Other Benefits, Programs & Services
High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration
A LINK is defined as a “connecting element or factor”. In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.
Enroll today to:
- Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors
- Discover the NAEPC Model for Collaboration
- Overcome objections to the teaming model
- Become well-versed in the “5 Best Practices”
- Inspire optimal behaviors among team members
LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.
The substantially-reduced enrollment fee is $100 for Accredited Estate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online
About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.
David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.
*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.
ACTEC Family Estate Planning Guide
Fellows of The American College of Trust and Estate Counsel, ACTEC, share their expertise to explain the basics of wills, estate planning, and guardianship to families in short video presentations. NAEPC professionals are encouraged to share the ACTEC Family Estate Planning Guide videos with clients. New videos are released monthly. Topics include IRAs and IRA Beneficiaries, What is Probate?, What is Joint Tenancy and When Should I Use It? and more. To learn how to embed these videos on your website visit actec.org/share.
ACTEC Family Estate Planning Guide is made possible through support of the ACTEC Foundation. NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.
ACTEC Trust and Estate Talk
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.
Past topics have included What Should Attorneys have in their Engagement Letters, Horton v. Jones Case on Electronic Wills, Qualified Opportunity Funds and Opportunity Zones, The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning, and Security of Clients’ Information. You may listen and subscribe to the series through many popular podcast players:
ACTEC Trust and Estate Talk is made possible through support of the ACTEC Foundation. NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.
Advance Choice, DocuBank: Emergency Access to Vital Documents
DocuBank solves a critical problem for your clients and creates ongoing opportunities for your firm. Find out more today.
A USA Today article highlights that, even with an electronic medical record system in place, having easy access to advance directives in a hospital is still a real issue.
The DocuBank Card solves this problem so that healthcare directives and other emergency information is immediately available to hospitals 24/7/365, anywhere in the world. The wallet card displays allergies, medical conditions, an emergency contact and allows hospitals to obtain healthcare directives, and a list of medications, immediately via fax or the web.
The online DocuBank SAFE provides your clients with online access to all of their other documents. Clients can store their estate plan, life insurance, real estate deeds and other other important legacy documents for easy access by their advisors and future heirs. Clients can also use SAFE to more securely share files with your firm, and your firm can upload documents for your clients.
DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service clients appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!
- Your firm’s branding on all client cards and correspondence
- Online Branding with your firm’s logo on each client’s login screen
- Alert features act as referrals for next generation business
- Features and benefits customized to your firm
- DocuBank renewals can be a tangible addition to your client review program
DocuBank offers a special Council Introduction Package. Information on this program and specific discount information for individual members is available in the password-protected are of this website. DocuBank’s turnkey system makes it easy to get started, and DocuBank will provide your firm with free brochures, sample cards, staff memberships, and personal training. Click here to begin providing DocuBank.
See complete information about DocuBank: Emergency Access to Vital Documents.
NAEPC members and members of affiliated local councils are eligible for substantial discounts when enrolling clients in DocuBank. With these discounts, the enrollment fee is currently $20 per person for 1 year and $60 per person for 5 years of membership (published rates are $55 and $175, respectively). Click here to begin providing DocuBank.
Special Offer for attorneys: New attorneys can prepay for their first ten 1-year client memberships for $99. This is a savings of $80.
A Special Council Meeting Offer. Do you have advance directives on your meeting calendar? Invite us to attend remotely and offer a 20 minute web or phone presentation of DocuBank as part of your next council meeting – we’ll treat your council to lunch. Contact us for details.
All Language Alliance, Inc.
All Language Alliance, Inc. is a legal translation agency you can trust to provide certified translation services, official document translation services, Apostille translations, medical translation services, legal document translation services, in-person deposition interpreting services, remote Over the Phone and video deposition interpretation services via Zoom, technical translation services, and court certified translation services into more than 100 languages.
Legal document translation services are available from any foreign language to English, and from English to any foreign language.
