Advance Choice, DocuBank: Emergency Access to Vital Documents
DocuBank solves a critical problem for your clients and creates ongoing opportunities for your firm. Find out more today.
A USA Today article highlights that, even with an electronic medical record system in place, having easy access to advance directives in a hospital is still a real issue.
The DocuBank Card solves this problem so that healthcare directives and other emergency information is immediately available to hospitals 24/7/365, anywhere in the world. The wallet card displays allergies, medical conditions, an emergency contact and allows hospitals to obtain healthcare directives, and a list of medications, immediately via fax or the web.
The online DocuBank SAFE provides your clients with online access to all of their other documents. Clients can store their estate plan, life insurance, real estate deeds and other other important legacy documents for easy access by their advisors and future heirs. Clients can also use SAFE to more securely share files with your firm, and your firm can upload documents for your clients.
DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service clients appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!
- Your firm’s branding on all client cards and correspondence
- Online Branding with your firm’s logo on each client’s login screen
- Alert features act as referrals for next generation business
- Features and benefits customized to your firm
- DocuBank renewals can be a tangible addition to your client review program
DocuBank offers a special Council Introduction Package. Information on this program and specific discount information for individual members is available in the password-protected are of this website. DocuBank’s turnkey system makes it easy to get started, and DocuBank will provide your firm with free brochures, sample cards, staff memberships, and personal training. Click here to begin providing DocuBank.
See complete information about DocuBank: Emergency Access to Vital Documents.
NAEPC members and members of affiliated local councils are eligible for substantial discounts when enrolling clients in DocuBank. With these discounts, the enrollment fee is currently $20 per person for 1 year and $60 per person for 5 years of membership (published rates are $55 and $175, respectively). Click here to begin providing DocuBank.
Special Offer for attorneys: New attorneys can prepay for their first ten 1-year client memberships for $99. This is a savings of $80.
A Special Council Meeting Offer. Do you have advance directives on your meeting calendar? Invite us to attend remotely and offer a 20 minute web or phone presentation of DocuBank as part of your next council meeting – we’ll treat your council to lunch. Contact us for details.
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:
- Best Drip Marketing rates available 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
- Data security like no other: Managers can't take agent's lead; agents can't take company leads
- 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 and we haven't raised our prices in 5 years..
Call 817-778-4508 or e-mail email@example.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.
CollectorIQ is the most efficient, cost-effective and objective tool giving fiduciaries and other advisors around the world the ability to track this large component of owned wealth.
We offers proprietary data, valuation, and liquidity tools that combine traditional collection management with data aggregated from thousands of sources in real-time and analyzed instantly to provide accurate value trends. CollectorIQ's deep public and private data allow collectors and advisors to make better planning and buying and selling decisions with instant auction price comparables and sale trends. Its iOS application enables users to have collection access anywhere.
Security and privacy are of paramount focus. We employ bank-level digital security and are the only platform currently deployed at major financial institutions in the U.S. and Europe. That’s why institutions and collectors have entrusted over $8 billion in collection assets to CollectorIQ.
NAEPC members receive a 20% discount off of annual software subscription fee for the Advisor product. The offer is good for 1 year only for new subscribers. Interested parties should email firstname.lastname@example.org and reference the NAEPC discount in email.
CE Tracking, Digital Books & Surveys for Events
Managing your council's in-person events can be challenging. So much time is wasted by manually tracking continuing education credit, not to mention an attendee's annoyance with lines to access the sign in/out sheets and always remembering to bring their license numbers! ConferenceAdit's suite of services offers councils and similar associations an affordable option that dramatically streamlines attendance tracking, provides customized reporting, generates completion certificates, and immediately captures survey responses, all while improving the attendee experience at your events.
CE Tracking and Certificates
Stop wasting time and money on manual reporting! Members apply for CE and receive credit, right on their mobile device.
Dramatically increase attendee feedback by getting instant responses about the session.
Digital Conference Books
A significant savings when compared to printing, your council can offer a polished and fully-branded portal with event materials and the ability to include sponsors.
As the event host you will have full control over the CE experience. The interactive dashboard allows for easy event set-up, simple management of courses and attendees, and even offers the ability to communicate with attendees via text/email messaging.
> Learn more about the ConferenceAdit suite of services or call the ConferenceAdit team at 781-325-8761 to get started
> Get the attendee experience
NAEPC-affiliated councils receive a $50 savings on event set-up costs.
What We're Saying...
"I use a new tool called ConferenceAdit... it has eliminated all the paper sign in sheets for credit, all the report preparation, plus instant certificates. Also, we can upload all the handouts for presentations and sponsor content. It does even more, but even if it didn't, would still be great!
