Newsletter

While the estate tax is in flux, Estate Planning Smarts has another virtue: Jacobs issues updates that can be downloaded from the book's Web site, www.estateplanningsmarts.com, and tweets at http://twitter.com/djworking.

LIMITED TIME OFFER! NAEPC members may purchase this book at 20% discount from the list price of $24.95.

02/15/17

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


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.
                                                                                                                                                                                                                                                                                                                          03/17/16

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


Everplans

Everplans is a life and legacy platform that helps you and your clients gather all of the important information, documents and wishes that they might need in case something happens to them. This includes wills, life insurance policies, and health care directives, in addition to online accounts, letters to friends and family, and much more.

With Everplans Professional, you can expand your role with clients, and create additional opportunities for your business.

Everplans Professional Key Features:

  • Secure cloud storage for client’s vital documents, wishes and information
  • Unique sharing technology so clients can pick and choose which information to share with different people in their lives
  • Custom co-branding for you and your firm
  • Attorney dashboard to keep track of client activity
  • Ability to pre-populate client plans with critical information to get them started
  • Thousands of proprietary and educational articles, checklists and resources 

For more information and special NAEPC pricing, contact an Everplans Professional representative at 844-362-7526 or visit our special page on the Everplans website. Please make sure to alert the representative you are part of NAEPC.

02/02/16

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 Business magazine

The Family Business Difference

Family Business Magazine, the leading print authority on running successful family businesses, is the only magazine in North America that targets thriving multi-generational family companies. Now in its 20th year, Family Business publishes four issues a year covering important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies. A fifth annual issue, Family Business Agenda, is included with each subscription and focuses exclusively on a single topic. More than 20,000 readers all across the nation read the insightful and informative content.

Family Business Magazine also publishes the highly regarded 11-volume Family Business Handbook Series, in-depth and essential reference works on key family business topics. The most recent volume is an all-new, updated edition of our bestselling Family Business Succession Handbook.

Family Business’s searchable articles archive of more than 800 articles is available to ALL subscribers free of charge on registration. The Family Business Magazine twice-monthly E-Newsletter has become an essential news source for more than 9,500 family company executives and is sent free of charge.

Family Business Magazine would like to invite all members of the National Association of Estate Planners & Councils to become subscribers at the special discounted yearly rate of $63.00 for all 5 issues, plus free access to the online archives and the free e-newsletter. Simply fill out the subscription form available to the NAEPC members in the password protected area of this site and fax to Family Business.

Family Business recently the 2009 edition of Family Business Agenda, which covers Estate Planning for owners of family companies. Don’t miss the opportunity to receive this important issue. Send in the form today and begin your subscription. 

04/04/16

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

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


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.  

02/15/17

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


HeirSearch.com – A Division of International Genealogical Search Inc.

Many heir locator firms, otherwise known as “heir hunters,” use questionable, high-pressure tactics to obtain excessive percentage fees of inheritances. In order to protect their percentage fees, heir hunters may withhold the name of the deceased, and even the amount of the inheritance until the heir agrees to sign a contract. This means heirs are being asked to sign away a percentage of an unknown amount and heir hunter fees can sometimes be as much as 50% of the person’s inheritance. There is A Better Way.

Since 1967, at HeirSearch.com, we provide the legal and trust professions with forensic genealogy services A Better Way through our five-pillar approach that ensures reasonable, non-percentage based fees, authorized search services, a 97% success rate, documented court-ready reports and worldwide service. We welcome the opportunity to work with executors, administrators, trustees, fiduciaries, bank and trust officers, and their counsel.

To receive your complimentary copy of our Laminated Consanguinity Chart showing degrees of relationship by blood, please contact us at 1-800-663-2255 or email us at info@heirsearch.com. The Laminated Consanguinity Chart is a great resource to reference when meeting with clients or to use as an educational tool in seminars.

Visit our website at HeirSearch.com or download our brochure for more information.

07/29/16

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Klark Proposal Software, Inc.

"We have been using Klark Software in our client presentations since 1993.  The clients love them because they put the technical concepts into visual displays and language that the client can understand.  Half of our time is trying to make complicated concepts or products sound simple and the Klark Software does that."  Mike Halloran, Past President NAEPC – 2010.
 

