National Association of Estate Planners and Councils

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. 

>Learn more about the LINK Online Course in Collaboration

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.  

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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.

Follow ACTEC on LinkedIn, Facebook, Twitter, and YouTube to stay up to date on estate planning information.

Learn more about ACTEC, benefits available to members of NAEPC, and additional resources available to wealth management professionals.

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. 

 

 

 

 

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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:
 

New podcasts are also announced weekly on LinkedIn, Facebook and Twitter

Learn more about ACTEC, benefits available to members of NAEPC, and additional resources available to wealth management professionals.

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.

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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. 

 

View supported languages

Learn more about deposition interpreting services

Learn more about legal document translation services

Find answers to many practical questions about working with legal translators and deposition interpreters at the legal translation company's blog  

Learn more about the role of foreign languages, cultures, certified document translation and deposition interpretation services in the practice of law by visiting Translation for Lawyers 

Legal document translation pricing is document- and deadline-specific.  NAEPC members should email the foreign language document to translate@languagealliance.com 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.

04/06/21

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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 kaitlyn@arcadiaappraisals.com, referencing the NAEPC discount in the email.

01/18/19

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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.

Download the BAU Print and Mail Informational Flyer to Learn More

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 melissa@baumail.com or 910-343-0512.

08/25/21

 

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CardConnect - Merchant Account Services for Councils and Members

Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by CardConnect, a Fiserv company (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 CardConnect – a leading provider of processing services to the legal and accounting industry.

NAEPC benefits with CardConnect:
Preferred Rates
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.  

Unmatched Experience
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,

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

03/01/18
                                                                                                                                                                           

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ConferenceAdit Meeting Services & Virtual Event Production Services

ConferenceAdit has transformed how continuing education tracking and reporting is managed and has been assisting NAEPC since 2017… now they stand ready to help your council become more organized and efficient!

The firm offers attendee-friendly attendance & continuing education credit tracking and reporting, a digital program book with optional sponsor and exhibitor integration, course-level surveys, and economical virtual event production assistance for the smallest to the largest councils while allowing the host to have full control over the experience.

CE Tracking and Reporting
Stop wasting time and money on manual reporting!  Members apply for CE and receive credit, right on their mobile device.

Course-Level Surveying
Dramatically increase attendee feedback by getting instant responses about the session.

Digital Conference Books / Online Hub
A significant savings when compared to printing, your council can offer an organized, polished and fully-branded hub with all event materials and the ability to include sponsors. 

Virtual Event Production Services
Meeting the needs of your members by providing virtual or hybrid events but still unsure about the technology?  This turn-key solution is cost effective and can be implemented with minimal lead time.  ConferenceAdit helps your board by handling tricky details remotely, including: speaker training, testing and full monitoring during the session, digital delivery of all conference/session materials, tracking of attendance, and capturing feedback.  

ConferenceAdit saves organizations and their attendees time, money, and frustration while delivering an exceptional attendee experience. Join the growing number of councils that have uncovered the secret that is ConferenceAdit! 

Contact Steve Buscema to learn more.  978-208-9388 / sbuscema@conferenceadit.com


The Buzz...

Watch this testimonial from Kit Mac Nee, 2023 President-Elect.  

 

"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 in-person Annual Conferences beginning with the 55th and has 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

11/28/22

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DocuBank
Immediate Access to Healthcare Directives & Emergency Medical Information - Anywhere, Anytime, 24/7/365

DocuBank provides instant access to advance directives & medical information and creates marketing opportunities for your firm. Find out more today.

Did you know that healthcare directives are unavailable in Electronic Medical Records more than 75% of the time?

You can make sure your clients and their loved ones have easy access to these vital documents by including a DocuBank Card in their estate plan. This handy card makes healthcare directives immediately available to hospitals worldwide 24/7/365 by fax and online. It also provides instant access to your client’s medication list, emergency contact information, allergies, medical conditions, vaccination log, medical history, and much, much more!

DocuBank has helped thousands of estate planning attorneys increase client retention by providing a low-cost, value-added service that clients appreciate. You can provide peace of mind for your clients and benefit from unique marketing features that reinforce your relationships with clients and generate referrals:

  • Your branding printed on client cards and correspondences
  • Clients see your logo and branding when they log in online!
  • Alert emails to family generate referrals for next generation business
  • DocuBank renewals can be a tangible addition to your client care or maintenance program

It’s easy to start protecting your clients with DocuBank! You’ll receive free brochures, sample cards, and personal onboarding for you and your team to help you add DocuBank to your firm’s workflow.

NAEPC members and members of local councils are eligible for a 63% discount on DocuBank! A one-year membership is just $20 per person (retail rate $55). Click here to set up your firm’s free account.

For more information, call 610-667-3524 or send them an email.


Watch the DocuBank Explainer Video to Learn More!

DocuBank Explainer Video from DocuBank on Vimeo.

01/28/22

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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 catherine@hodderink.com. Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!

 

 

 

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EstatePlanningBinders.com

High Quality Binders & Index Tabs for your Clients

Legal presentation binders contain important client documents.  The binder should be a reflection of the quality of the work inside. Your clients will appreciate receiving their organized documents in our high quality Binders with Index Tabs.

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

07/25/17

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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

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Financial Service Professionals Directory

The Society of Financial Service Professionals has recently launched a Financial Service Professionals Directory and NAEPC members have an opportunity to be included at a 50% discount!

The directory quicky and easily allows consumers and other professionals to:

1. Search Members

Use the website to search members by specialty or location. It's easy to search and find top-rated financial service professionals.

2. Connect

Contact members for more information. 


NAEPC members can participate by using discount code "fspdir22n" at the time of registration.  The NAEPC member rate is $150/year. Get started today.

Please contact the Society of Financial Service Professionals for questions about the directory.