Legal document translation pricing is document- and deadline-specific. NAEPC members should email the foreign language document to firstname.lastname@example.org mentioning discount code "ALA10NAEPC" to receive a quote that includes a 10% discount. Once the quote is accepted, All Language Alliance will provide an online payment link to get the process started.
Arcadia Art Consultancy
Arcadia Art Consultancy is a full-service, tangible asset management firm that specializes in appraisal reporting, advisory, and collection management services for private collectors of fine art and other luxury assets. Uniquely positioned within the realms art, finance, and the law, Arcadia Art Consultancy can handle the most complex matters for high net worth clients.
The firm writes thoroughly researched and well-reasoned appraisal reports for such purposes as charitable contributions, equitable distribution, estate tax liability, gift tax liability, imminent sale, insurance coverage, damage and loss claims, and probate and also provide comprehensive art advisory and collection management services to help private collectors effectively buy, manage, and sell impressive collections of fine art and other valuables.
NAEPC members receive a 12.5% discount on professional services. Interested members can either complete a new client form at www.arcadiaappraisals.com/naepc-member-benefit or email email@example.com, referencing the NAEPC discount in the email.
BAU Print & Mail Inc.
BAU Print & Mail specializes in full service seminar marketing. For the last 22 years, the firm has been focused on helping its clients grow their business. They know the importance of expanding your client base and the challenges this goal presents.
BAU is here to make your job easier. They have the experience needed to get your dinner seminars filled with qualified prospects that you can meet in a casual setting and handle all aspects of your seminar planning, including: leads, invitation design, printing, mailing, and RSVP services. With seminar topics ranging from estate planning, social security, retirement, to taxes, long term care and many others, BAU Print and Mail successfully markets all types of seminars.
What they do:
- Free Seminar Coaching.
- Design and mail custom invitations and tickets for each seminar.
- Provide targeted mailing list with our List Management System. (Radius, Age, Wealth Estimate, and Home Value)
- Manage incoming reservations and making outgoing reminder calls.
- Reservations can be made online, QR Code or by calling your individual 800 number.
- A live receptionist is available 24/7 to take reservations.
- Daily access is given to our website to check attendance.
- All printing is done in-house and can accommodate a quick turn around.
BAU is offering NAEPC members a $.02 discount as well as 11% off your first seminar. To take advantage of this offer, please contact Melissa Schlesinger, MBA to get started at firstname.lastname@example.org or 910-343-0512.
CardConnect - Merchant Account Services for Councils and Members
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 CardConnect – a leading provider of processing services to the legal and accounting industry.
NAEPC benefits with CardConnect:
Qualified swiped transactions rates as low as 1.55% + 20¢.
Qualified non-swiped transactions rates as low as 2.25% + 20¢.
Customer Service Excellence
Support for you 24/7.
Legal and accounting associations have repeatedly made CardConnect their number one processing choice.
Free Mobile Marketing Solutions
Free Fan CONNECT account to help you send messages and reach your contacts instantly on their mobile devices.
For more information or for a no-obligation quote to obtain your merchant account and VAR sheet, please contact the CardConnect Team assigned to NAEPC,
- Rick Kallas - 312-728-5826 or Richard.email@example.com
- or visit https://cardconnect.com/partner/naepc
Make sure you mention the NAEPC to get your preferred benefits.
ConferenceAdit Meeting Services & Complimentary Hybrid Event Training
The COVID pandemic has caused everyone to re-imagine how to conduct business, and membership associations like your council are certainly no exception. This is especially true when it comes to hosting events. Remote and virtual meetings have become commonplace and will likely define the way organizations operate for the short term. Many councils are anticipating hybrid meetings as the next step in returning to normalcy when it is safe to do so, but also as a flexible way to meet the needs of members going forward.