Klark Software offers you a simple, visual way to educate your clients about the role that life insurance plays in Estate, Business and Personal Planning.  Since 1993 our programs have featured a short learning curve, simple interface and minimal output that is easy to understand.  We are a proven point of sale tool that uses color graphics to teach clients about the fundamental concepts of proper planning and engage them in the decision making process.

The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated.  Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact.  By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios.  Our “Cash Flows” proposal compares the three most common ways of funding settlement costs.  A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods.  A sample presentation of our Estate Planning Program can be found here

Our Business Program helps educate your clients about the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. Samples of our Business Program can be found here.  The Personal Program contains numerous proposals regarding Life Insurance and Retirement.  Samples of the Personal Program can be found here.  The Due Diligence section of the Personal Program contains a database of over 200 Life Insurance Companies.  It allows you to compare companies either by their key attributes or how they are rated by the four major rating services.  Samples from the Due Diligence Section can be found here.  Our software is updated in a timely manner to ensure accuracy and compliance.  Training and support are included as a vital part of service to our customers.

For interested parties we offer a 30 day demo program.  There is no charge, no obligation and includes training.  With the training you will learn how to navigate around the software and how proposals are used in the field.  To request a demo, email us at sclark@visi.com or call (800) 289-5774.  To learn more about Klark Software visit our website at www.klark.com.

03/14/17

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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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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

Contact us by email: support@legacystories.org or call 888-405-9840.

09/26/16

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Legal Binders Now (LBN)

Legal Binders Now (LBN) is proud to be a Value Partner with NAEPC. Legal Binders Now manufactures high quality presentation products for your clients, featuring our Premium Estate Planning Portfolio Binders. Our products, manufactured with the highest quality standards, will enhance your client presentation. LBN’s line of presentation products will keep your clients’ important documents and information organized and neatly stored for easy access at all times. And, our manufacturer-direct pricing will help you to reduce costs without comprising quality.

LBN’s presentation products are manufactured in our state-of-the-art facility located in the Heartland of America. We manufacture using only the highest quality materials and craftsmanship. Each and every one of our products will allow you to be confident in the professional image that you want to display to your clients. To personalize your presentation products, we offer the option of custom imprinting your firm’s information on all of our products.

As a Value Partner, we are pleased to offer special manufacturer-direct pricing on all of our products and for our custom imprinting options to all members of NAEPC and its affiliated local councils.  Additionally, with each case of our premium or deluxe binders ordered, NAEPC members will receive 6 sets (1 case) of any of our stock line of Index Tab Dividers free with their purchase.  Please visit our home page and click on NAEPC Members to create your Legal Binders Now account and access our NAEPC specials.

To receive your free Index Tab Dividers, select the divider set you want from the dropdown menu appearing with the binder. You can find detailed information about the dividers titles we offer by clicking on Dividers under the New Products tab on any page.

Please visit us at www.legalbindersnow.com to view all of our products available.

If you have any questions regarding our products, please contact one of our product specialists at sales@legalbindersnow.com. We will be glad to assist you.

All of us at Legal Binders Now look forward to working with you!

10/04/13

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Legal Directives, LLC

Legal Directives, LLC: Emergency Access to Healthcare Directives

Legal Directives, LLC partners with hundreds of estate planning attorneys and financial planners across the country to provide 24/7 access to clients' healthcare directives and emergency contacts. Their partner program is built to help client-focused estate planning, elder law, and financial planning practices thrive. Service is provided by electronically storing a copy of the client's healthcare directives and then making them available 24/7 by delivering a customized wallet card to the client with instructions for accessing the directives. In addition, we deliver a copy of the healthcare directives to your client's primary care physician.

Features of the Legal Directives Partner Program

  • Customized wallet cards - your colors, your logo
  • Delivery of wallet cards to your clients within two weeks of enrollment
  • Branded fax delivery of healthcare directives to client's primary care physician
  • Discounted enrollment rates for NAEPC members
  • Support team dedicated to the unique needs of estate planners
  • Complimentary client brochures
  • Special partner pricing
  • Customizable renewal dates for client memberships
  • Complimentary memberships for partner and partner staff

If you'd like to learn more about how Legal Directives can contribute to your success visit www.legaldirectives.com/partner_program.php and complete the Partner Program Contact Form. You may also contact us Monday - Friday, 8:30am- 5:00pm ET at 866-363-4894 to learn about our NAEPC partner benefits.

