Annual NAEPC Advanced Estate Planning Strategies Conference
The Annual NAEPC Advanced Estate Planning Strategies Conference has truly become the "go-to" event for estate planners from across the country and is available to every single member of every estate planning council, as well as non-members. An exciting line-up of nationally-recognized speakers coupled with fabulous locations and competitive registration fees make this signature annual event one that is not to be missed.
To learn more about the conference, please visit our website.
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.
NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is NAEPCs web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication and to subscribe to direct notification of future issues.
Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the flagship benefits of membership in NAEPC. Each quarterly publication includes featured content and newsletters from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information.
Make sure you're one of the first to know when a new issue is published by subscribing today! The subscription link is found on the right panel of the page.
Ideas for future content or requests for publication may be submitted to firstname.lastname@example.org.
Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure). The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.
Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
- $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
- $60 / member of an affiliated local estate planning council or at-large member of NAEPC
- $100 / individual non-member
- $250 / council meeting or group gathering (council dues must be current at the time of registration)
Please visit our website for more information, including the availabilitly of series subscriptions.
2nd Annual Virtual Purposeful Planning Symposium
February 8 - 10, 2023
A Better Way, A Better Process, A Better Practice Is Within Reach
The Purposeful Planning Symposium brings together nationally renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning, so you can make meaningful changes that will improve your practice and client relationships.
The Purposeful Planning Symposium provides 3 half days of virtual programming for those who are interested in learning more about how Purposeful Planning can increase client satisfaction and improve planning outcomes, while accessing high quality CE content with nationally renowned speakers.
Learn more about the program by visiting https://purposefulplanninginstitute.com/symposium. Use promo code NAEPC to obtain a 20% discount on the registration fee.
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.
Ahrens Technologies, LLC, Innovative Website Solutions
Ahrens Technologies is a market leader in developing websites for estate planners. Clients include hundreds of law firms serving the estate planning needs of seniors and families, large estate planning membership organizations, and non-profit organizations serving our communities. The common thread of all of our clients is their commitment to serving and enriching the lives of their community.
Our unique website development process ensures that our clients are always communicated with and their goals for the website are exceeded. Common features of our websites include:
- Integrated Blog Page
- Custom E-Newsletter Delivery
- Event and Seminar Management
- Secure Client Document Storage
For a complimentary website review and to learn about our significant discounts for NAEPC members, Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.
NAEPC members are eligible to take advantage of a 25% discount on pricing. Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.
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 email@example.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.
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 firstname.lastname@example.org, 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 email@example.com or 910-343-0512.
Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller
Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies® provides in-depth tax analysis and strategic counsel, while offering the ultimate in readability, by connecting well-known motion pictures to practical estate planning and compliance. These connections create great reminders of significant strategies or law, making the tax law fun.
Underlying the cinematic connections, the author shares his best practice tips from a career of preparing, reviewing, and defending estate tax returns, and his greater than 25 years of teaching experience for tax professionals.
This treatise explores the nuances of law and procedure that enter into the preparation and defense of Form 706, including:
- Expanded coverage of portability elections
- Illustrated estate tax returns
- Maximizing valuation discounts and deductions
- Protecting FLPs and FLLCs
- Securing best appraisal results
- Tips to avoid audits
- Pointers on GST reporting
- Cautions and help for fiduciaries
- Warnings and opportunities from inconsistencies in the law
- Strategies for audits and appeals
- And much more!
Winner of the 2010-2011 Award for Outstanding Course Materials by the CalCPA Education Foundation.
Estate Planning At The Movies® is the registered trademark of Keith Schiller.
NAEPC members are entitled to a 20% discount on this publication, the promotion code can be obtained by logging in below and then navigating back to the benefit listing.
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.firstname.lastname@example.org
- or visit https://cardconnect.com/partner/naepc
Make sure you mention the NAEPC to get your preferred benefits.
Cloudia Assistant is not your typical CRM created for several industries. Cloudia was created for professional agents/agencies who need a constant flow of information for their prospects and, for retention purposes, their clients.
Cloudia was produced to bring business to you and help you retain that business once obtained. Whether your lead is hot or just bought from someone else, Cloudia will continue keeping you in front of that prospect until they want to try something different and when they become hot again, you are the person they remember and trust, especially when the last time they searched for information they received 50+ calls from other agents. Now, you will be the only one to call; and you know it is much easier to sell when someone is calling you instead of you calling them.
Several managers utilizing Cloudia Assistant, with their many distractions (recruiting, training, management reports, meetings, etc.) no longer make cold calls. They have so many people calling them they have no time for cold calls and yet, remain the top producers for their respective companies.