As you start to think about your hybrid meetings, or simply want help with the production of ongoing virtual meetings, ConferenceAdit is here to help. With access to all of the popular online meeting providers, ConferenceAdit can meet your council's needs and provide the technology and support necesssary to provide a successful member experience.
- Go Live, Live & Virtual, or Just Virtual… No Problem
- Full Set Up, Speaker and Attendee Support
- Live Session Surveys
- Flexible Lead Time
- Recording Capabilities
- Cost Effective
- Multi-meeting Packages Available
- CE Tracking & Control, Reporting and Certificates
Join the growing number of councils that have uncovered the secret that is ConferenceAdit! Contact Steve Buscema to learn more about the ConferenceAdit Suite of meeting services.
978-208-9388 / firstname.lastname@example.org
Considering a hybrid meeting, but unsure how your council's leaders or staff executive will be able to be in two places at once?
We’re here to help! ConferenceAdit has partnered with NAEPC to provide a complimentary webinar titled “Best Practices: Planning & Execution of Hybrid Meetings.”
Attend one of the upcoming group webinars to demystify the process and learn hybrid event basics, including:
- Pre-Event Best Practices, including Speaker Communication and Checklists
- Which Technology You’ll Need to Make it Work
- Technical Tips & How to Set the Stage for the Best Visual Experience
- East-to-Follow Diagrams for Room Set Up, Whether the Speaker is In-Person or Remote
Webinar Dates & Times
Tuesday, May 18 at 4:00 pm ET
This event is recommended for Extra Small & Small Councils
Thursday, June 3, 2021 at 12:00 pm ET
This event is recommended for Medium, Large & Extra Large Councils
Can't wait for the webinar? No problem! Contact ConferenceAdit today to schedule one-on-one time with Steve Buscema.
978-208-9388 / email@example.com
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 firstname.lastname@example.org to learn more!
Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids (Consumer Publication)
Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids, debuted as the #1 Amazon bestseller in new releases for Wills/Estate Planning. It features 10 estate steps to create an estate plan, why it is critical to use an estate planning attorney, and 5 talks to have with your parents about the future.
This book addresses frequently asked questions, walks clients through the estate planning process, and affirms the clients’ decision to work with an estate planning attorney. Additionally, the book highlights 5 important discussions to have with aging parents regarding finances, medical concerns, aging, end-of-life care, and death.
Use this book as a marketing tool for your practice! Hand the book to prospective clients as an introduction to your estate planning services or give the book as a meaningful thank you to clients for their business.
Read reviews by estate planning attorneys:
- … estate planning attorneys would be wise to encourage their clients to read it. - Karrie Bunting, Esq.
- … highly recommended to anyone looking to get the process started! - Michael F. Brennan, Esq.
- … an indispensable guide for people responsible for both their children and aging parents. - Elizabeth J. Ferguson, Esq.
NAEPC members receive a 20% discount off the cover price of $14.99 plus FREE shipping by emailing email@example.com. Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!
High Quality Binders & Index Tabs for your Clients
Legal presentation binders contain important client documents. The binder should be a reflection of the quality of the work inside. Your clients will appreciate receiving their organized documents in our high quality Binders with Index Tabs.
Retirement Trust Portfolio
Special Needs Planning Portfolio
Gun Trust Portfolio
Everything But The House
Everything But The House (EBTH) is an estate sale marketplace with a large network of bidders that helps sellers maximize the value of their belongings. EBTH's full service model - organizing, photography, cataloging, and logistics - makes the estate sale, downsizing or liquidating process easy. It is also incredibly worthwhile in that proceeds are typically 3-5 times higher than a traditional estate sale. EBTH combines high-touch customer service with the reach of an e-commerce site, while helping families and attorneys across the United States deal with the difficulties of estate settlement.
NAEPC members that refer their clients to our special NAEPC URL, will ensure that their clients receive a $100 rebate in the form of an EBTH gift card at the conclusion of a successful qualified estate sale through EBTH ($10,000.00 in value and above). This offer also applies to NAEPC members who require help downsizing or liquidating their possessions during any transitional phase in their lives.