02/15/17

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


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!

WHY IS LEIMBERG ACCESS IMPORTANT TO YOUR CHAPTER?
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 www.leimbergservices.com

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.


M Brands Film, Inc. (M)

Watch the M welcome video HERE.

Do you have website video? If not, you are turning away 90% of your prospects and clients. Video connects you to pain points, education, support, and retention throughout their wealth preservation journey.

Through a value partner arrangement with NAEPC, M is offering video production services at a 20% discount to members. Through the web, M creates explainer video for your website, social media, and communications.  In 45 minutes, M makes the shyest professional shine with sincerity without breaking your budget, interrupting operations, or making a cartoon out of your business. Plus, we offer your clients legacy videos for their loved ones.

With 3,000 videos on mbrands.co, we’re ready to shoot yours.  Ping M (loyalty@mbrands.co) or ring (415.404.9276) to set up a free video assessment of your website and important estate work.

To learn more about the M process, click HERE.

03/14/17

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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.


My Personal DataSafe, the Nation's Most Comprehensive System for Sharing and Managing Client Information

My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.

Collaborate with your clients, their accountants, financial advisors or any of their other professionals through our encrypted online site providing you the ability to be working from the same information at the same time. Share electronic copies of last will and living trusts with clients providing them 24/7 access to their important documents.
How Can My Personal DataSafe Help Your Business?
My Personal DataSafe is a “must have” resource for accelerating new client acquisition, enhancing current client retention and increasing client satisfaction.
  • Provide clients peace of mind
  • Differentiate from your competitors
  • Immediate access to updates  so you can anticipate critical client needs
  • Reduce infrastructure and management
  • Improve communication
  • Reduction in routine tasks, enabling staff to elevate work level
  • Ease of use
  • Mobility
  • Enhanced security
NAEPC members are eligible for a 10% discount on all services. If you would like to hear more about My Personal DataSafe and what it can do for your business, contact us today to schedule a brief online demonstration.
For general information visit our consumer site at www.mypersonaldatasafe.com.

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. 

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

05/22/14


P S Awards - Plaques, Trophies and Award Pieces for Affiliated Local Councils

Is your council looking for a supplier of unique recognition plaques, permanent name badges, award pieces or outgoing president gifts? 

For fifty years, PS Awards has served a wide variety of clients by providing personalized plaques, award pieces, promotional items, trophies and the like!

NAEPC member councils can take advantage of a 10% discount on any order placed with PS Awards.  For most efficient and accurate service, place your order by emailing info@psawards.com.  Be sure to include SKU#, contact information, and any personalization instructions in the email.   PS Awards ships nationwide.

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


Robert G. Alexander Webinar Series

Introduced in 2013 in memory of NAEPC board member Robert G. Alexander, online programs are offered monthly on the 2nd Wednesday at 3:00 pm ET (with the exception of November of each year).  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. 

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.

05/22/14

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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

 

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


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.

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


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

 

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The LastingMatters Organizer: A Tool to Deepen Relationships with Your Clients and their Next of Kin

  • Who did mom want to deliver her eulogy?
  • Where is the safety deposit box? Key?
  • Who is her trustee?
  • How is the house titled? The stock accounts?
  • What about passwords for Facebook and her computer accounts?

As estate planners, you know all too well that these are just a few of many questions that quickly arise after someone dies or is incapacitated. Most troubling, the answers and wishes, unless clearly articulated ahead of time, can undermine even the most well thought out estate plan. Now, with The LastingMatters Organizer, estate planning professionals have a tool to help their clients collect and outline critical information and these very important “wishes.”

With the Organizer, your clients will have at their fingertips a comprehensive easy-to-use resource that will inform and guide their families and heirs during a time of transition. The graphics, the direct questions, and its thoroughness make The LastingMatters Organizer an effective tool to supplement an estate plan – from the basic to complex – and help collect and clearly articulate a client’s wishes on all aspects of their financial, personal, and online lives.