Cloudia Assistant offers the following powerful features for professionals:
- Best Drip Marketing rates available with multiple concatenating campaigns working simultaneously
- Lead Tracking and Organization based on the folder setup of your choosing
- Leaderboard and Shared Folders for Group Motivation and Teamwork
- Customizable Viewing of Data the way You Want to See It
- Automated Commission Calculation system
- Quote Engine (for Health related products)
- Free Training and Technical Support
- Data security like no other: Managers can't take agent's lead; agents can't take company leads
- Marketplace to Purchase Leads from various integrated Lead Generation companies
- Integrated Predictive Dialer and Soft Phone (additional expense)
One of the greatest features of Cloudia Assistant is the price. At only $29.99 per seat, out of the thousands of CRMs available, there is nothing even close to Cloudia’s value at the professional level and we haven't raised our prices in 5 years..
Call 817-778-4508 or e-mail email@example.com for more information, demo or Click Here to Sign-Up for a free 15 day look. Please place “NAEPC” in the field “Referred by” and you will receive 30 days free trial.
CollectorIQ is the most efficient, cost-effective and objective tool giving fiduciaries and other advisors around the world the ability to track this large component of owned wealth.
We offers proprietary data, valuation, and liquidity tools that combine traditional collection management with data aggregated from thousands of sources in real-time and analyzed instantly to provide accurate value trends. CollectorIQ's deep public and private data allow collectors and advisors to make better planning and buying and selling decisions with instant auction price comparables and sale trends. Its iOS application enables users to have collection access anywhere.
Security and privacy are of paramount focus. We employ bank-level digital security and are the only platform currently deployed at major financial institutions in the U.S. and Europe. That’s why institutions and collectors have entrusted over $8 billion in collection assets to CollectorIQ.
NAEPC members receive a 20% discount off of annual software subscription fee for the Advisor product. The offer is good for 1 year only for new subscribers. Interested parties should email firstname.lastname@example.org and reference the NAEPC discount in email.
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.
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 / email@example.com
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
Disinherit the IRS
Help your clients Disinherit the IRS
In today’s competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.
Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.
Education is a key factor in marketing to these sophisticated clients. But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.
That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014. Written by NAEPC member E. Michael Kilbourn, and estate planning attorney Brad Galbraith, The Florida Domicile Handbook, is a great way to enhance your client education efforts.
NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order. After visiting http://www.kilbournassociates.com/disinherittheirs.html, input “NAEPC” to receive the 25% discount during checkout.
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!
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 firstname.lastname@example.org. Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!
Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, By Deborah L. Jacobs
A lawyer and award-winning journalist makes readers more comfortable addressing a stressful topic. This book can educate clients before and after they meet with advisers. Estate Planning Smarts stands out from other books on this subject by:
• Explaining complex principles in simple terms
• Humanizing estate planning, with anecdotes about the estate plans of Paul Newman, Michael Jackson and others
• Including an action-oriented “to-do” list at the end of each chapter
• Recommending against a do-it-yourself approach, encouraging readers to seek professional advice and offering suggestions about how to find it
Here’s what reviewers have said about this wonderful resource:
“A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order.”
– The Wall Street Journal
“This is a category killer: a book so good there’s no need for anyone else to cover the same material.”
– Kaye Thomas, tax lawyer, author, founder of Fairmark.com
“Simple—but not simplistic— this is a book you can feel comfortable giving as a business generating action oriented holiday gift.”
– Steve Leimberg’s Estate Planning Email Newsletter
While the estate tax is in flux, Estate Planning Smarts has another virtue: Jacobs issues updates that can be downloaded from the book's Web site, www.estateplanningsmarts.com, and tweets at http://twitter.com/djworking.
LIMITED TIME OFFER! NAEPC members may purchase this book at 20% discount from the list price of $24.95.
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
Everplans is a life and legacy platform that helps you and your clients gather all of the important information, documents and wishes that they might need in case something happens to them. This includes wills, life insurance policies, and health care directives, in addition to online accounts, letters to friends and family, and much more.
With Everplans Professional, you can expand your role with clients, and create additional opportunities for your business.
Everplans Professional Key Features:
- Secure cloud storage for client’s vital documents, wishes and information
- Unique sharing technology so clients can pick and choose which information to share with different people in their lives
- Custom co-branding for you and your firm
- Attorney dashboard to keep track of client activity
- Ability to pre-populate client plans with critical information to get them started
- Thousands of proprietary and educational articles, checklists and resources
For more information and special NAEPC pricing, contact an Everplans Professional representative at 844-362-7526 or visit our special page on the Everplans website. Please make sure to alert the representative you are part of NAEPC.