Please visit sell.ebth.com to complete our consultation request form, and one of our wonderful representatives will contact the person whose information was provided.
Family Wealth Map
“Family Wealth Map” software provides a 360-degree view of your clients’ estates and creates alerts for important deadlines. Always have an accurate picture of your clients’ estates regardless of size or complexity. Have immediate access to the legal documentation of the estate and automatically updated financial account balances. Never loose track of due dates for items such as GRAT payments, Crummey notices, insurance renewals, license renewals,passport expirations, etc. And since alerts are linked to the related documents, you will not have to search for files you need.
Use as a Client Maintenance Program
Family Wealth Map is the perfect foundation for a Client Maintenance Program, leading to stronger relationships with clients and the family members. The ability to view the content and structure of the client’s estate, along with all related documents, allows for real-time due diligence and potential issue spotting. Access to complete and current information, which is clearly displayed on one dashboard, facilitates continual and comprehensive reviews of client estate plans and current asset information.
Security and Privacy
Each of our clients receives a complete security briefing where we detail the key security measures protecting their confidential information. All data is encrypted from end-to-end, during transit and at-rest, providing a highly secure environment. We utilize dedicated servers at a national, highly secure, and high availability co-location facility that provides around the clock monitoring, maintenance, and supervision of our servers. Full backups are performed weekly with incremental backups daily.
Full Concierge Service
We provide full concierge services to get your firm up and running fast. Our professional staff is ready to assist in the creation and maintenance of your clients’ accounts or “Map”. We offer a personalized service that can build the structure of the Map, assist in creating the net worth statement, populate the document files, and train you and your staff to do the same. We are always available to ensure that Family Wealth Map meets and exceeds your expectations.
NAEPC members receive a 10% discount. Simply email us at firstname.lastname@example.org and let us know you’re a NAEPC member.
WATCH OUR VIDEO
For more information, visit our website at www.legalaggregation.com.
FinancialAdvisors.com is a leading source of information for consumers seeking an independent financial advisor. Our videos, blogs, and podcasts provide consumers with knowledgeable content about the wonderful world of money.
For Advisors, the platform offers:
- Premium profiles, a 50+ data point informational account of the financial advisor that includes personal and professional data, photos and videos, social media sites, website information, and just about anything else a consumer would be interested in knowing when choosing their financial advisor. Please click here to view an actual profile.
- Turnkey Advisor Marketing Systems (TAMS), which consists of reputation management, automated lead generation, and local SEO dominance.
- Website Solutions packages that include a website as a service option, and both starter and custom-made WordPress sites.
TAMS marketing packages work in sync with Premium profiles giving an advisor a very powerful way to market their services to consumers. We are the only marketing company in the financial services industry to offer such an integrated plan to assist advisors in building their business.
NAEPC member pricing is $15.95 per month for a Premium profile (paid annually), compared to the regular fee of $19.95 per month.
For more information regarding Premium profiles and Advisor Marketing Services, please call 888-689-9650 and speak with Ken Tucker, making sure to indicate that you are a member of NAEPC and should receive the discount.
Florida Domicile Handbook: Vital Information for New Florida Residents
The Florida Domicile Handbook: Vital Information for New Florida Residents
Have clients living part-time in Florida? The Florida Domicile Handbook is a must-have guide for you to use when educating your clients on the benefits of living in Florida and taking advantage of the tax-friendly climate. This resource explains how to live comfortably and thrive financially in Florida and is packed with sound advice on the many financial benefits of Florida domicile. Plus, there's no other book currently on the market that also provides colorful facts and useful data on everything a new resident needs to know to make the most of their new life in the great Sunshine State. Written by NAEPC member E. Michael Kilbourn, and estate planning attorney Brad Galbraith, The Florida Domicile Handbook, is a great way to enhance your client education efforts.
NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order.
Heart2Hearts: Workbook and Deck of Cards
The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.
About the Heart2Hearts™ Deck of Cards
"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.
About the Heart2Hearts™ Workbook...
Illness, death and dying are not topics that we like to broach. How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.
In this workbook your clients will discover how easy it is to:
- Overcome fears
- Discover feelings regarding their loved ones
- Improve communication
- Share where important financial and legal documents are kept
- Determine what is important to their quality of life
- Ensure that their wishes will be followed
NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.
LeadingResponse - Smarter Client Acquisition for Better Business Results
Leading Response is the largest data-driven marketing services company, providing targeted print advertising, social media marketing, and digital advertising to boost client acquisition for estate planning attorneys.
Having marketed close to 600,000 consumer-focused events, the Leading Response seminar event marketing program has generated over 17,500,000 consumer reservations and 800-1,200 campaign mailings per month. The success of the Leading Response social media event marketing is fueled by a second-to-none "look-alike" database of over 112 million consumer contacts. Because of this, clients are assured to get in front of the qualified prospects in their area who need their services. The Leading Response team prides itself on not only having unique industry insight from 25 years of event marketing, but world class consulting and customer service as well.
NAEPC members and members of affiliated councils are eligible for a discount on direct mail marketing programs through September 30, 2021. To learn more contact Josh Danielson, making sure to mention NAEPC.
Josh Danielson, National Marketing Consultant
P 813-885-8231 | F 813-889-4524
Legacy Talks Client Enrichment and Acquisition Program
Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.
As boomers enter their legacy years you can differentiate your practice as a Transformational vs. Transactional Advisor.
My Perfect Will
My Perfect Will is a comprehensive organizer to help you record, in detail, your personal, medical and financial information in addition to your final wishes. My Perfect Will provides your loved ones with important information, instructions and directions; in an all-in-one inclusive guide that is beautifully packaged with easy to understand forms, printed on high quality, glossy, archival paper. My Perfect Will is practical planning guide designed to accompany your Last Will and Testament, Living Will or Trust when consulting an attorney.
- Vital Information Stored
- Plans Recorded
- Desires Determined
- Powerful Profile Created
- Legacy Established
Online Learning Opportunities Offered by
The Legacy Companies, LLC
IGNITE Online Learning Program
The fundamental success requirement of any advice-giver is your ability to generate powerful relationships in a short amount of time when you first connect with new opportunities. If that’s not daunting enough, you have to do it in a business climate of skepticism, restrictive compliance, and high competition. That’s why Legacy created the IGNITE program.
- A 4 Decision System™ that will steer the progression of your relationship with current and potential clients
- A battle-proven way to confidently answer the question, “What do you do?”
- An Approach Talk™ that will pull you out of the commodity trap, and result in a clear engagement decision by your potential client
- Clear language that will show your potential client, why they should become a client for life
- An Engagement Agreement that will accelerate the opportunity forward
- Legacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.
LAUNCH Online Learning Program
LAUNCH is designed with a single purpose: install a new process for engaging with future and current clients so that you can have the business, the clients and the kinds of engagements you want.
You will complete LAUNCH with:
- A proven, 4 Decision System™ for engaging with future and current clients in a powerful, efficient and systematic way
- A new way to introduce yourself to potential clients, and to teach others to introduce you so that you get more referrals, and that they are the kinds of clients you want
- An advanced Approach Talk™ designed to make securing new business more engaging, more fun, and get you quickly aligned with your prospects' greatest priorities
- A new perspective on how Trust works and how you can help nurture it
- A system for creating Goal Clarity to permanently address one of the invisible points-of-failure in client engagement
- Our GISOR™ Model for ensuring clients commit to their goals before you solve them
- A method to articulate Goal Achievement, how you’ll help your client achieve their goals and have the compelling future they want
- A web-based application to capture what you gather in your expanded Discovery, prepare compelling reports for your clients, and help your team keep cases on track
ECHO Online Learning Program
When families make decisions based on your recommendations, the results will echo long into the future. Their decisions become part of your legacy and theirs. Someone will serve your client for generations; we think it should be you. But one of the greatest risks to the advice-giving business model is a lack of generational reach.