By incorporating The LastingMatters Organizer into the estate plan process, you can help your clients take one large step forward toward ensuring an orderly transition of their assets, their family knowledge and history, as well as their treasured personal belongings. Doing so will ultimately help family members, heirs and caregivers avoid the chaos and confusion that erupts all too often during these emotionally charged times.

NAEPC Members are entitiled to take advantage of a 15% discount price of $24.65 per copy when ordered at    https://www.createspace.com/4751589  using discount code NVTWPECA.

The LastingMatters Organizer available at LastingMatters.com or Amazon.  View sample pages

Barbara Bates Sedoric - Speaker Bio

Email: Barb@LastingMatters
Call 603-490-8305

09/26/16

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


The Life Documents Organizer Kit by Smead Manufacturing Company

Smead Manufacturing Company, a leader in office filing products and records management systems, was established in 1906 in Hastings, Minnesota. Smead is a privately held, certified Women’s Business Enterprise (WBE) offering thousands of organizational products for use in the home or office. For more information on Smead’s high-quality organizational products, including hundreds of products made in the USA visit www.smead.com.

The Life Documents Organizer Kit helps you organize and store key life documents such as wills & trusts, health care directives, investment and retirement plans, marital documents and contact information. Having your papers in order alleviates the guesswork and stress of locating important documents in case of an emergency or occurrence of a life-changing event. Having your key life documents organized helps to ensure that your wishes and assets are managed, retained and distributed as needed while being less stressful for you and your loved ones. Each kit contains 6 colored hanging folders, 24 SuperTab® file folders, 1 sheet of Viewables Quick-Fold tabs, 3 label sheets with pre-printed labels and a detailed instruction sheet.

For more information on the Life Documents Organizer Kits, including a product overview video and assembly instructions, please visit the Smead ecommerce store at www.myorganized.life.    NAEPC members receive a 20% discount when using the discount code found in the NAEPC members-only area.

06/28/16

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


The Merrill Anderson Company

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.

Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.

02/15/17

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


The National Underwriter Company

For well over a century, The National Underwriter Company has consistently been first in line with targeted tax, insurance, and financial planning information that professionals have come to rely upon when making critical business decisions.

Dedicated to putting accurate and relevant estate planning expertise at your fingertips, The National Underwriter Company offers such popular resources as: The Tools & Techniques ofEstate Planning; Principles of Estate Planning; Tax Facts on Insurance & Employee Benefits; Tax Facts on Investments; Social Security & Medicare Facts; Healthcare Reform Facts; Tools & Techniques of Financial Planning; Field Guide to Estate Planning, Business Planning & Employee Benefits; and many more.

With our host of both online and print resources, today’s professionals are assured that as the industry continues to evolve, National Underwriter will remain at the forefront of change with the most up-to-date, authoritative, and easy-to-use resources available today.

NAEPC members are eligible to receive 15% off their order.  Please log in to the members-only area to obtain the special code.

04/27/14

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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

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


Trusts & Estates Magazine

Trusts & Estates' in-depth peer-reviewed articles have made the magazine the authority on estate law, tax issues, and wealth management for over a century. Attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts all contribute their insight and advice to the pages of the magazine. Always with a view to helping you better meet your client's needs. Written by experts for experts!

All the benefits of full priced subscriptions are yours … even at this low rate!

  • Every subscription includes 12 monthly issues of Trusts & Estates magazine, in print and digital editions.
  • Unlimited access to ALL Trust & Estates online premium content.
  • Full access to our exclusive Trusts & Estates Plus iPad app.
  • Our annual supplements: Tax Year In Review and Charitable Giving
  • Three monthly e-newsletters: Conrad Teitell’s Philanthropy Tax e-Letter, reporting and analyzing an important tax development governing charitable contributions;  Wealth Watch News, reporting on federal and state government estate tax, retirement benefits, and life insurance reforms;  and The Trusts & Estates Technology Review, examining high-tech resources for the trusts and estates practitioner.

Subscribe to Trusts & Estates at the low member's price of just $149. Save 60% off the regular $375 rate!  Click the link below take advantage of this very special offer!