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 Business Magazine
The Family Business Difference
Family Business Magazine is the leading authority on running a successful multi-generational family business or family enterprise. Now in its 32nd year, Family Business publishes six print issues a year and reaches over 30,000 readers per month on www.familybusinessmagazine.com with important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies.
Family Business also produces 5 conferences a year— Transitions Spring, Transitions Fall, Family Business NextGen Summit, Transformational Women in Family Business, and Family Business Legacy & Wealth, as well as The Private Company Governance Summit. Please check their website for dates.
Family Business’s searchable archive is available to subscribers as part of their subscription. And, the Family Business weekly e-newsletter has become an essential news source for more than 18,000 opt-in subscribers and is sent free of charge.
Family Business Magazine would like to invite all members of the National Association of Estate Planners & Councils to become subscribers at the special discounted yearly rate of $59.00 for all 6 issues, plus unlimited online access to the archives and the free e-newsletter. You can sign up for a subscription at https://www.familybusinessmagazine.com/individual-subscription-page and the discount code is available after logging into the member-only portion of this site. Please contact NAEPC if you have any trouble with your user name and password to complete the process.
Each year, Family Business highlights Estate Planning for owners of family companies in a special supplement. Don’t miss the opportunity to receive these important issues.
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 email@example.com and let us know you’re a NAEPC member.
WATCH OUR VIDEO
For more information, visit our website at www.legalaggregation.com.
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.
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.
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 Jim Eckel, 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.
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.
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
Journal of Financial Service Professionals, the Official Publication of the Society of FSP
The Journal of Financial Service Professionals, the official publication of the Society of FSP and considered by many the most valuable benefit of membership in FSP, is now available to members of NAEPC at a special discounted price.
Each issue of the Journal delivers impactful information and results-oriented content you can apply in your practice immediately, including a column dedicated exclusively to estate planning topics. Contributors to the Journal are thought leaders and experts from the entire spectrum of financial services, reflecting the nature of your practice—which requires a collaborative, multidisciplinary approach to deliver the highest level of client service possible. Enjoy the Journal’s superior content in your choice of format; your subscription includes the print edition, online version, and digital edition which is designed to be read from your smartphone or tablet.
Subscribers to the Journal receive tremendous value: six issues per year, a study/discussion guide for each one, free access to programs based on Journal content, and access to archived issues going back to 2007. As a NAEPC member you get all those benefits at a 20% discount—just $104/year.
Take advantage of this opportunity to put cutting-edge knowledge to work for your clients now. You can subscribe here, or call 800-392-6900 (M-F, 8:30am-4:00pm ET) and tell FSP you’re a member of NAEPC who wants to subscribe to the Journal.
Klark Proposal Software, Inc.
Klark Software is a simple, proven point of sale tool that uses color graphics to clearly illustrate the value and benefit of life insurance to your clients. Since 1993 our program has featured a short learning curve, simple interface and minimal, customized output. In today's selling world of social media Klark Software's strength of simple concept selling is being greatly utilized in Skype, Webex and email presentations. The use of graphics in your proposal will make your sales process more efficient and help the client comprehend and retain the information presented. Easy to use, easy to understand. The simplicity of Klark Software is its strength.
The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated. Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact. By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios. Our “Cash Flows” proposal compares the three most common ways of funding settlement costs. A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods. A sample presentation of our Estate Planning Program can be found here.
Our Business Program covers the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. It helps educate your client about the business agreement and the role that life insurance plays in the agreement. Samples of our Business Program can be found here. The Personal Program encompasses the "kitchen table" presentations. It contains numerous proposals regarding Life Insurance, Disability, Long Term Care and Retirement. Samples of the Personal Program can be found here. Our software is updated in a timely manner to ensure accuracy and compliance. Training and support are included as a vital part of service to our customers.
Download NAEPC pricing here.
A 30 day demo of our Estate, Business and Personal Planning Programs is available for your review. There is no cost for the demo, no obligation and includes training. With the training you will learn how to navigate around the software and how proposals are used in the field. If you have questions, or interest in the demo, please contact our office at (800) 289-5774 or firstname.lastname@example.org.
What is Lawgic Wills & Trusts?
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.
Legal Binders Now (LBN)
Legal Binders Now (LBN) is proud to be a Value Partner with NAEPC. Legal Binders Now manufactures high quality presentation products for your clients, featuring our Premium Estate Planning Portfolio Binders. Our products, manufactured with the highest quality standards, will enhance your client presentation. LBN’s line of presentation products will keep your clients’ important documents and information organized and neatly stored for easy access at all times. And, our manufacturer-direct pricing will help you to reduce costs without comprising quality.