Melissa Simpson, Estate Planning Council of Central Pennsylvania
NAEPC used ConferenceAdit's Digital Conference Book, Course Surveys, and CE Tracking for the 55th Annual NAEPC Advanced Estate Planning Strategies Conference and had a fantastic experience. The system does exactly what it's designed to do, especially with regard to improving the attendee experience, and does it very well. With credit available in all states for all estate planning-related disciplines, this service was a wonderful addition to the conference.
Eleanor M. Spuhler, National Association of Estate Planners & Councils
Virtual Event Production Services
To help estate planning councils stay connected with their membership, ConferenceAdit is now offering a virtual conference option.
Combining a flexible virtual meeting platform technology with ConferenceAdit's industry-leading continuing education tracking, attendees can earn CE credit and provide post-session feedback right from their home or office. No need to cancel your meetings! This turn-key virtual solution is cost effective and can be implemented with minimal lead time.
- Full Set Up, Speaker and Attendee Support
- Attendee CE Tracking & Control, Reporting and Certificates
- Live Session Surveys
- Ability to record and package sessions for future use.
- Cost effective with multi-meeting discounts available
ConferenceAdit handles all of the details: speaker training, testing and full monitoring during the session, digitial delivery of all conference/session materials, tracking of attendance, and capturing feedback. Attendees participate remotely with audio and presentation visibility. Live polling and Q&A features are also available. Continuing education reporting and session-level survey responses are available to the council immediately following the meeting.
The set-up fee for estate planning councils is reduced to $250 (up to 225 attendees) and the per-speaker fee is reduced to $550. Additional fees apply for over 225 attendees and optional video production services.
Let ConferenceAdit ease the stress and anxiety related to your council's event planning. Contact them today at email@example.com to learn more!
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.
Family Wealth Map
“Family Wealth Map” software provides a 360-degree view of your clients’ estates and creates alerts for important deadlines. Always have an accurate picture of your clients’ estates regardless of size or complexity. Have immediate access to the legal documentation of the estate and automatically updated financial account balances. Never loose track of due dates for items such as GRAT payments, Crummey notices, insurance renewals, license renewals,passport expirations, etc. And since alerts are linked to the related documents, you will not have to search for files you need.
Use as a Client Maintenance Program
Family Wealth Map is the perfect foundation for a Client Maintenance Program, leading to stronger relationships with clients and the family members. The ability to view the content and structure of the client’s estate, along with all related documents, allows for real-time due diligence and potential issue spotting. Access to complete and current information, which is clearly displayed on one dashboard, facilitates continual and comprehensive reviews of client estate plans and current asset information.
Security and Privacy
Each of our clients receives a complete security briefing where we detail the key security measures protecting their confidential information. All data is encrypted from end-to-end, during transit and at-rest, providing a highly secure environment. We utilize dedicated servers at a national, highly secure, and high availability co-location facility that provides around the clock monitoring, maintenance, and supervision of our servers. Full backups are performed weekly with incremental backups daily.
Full Concierge Service
We provide full concierge services to get your firm up and running fast. Our professional staff is ready to assist in the creation and maintenance of your clients’ accounts or “Map”. We offer a personalized service that can build the structure of the Map, assist in creating the net worth statement, populate the document files, and train you and your staff to do the same. We are always available to ensure that Family Wealth Map meets and exceeds your expectations.
NAEPC members receive a 10% discount. Simply email us at firstname.lastname@example.org and let us know you’re a NAEPC member.
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For more information, visit our website at www.legalaggregation.com.
Klark Proposal Software, Inc.
Klark Software is a simple, proven point of sale tool that uses color graphics to clearly illustrate the value and benefit of life insurance to your clients. Since 1993 our program has featured a short learning curve, simple interface and minimal, customized output. In today's selling world of social media Klark Software's strength of simple concept selling is being greatly utilized in Skype, Webex and email presentations. The use of graphics in your proposal will make your sales process more efficient and help the client comprehend and retain the information presented. Easy to use, easy to understand. The simplicity of Klark Software is its strength.
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 covers the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. It helps educate your client about the business agreement and the role that life insurance plays in the agreement. Samples of our Business Program can be found here. The Personal Program encompasses the "kitchen table" presentations. It contains numerous proposals regarding Life Insurance, Disability, Long Term Care and Retirement. Samples of the Personal Program 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.
Download NAEPC pricing here.
A 30 day demo of our Estate, Business and Personal Planning Programs is available for your review. There is no cost for the demo, 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. If you have questions, or interest in the demo, please contact our office at (800) 289-5774 or email@example.com.
What is Lawgic Wills & Trusts?
Legacy Talks Client Enrichment and Acquisition Program
Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.
As boomers enter their legacy years you can differentiate your practice as a Transformational vs. Transactional Advisor.
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
NAEPC members are entitled to a 25% discount on pricing. 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.
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.