SPECIAL OFFER

Trusts & Estates is now offering webinars!  Approved for one hour of AEP credit, webinars are available both live and on-demand.  Click on the link below for program information or to register.

Trusts & Estates also offers complimentary newsletters for those who choose to sign up!  Click HERE and look for "Industry Newsletters" on the right side of the page to sign up.

08/01/14

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


Washington Institute for Graduate Studies

Washington Institute for Graduate Studies is a recognized, quality provider of advanced degrees for tax professionals.  Our Masters in Taxation is sought after and earned by a wide variety of practitioners.  We recognize the National Association of Estate Planners and Councils as a premier association for estate planners, providing continuing education, research and required information to keep their members at the top of their game.  We fully support NAEPC’s mission to serve its members, assuring their success in this important field of knowledge.  Therefore, we are making available significant tuition waivers that are designed to enhance the careers of NAEPC members, thereby aiding NAEPC in this mission. 

In the Offer Details that follow, we’ve provided information on both the tuition waivers available, as well as how to access them.   Additional information about the programs (i.e., admission requirements, graduation requirements, tuition payment programs, etc) can all be found on the website at www.wsltax.org .  This offer is subject to change and cannot be combined with any other promotion.  Please Contact Robert Hanson toll-free at (858) 546-2838 or rhanson@wsltax.org  for any questions you may have. 

Offer Details:

One ½ tuition waiver per calendar year, per councilEach calendar year, Washington Institute for Graduate Studies will make available one ½ tuition waiver for a student from each council.  This particular feature applies only to the Masters Degree Program and may be further combined with the standard 10% “Paid in Full” discount.

To take advantage of this ½ tuition offer, a council must be willing to pursue a selection process that ensures their members have an equitable opportunity to benefit from the offer.  Washington Institute does not require specific activities as a part of the selection process, but must know that each state chapter has given consideration to interested candidates.  The NAEPC member recommended by the council must meet all admission and program requirements.  Washington Institute will require a simple letter/note from the chapter president informing us of their recommended waiver recipient.

If this waiver is not used in a specific year, it is forfeited (i.e., waivers do not accumulate from year to year).

10% tuition waiver for NAEPC MembersIn order to qualify for this tuition waiver, the prospective student must demonstrate (s)he is a current NAEPC member by submitting that information along with her/his enrollment materials.  In addition to this 10% waiver, NAEPC members that have the interest may combine Washington Institute’s standard 10% “Paid in Full” discount.

10% (Add’l) waiver for 5+ within a CouncilAn affiliated local council that refers 5 (or more) members to successfully enroll in Washington Institute’s degree program, within a 12-month period, each enrollee will receive an additional 10% off the tuition (effectively 20% off current tuition rates). 

If tuition is paid on the monthly payment plan, the discount is applied to the final payment.However, if tuition is paid in full, the discount applies to the initial payment, which qualifies the member for an additional 10% discount (our standard “Paid in Full” discount).Under this multi-enrollment option, if the “Paid in Full” discount is utilized, the student may receive a 30% discount off current tuition rates.

EXAMPLE. . .If only four students from an affiliated council enroll initially, then these enrollments will only receive the standard 10% tuition waiver for NAEPC members.  If, later within the same 12 month period, a fifth student enrolls from the same council, then the discount will be applied retroactively to the first four enrollments as well as to the fifth enrollment.  Either a refund check, credit card credit or a course purchase credit will be issued (if the initial enrollments were paid in full) or (if on the monthly payment plan) the discount will be applied to the final payment(s).  Additional enrollments within the 12 month period continue to receive the discount.

 

These discounts cannot be applied retroactively through to a preceding 12 month period.  However, the 12 month period is continuous.  For example, if four students enroll on January 12, 2015, and a fifth enrolls on December 17, 2015, all would then be eligible for the enrollment discount.  If another four students enroll on November 9, 2016, they too will be eligible for the discount, as the December 17, 2015, enrollment also makes 5 enrollments within a 12 month period.

A Bachelor’s Degree May Not Be RequiredNational accreditation standards will permit up to 6% of the enrolled student body to be admitted as “special consideration” enrollees (i.e., those admitted into a Masters Program without a Bachelor Degree). 