- A powerful new way to capture your clients’ ideal future for themselves, their wealth, and their family
- The ability to discover and document shared family values, across generations
- The method to create a meaningful family financial philosophy (mission statement)
- The ability to actually engage the next generation and create relationships that will stick
- The ability to capture the family story (the story that holds them all together) through a turnkey biographical interview process
- The process for confidently hosting family meetings, including agenda’s and exercises
- The knowledge of Why, When and How to introduce a family wealth counselor
- The ability to create one-of-a-kind client documents using our web-based application
LINK will put the power of our 5 Best Practices of Collaboration in your hands, at your fingertips, so that you stay in the driver’s seat, lead, and win the day for your client.
Ruby builds great relationships, from great first impressions to lasting loyalty. Available 24/7/365, our live, US-based virtual receptionists answer calls so you can focus on your firm, while our chat specialists are ready to connect when current & potential clients visit your website. 10,000+ business owners trust Ruby with front-line communications because our goal is to enable connections in all parts of the consumer journey—from lead capture and transactions to building trust and providing ongoing support. Ruby is the best teammate you’ve never had!
We answer with your custom greeting, delight callers in English and Spanish, transfer calls through to you live when you’re available, takes messages or offer voicemail when you’re not, collect intake, answer FAQs, make outbound calls and more! Our powerful app gives you flexibility and information at your fingertips – while our receptionists make you look good. And our integrations with Clio, Rocket Matter, and Lexicata (Clio Grow) help streamline your client communications.
Online Chat Service
You’ll be building loyalty with real people, ready to engage in real conversations, that are fully trained in the details of your firm. Anytime, anywhere, we’re ready to chat and connect with your clients. Never miss an opportunity again. Ensure privacy that your firm and your clients can count on with opt-in HIPAA compliant live chat services. As a member of the Nevada State Bar Association, you’ll receive an 5% discount on all monthly plans!
NAEPC members receive a lifetime 6% discount on all plans - to learn more, call 855-519-1963, or visit us at ruby.com/naepc
Sterling Cut Glass - Special Discounts on Award Pieces
Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!
Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.
Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.
Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.
Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 859-283-2333 ext.102 to place your order. Please reference "NAEPC Council Discount Program" when calling.
The Charitable Planning Desk Reference for Advisors
The Charitable Planning Desk Reference for Advisors® (CPDR), now in its 5th 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 5th 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;
NAEPC members are eligible for a 10% discount on the digital version of the Charitable Planning Desk Reference for Advisors® by entering discount code NAEPC10 at checkout.
The Ultimate Estate Planner, Inc.
The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.
What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.
The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:
- Practical Educational Teleconferences and On-Demand Programs from Some of the Nation’s Leading Experts
- Unique & Breakthrough Legal Document Forms
- Tested & Proven Seminar Marketing Packages
- Practice-Building Packages to Help Your Firm Run Efficiently
- Books, CDs, DVDs and Calculators
- FREE! Publications, Podcasts, Charts & Reports
- Information on Upcoming Events in the Industry
- Personal Coaching & Consulting
- In-Depth Practice Development Training for Estate Planning Attorneys
- And much, much more!
The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.
For more information, log into the Members Only section.
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!
Zola Creative Media
The Proven Leader in Online Marketing for Estate Planning Attorneys
Since 2007, Zola Creative has helped hundreds of estate planning law firms build a powerful and highly effective online presence. We take a holistic approach to online marketing, offering a full suite of services designed to help you build a powerful web presence that not only attracts new visitors but converts them into paying clients.
NAEPC members receive $500 off the design fee of a custom website or ongoing marketing plan.
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.