- 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
- Enhanced security
Rocket Matter helps estate planning law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal practice management solution, it has the most powerful, easy-to-use time and billing software in the industry. With award-winning customer service based in the U.S., it’s no wonder thousands of law firms swear by Rocket Matter.
Powerful features include:
- Time and billing
- Contacts, calendaring, and task management
- Online payment processing
- Unlimited document storage, automation, and the most robust NetDocuments integration in the industry
- Project Management
- iPhone and Android apps
- And much, much more!
As an Accredited Estate Planner designee, Estate Planning Law Specialist certificant, At-Large member, or member of an affiliated local council, you’ll receive a 15% lifetime discount off our Rocket Matter Pro Edition. Learn more by signing up for a free 7-day trial. No credit card required! You’ll also receive a free customized demonstration of our software catered to your firm’s individual needs. Learn more about your Rocket Matter member benefit here.
You can also contact a member of our award-winning team at 866-710-1845. Mention that you are a member of NAEPC to receive this great member benefit!
Rocket Matter has also collected all of their FREE online legal webinars in one location so you learn essential legal tips, best practices, and more... all at your leisure.
Visit the firm’s online library to access these titles, and many more:
- How to Effectively (and Ethically) Market Your Law Firm
- The Ethics of Accepting Credit Cards for Lawyers
- How to Work Remotely and Still Run a Successful Law Firm
- Disaster Planning For Law Firms: All You Need to Know
- Solving Law Firm Problems with Efficient Processes and Workflows
More Resources Provided by Rocket Matter:
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.
Barbara Bates Sedoric - Speaker Bio
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 firstname.lastname@example.org 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.
Tracers - Public and Private Records Software
Tracers, the #1 trusted cloud-based public records search software, is designed to help you find key pieces of information for estate planning available only in public and private records. For decades, Tracers has provided law firms and estate planners with access to an online database of over 42 billion records. Tracers estate and trust litigation law software was named a TechnoLawyer “Top Product of 2020” because of its dedicated customer service, cloud-based functionality, and powerful search tools. With comprehensive people and property data and flexible, customizable solutions, Tracers is the best legal research software for estate and probate attorneys and their clients.
Powerful features for estate planning & probate attorneys include:
- Property records search to uncover comprehensive information about properties for division.
- Information on relatives and known associates to contact beneficiaries.
- Up-to-date phone number and address search and other skip tracing tools to locate and contact lost heirs.
- Powerful asset search database to help create a paper trail of assets for planning.
- Identity verification solutions and deceased public records to validate wills and probate concerns.
- Bankruptcy data, liens, and judgments to perform due diligence and investigate financial situations.
- Cloud-based software that you can access from any device.
- Easy-to-use interface that provides search history and permissions for optimal efficiency.
- Much, much more!
If you’re interested in learning more about public records software, check out our free, on-demand CLE webinar with attorney Jared Correia on “Public Records Research and Compliance.” This webinar discusses the history of private vs. public records and the ethics behind their use, how to use investigative data in your own practice, and how to use Tracers to gather data quickly and efficiently.
Ready to get started with Tracers? NAEPC members are eligible for a 10% lifetime discount on all Tracers search services. Start your free trial today!
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 $2,895 annually for up to two users. NAEPC members are entitled to a $150 discount, making the annual licensing fee only $2,745 (up to two users).
An order form is available on the WealthTec site at wealthtec.com/licensing/.
When submitting an order form via email (email@example.com) or fax (301-725-1593), please note discount code NAEPC150.
Plan Prepare Peace of Mind
Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level.
Our software has solved the disconnect between countless documents and the true understanding of transferring an estate. Additionally, it helps foster the creation of beneficiary relationships and assists in maintaining them.
Grow your business and create a unique client experience with these tools and benefits:
- Client Onboarding – three unique methods for inputting client information
- Dynamic Family Planning – understand your clients’ families better with our dynamic planning system
- Task Management System – alleviate the burden of funding a trust and more
- Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex
- Other Invaluable Tools – algorithms that recognize deficiencies, flow charts, balance sheets, other mathematical calculators and a family album for your clients to store and share photos, videos and stories
Zola Suite is a comprehensive, end-to-end legal practice management application that delivers the power of one solution to boost your firm’s bottom line.
Powerful features to stay organized, automate your practice and get paid include:
- Best-in-class matter management
- Native email client
- Fully integrated billing, business and trust accounting
- Robust reporting
- Document management and automation
- CRM for efficient intake and prospect management
- Calendaring with court-based rules
- Contact management
- Secure client portal
With Zola Suite, our powerful features from our email client and task management system to our billing, timekeeping and robust accounting system are built directly into our platform, never tacked on. We give you a single interface, complete with all of the tools you need to manage your caseload, with one set of user credentials and one monthly bill. The end result is a single source of truth for your firm’s data, and a big increase in productivity and billable time.
Experience the power of one with a free 10 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.