NAEPC members that seek to apply for “Special Consideration” are evaluated on a case-by-case basis but must have an academic and/or professional background equivalent to a bachelor’s degree.  As a general rule, these applicants must have no less than ten years of proven professional experience in the field of taxation. Further, prospective students that qualify will be admitted on a “first come, first served” basis.

In addition to the information provided on the Student Enrollment Agreement, a Special Consideration Applicant must provide a written statement of his or her personal and professional goals and how completion of the Master of Science in Taxation program would assist in the pursuit and achievement of those goals.

Accept certain, advanced CPE workshops as “transfer credits”This particular feature would only apply to CPE/CLE courses that represented a series of workshops all under a specific title/topic that administered an exam and that was no less than 10 hours of aggregate class time. Such courses must have been completed not more than 24 months prior to the date of enrollment.  The prospective student must provide signed CPE/CLE certificates, along with her/his enrollment materials.

Advisory Board Position. . .A Taxation Program with Representation!  Washington Institute welcomes qualified individuals to this board to provide industry insights, course suggestions and/or overall improvements to our tax programs.

The individual must be nominated by the state chapter President and subject to approval by Washington Institute.  This individual would not be expected to travel for this role and would be listed among the board membership in Washington Institute publications/website.

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

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WealthTec Suite

 

WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.

Developed for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.

The standard licensing fee for WealthTec Suite is $1,495 annually for a single user. NAEPC members are entitled to a $150 discount, making the annual licensing fee only $1,345.

Click HERE to see what a user is saying about WealthTec Suite!

An order form is available on the WealthTec site at www.wealthtec.com/licensing.php.  When submitting an order form via email (howard@wealthtec.com) or fax (301) 725-1593 a member should add a notation that the discount code is NAEPC150.

02/14/17

 

 

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Yourefolio Inc.

Plan Prepare Peace of Mind

Yourefolio is an advisor driven software focusing on estate and legacy planning. Your folio was designed to organize a client’s estate and legacy planning to a complete level while creating a platform that provides them with instant access to their life’s most important documents, information and instructions.

The software will assist you in providing a platform for your client's most important documents and information. As important as it is to provide that system for your clients, the system is available to share with those beneficiaries, family members, trustees and collaborating professionals. Access to that information is extremely important because the moment those documents, information and instructions may be needed the client may be incapacitated.

Yourefolio understands the challenges that advisors incur in their business. The software platform was created by the same professionals. Wealth transfer and connection to the beneficiaries is equally important. Yourhttps://yourefolio.com/site/images/e.jpgfolio is a tool that fosters the creation of those relationships and assists in maintaining them.

Have the important conversation with your clients. Would their loved ones know where their important documents, instructions and information are if something were to happen to them? Let your clients know that you invest in software to ease their burden and will provide them with peace of mind. Advise your clients that you take advantage of a state of the art technology to assist them if any of life’s unfortunate circumstance should come their way.

NAEPC members are entitled to a $200 discount on the yearly subscription of $995, which provides for unlimited storage and unlimited client usage.  The fee will also be guaranteed for life, including all updates and additions, as long as the subscription is maintained continuously.  

01/10/16

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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

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


Zola Suite

Zola Suite is a comprehensive, cloud-based legal practice management application that brings the power of a 360 degree integrated solution to law firms. Zola Suite puts the power of one into practice with best-in-class Case Management Capabilities + Built-in Email + Legal Billing + Complete Accounting (business and IOLTA) in an intuitive, fast and fun interface. Zola can be accessed on any device and there are dedicated iOS and Android applications that are designed to help you take your practice on the road. Zola has all of the tools needed to help make a legal practice operate like a business, so that lawyers can focus on the law.  Experience the Power of ONE with a free, 30 day trial. And as a NAEPC Member, you will receive a 15% discount for up to five users per account. Start your free trial here.

We invite you to visit our website, www.zolasuite.com to learn more about Zola Suite, or contact us at 877-269-0076 for a full product demonstration. Simply tell the sales representative that you are a member of NAEPC to receive this great member benefit.

05/01/16

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


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