07/28/22

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FinancialAdvisors.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:

  1. 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.
  2. Turnkey Advisor Marketing Systems (TAMS), which consists of reputation management, automated lead generation, and local SEO dominance.
  3. 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 Jim Eckel, making sure to indicate that you are a member of NAEPC and should receive the discount.

09/01/21

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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.

08/13/18

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Heart2Hearts: Workbook and Deck of Cards

The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.

About the Heart2Hearts™ Deck of Cards

"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.

About the Heart2Hearts™ Workbook...

Illness, death and dying are not topics that we like to broach.  How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook  helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.

In this workbook your clients will discover how easy it is to:

  • Overcome fears
  • Discover feelings regarding their loved ones
  • Improve communication
  • Share where important financial and legal documents are kept
  • Determine what is important to their quality of life
  • Ensure that their wishes will be followed

NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.  

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

02/15/17

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James E. Hughes, Jr. Foundation

The James E. Hughes, Jr. Foundation (JEHJF) was formed in April 2020 as a way to extend the lineage of Jay’s life’s work and that of his father, James E. Hughes, Sr., by providing high-quality, vetted articles and books related to the subject of helping families flourish to as many estate planning professionals as possible on a complimentary basis and has teamed up with NAEPC for this purpose.

Sign up for the The James E. Hughes, Jr. Foundation newsletter HERE.

Read our current hidden gem, "The Blob: How Culture Eats Structure for Breakfast" authored by Matt Wesley.

A word from Jay Hughes... This first version of this gem was written in 2014 and I immediately knew this concept was extremely important for our field. Given our Foundation’s recent partnership with the Drucker Institute and Matt’s emphasis on Peter Drucker’s organizational development theory that “Culture eats strategy for breakfast” this felt like the perfect time to share this piece. Matt has revised his original paper honing in on what he has learned over the past 9 years.


More About James (Jay) E. Hughes, Jr., Esq.

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co- author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website www.jamesehughes.com.  

He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish.

He is a member of the Advisory Board of Arlington Partners, the Chair Emeritus and  Chair of Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, Founding Member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, Director of the Learning Courage Foundation, Standing Committee Member of the HS2 Foundation, Emeritus Trustee of The Far Brook School, Emeritus Trustee of Prescott College, former Trustee of the Albert and Mary Lasker Foundation, Board Member of the Hemera Foundation, and Board Member of the Robert H N Ho Family Foundation.

He has spoken frequently at numerous international and domestic symposia on the avoidance of the “shirtsleeves to shirtsleeves” proverb and on the dynamic growth of families’ human, intellectual, social, spiritual, and financial capitals toward their families’ flourishing.

He has authored various Forewords to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.

Jay is a graduate of the Far Brook School (Class of 1956) which teaches through the Arts, The Pingry School (Class of 1960), Princeton University (Class of 1964) and The Columbia School of Law (Class of 1967). He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Family Wealth Report Lifetime Achievement Award.

Reprint permission for each piece secured by The James E. Hughes, Jr Foundation.

Prior Hidden Gems

The Family Focused Office” authored by Scott Peppet
The Journey Towards Governance for a Family Enterprise: Aligning Multiple Values and Priorities to Develop Family Capital” authored by Dennis Jaffe

01/12/22

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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
joshd@leadingresponse.com

07/06/2021

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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.

In just 42 minutes you’ll learn how to deliver a Legacy Talk interview that reveals a person’s values system, boosts quality introductions, and competitor-proofs your practice.

As boomers enter their legacy years you can differentiate your practice as a Transformational vs. Transactional Advisor.

Receive a 20% discount as a NAEPC member, which will be detailed during a 20-minute demonstration with LegacyStories.com co-founder, Tom Cormier.  Book your demonstration today!

08/13/18

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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
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Online Learning Opportunities Offered by
The Legacy Companies, LLC

NAEPC is happy to offer our members a 10% discount on several online learning programs provided by The Legacy Companies, LLCLegacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.  Be the next to have the clients, the business, and the life you want!
 
To learn more about all of these courses and to enroll, visit the online informational page.  Enter NAEPC10 when prompted to obtain the NAEPC discount.

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.

IGNITE equips you with a system for connection: Specifically, you'll master:
 
  • 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.

When your current clients die, and both the decisions and assets move to the next generation, those clients will leave you and move on to their own circle of advisor relationship. And it’s worse. 70% of estate plans fail and cause the family to lose their wealth because of family cohesion challenges: they fight, and then go broke.
 
You will complete ECHO with:
 
  • 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. 

> Learn more about LINK

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Ruby

Double billable hours & limit interruptions.

Did you know missing 5 calls a day could cost you $475?

You don’t have to choose between billable hours and growing your firm. In this guide, you’ll learn how a virtual receptionist can build client trust and give you time back.  

Download the Guide here.
 


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. 

13,000+ 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!

"Hear how Ruby is helping legal professionals grow their law firms."

Receptionist Service 
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 NAEPC, you’ll receive a 6% 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

01/28/22

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Special Needs Map, LLC

Special Needs Map, LLC is a unique, powerful tool for financial advisors, estate planning attorneys, life insurance agents, and other professionals. It helps estimate how much money their clients may need to leave their child someday upon passing. The tool was created by a team of financial advisors with a decade of experience in the special needs realm to make special needs planning accessible to all professionals who want to be able to give sound advice in special needs planning situations.

Watch this brief video about the services provided by Special Needs Map, LLC.

NAEPC members are entitled to a 25% discount.  Please use coupon code NAEPC101 during the sign up process.

Questions can be directed to info@specialneedsmap.com.

12/22/21

 

 

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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.

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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.  

> Learn More and Order

01/09/19

 

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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

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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:

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!

07/27/21

 

 

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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.

11/22/19

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