National Association of Estate Planners and Councils

Complimentary Resources


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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FinancialAdvisors.com

The FinancialAdvisors.com platform for Independent investment advisors and tax/accounting professionals provides the most comprehensive profile in the financial advisory industry. With over 50 data points, the Premium profile will add value to your marketing plans. Individuals seeking financial guidance will find the FinancialAdvisors.com marketing platform highly informative and easy to navigate, ensuring a pleasant experience that facilitates the lead generation process. 

FinancialAdvisors.com offers two profile types.

  • A complimentary Basic profile allows you to join the community and get familiar with the platform. Share your name, contact information, personal bio, profile photo, company name, company bio, company logo, company website, CRD numbers, disclaimer, and reviews.  See a sample Basic profile.
  • A Premium profile offers all the Basic features plus those listed below for only $9.95 per month.  This option maximizes your potential for attracting individuals seeking your assistance and includes essential marketing tools.  See a sample Premium profile.

Personal Introductory Video
Preferred Client Type
Professional Designations
Publications Featured In
Published Articles
Specialties
Methods of Compensation
Podcast URL Social Media Networks
Languages Spoken
Affinity Groups
Blog URL
Education
Experience
Honors and Awards
Activities and Hobbies
Resume
Veteran Status
Membership Associations
SEC/CRD/License Verification
Volunteer Experience
YouTube Channel URL
Image Gallery
Accomplishments

NAEPC members are eligible to take advantage of the Premium profile rate of $9.95 /month paid annually for two years following their registration date. To sign up for this special guaranteed rate, please visit Advisor Sign Up.

04/08/21

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HeirSearch

Significant concerns have been expressed over the years by the legal profession and consumers about the percentage fees, or “contingency fees,” charged by some heir locator firms. Many heir locator firms, or “heir hunters,” may use questionable, high-pressure tactics to obtain excessive percentage fees of inheritances. In order to protect their fees, heir hunters often withhold the name of the deceased, and even the amount of the inheritance, until the heir agrees to sign a contract. This means heirs are asked to sign away an unknown amount, sometimes as much as 50% of their total inheritance. There is A Better Way™.

HeirSearch research experts work with executors, administrators, trustees, fiduciaries, bank and trust officers, and their counsel to establish kinship for legal purposes. Since 1967, we’ve used forensic genealogy, an analytical research method, to successfully complete tens of thousands of worldwide searches.

Our five-pillar approach ensures reasonable, non-percentage-based fees, authorized search services, a 97% success rate, documented court-ready reports and worldwide service.

NAEPC members can receive a complimentary copy of the HeirSearch Laminated Consanguinity Chart (showing degrees of relationship by blood) by contacting 1-800-663-2255 or visiting HeirSearch.com/free-chart. The Laminated Consanguinity Chart is a great resource to reference when meeting with clients or to use as an educational tool in seminars.

Visit our website at HeirSearch.com for more information.

09/10/19

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