LBN’s presentation products are manufactured in our state-of-the-art facility located in the Heartland of America. We manufacture using only the highest quality materials and craftsmanship. Each and every one of our products will allow you to be confident in the professional image that you want to display to your clients. To personalize your presentation products, we offer the option of custom imprinting your firm’s information on all of our products.
As a Value Partner, we are pleased to offer special manufacturer-direct pricing on all of our products and for our custom imprinting options to all members of NAEPC and its affiliated local councils. Additionally, with each case of our premium or deluxe binders ordered, NAEPC members will receive 6 sets (1 case) of any of our stock line of Index Tab Dividers free with their purchase. Please visit our home page and click on NAEPC Members to create your Legal Binders Now account and access our NAEPC specials.
To receive your free Index Tab Dividers, select the divider set you want from the dropdown menu appearing with the binder. You can find detailed information about the dividers titles we offer by clicking on Dividers under the New Products tab on any page.
Please visit us at www.legalbindersnow.com to view all of our products available.
If you have any questions regarding our products, please contact one of our product specialists at email@example.com. We will be glad to assist you.
All of us at Legal Binders Now look forward to working with you!
Legal Directives, LLC
Legal Directives, LLC: Emergency Access to Healthcare Directives
Legal Directives, LLC partners with hundreds of estate planning attorneys and financial planners across the country to provide 24/7 access to clients' healthcare directives and emergency contacts. Their partner program is built to help client-focused estate planning, elder law, and financial planning practices thrive. Service is provided by electronically storing a copy of the client's healthcare directives and then making them available 24/7 by delivering a customized wallet card to the client with instructions for accessing the directives. In addition, we deliver a copy of the healthcare directives to your client's primary care physician.
Features of the Legal Directives Partner Program
- Customized wallet cards - your colors, your logo
- Delivery of wallet cards to your clients within two weeks of enrollment
- Branded fax delivery of healthcare directives to client's primary care physician
- Discounted enrollment rates for NAEPC members
- Support team dedicated to the unique needs of estate planners
- Complimentary client brochures
- Special partner pricing
- Customizable renewal dates for client memberships
- Complimentary memberships for partner and partner staff
NAEPC members are entitled to a 25% discount on pricing. If you'd like to learn more about how Legal Directives can contribute to your success visit www.legaldirectives.com/partner_program.php and complete the Partner Program Contact Form. You may also contact us Monday - Friday, 8:30am- 5:00pm ET at 866-363-4894 to learn about our NAEPC partner benefits.
Leimberg Information Services (LISI) Subscription
Members of affiliated local estate planning councils that elect to sign up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!
WHY IS LEIMBERG ACCESS IMPORTANT TO YOUR CHAPTER?
Your members will have unlimited (24/7/365) access - through your chapter's website - to Leimberg Information Services' huge data base of cases, rulings, legislation, and much more at www.leimbergservices.com
Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis by some of the leading experts in the U.S.
LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.
Estate planning council members receive weekly email reminders from the national office that the Leimberg Information Service website is available through membership in your Estate Planning Council.
Your estate planning council members receive access to hundreds of cases, rulings and legislation LISI has already reported on - and access to those posted throughout the year on almost a daily basis. These commentaries are instantly accessible through LISI's incredibly powerful search engine that will allow members to create customized searches to locate specific topics, references, and citations of particular interest to them.
Other benefits include: Twelve-year archive of monthly FaxNet data service and Section 7520 and other important rate information.
Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $24/member
To enroll in May, June, July, or Aug., - $20/member
To enroll in Sept., Oct., Nov., or Dec., - $30/member *
*covers the last 4 months of the year and all of the following year.
All members of a council must enroll.
Please click HERE for additional information and an enrollment form.
Lorman Education has been educating professionals for over 32 years and understands the need for concise, accurate and timely information on regulations, laws, and business changes.
NAEPC members are eligible for a $449 discount on the All-Access Pass for CLE training and/or a 30% discount on individual live or on-demand webinars.
The All-Access Pass is a 12 month online training membership. With it, subscribers will get unlimited access to all of Lorman’s training products including videos, slide decks, written materials, and live and on-demand webinars.
To order an All-Access Pass, visit http://www.lorman.com/pass. Other training options can be purchased at http://www.lorman.com/training. Please use Priority Code 19189 and Discount Code T1275547 when ordering.
MileMark Media, LLC
At MileMark Media, we exclusively build law firm websites. We utilize our extensive industry knowledge, incorporate dynamic strategies from our dozens of studies on optimizing conversions and implement best practices that support our findings. We are the best of both worlds when it comes to internet marketing and legal marketing, let us build you the perfect law firm website.
MileMark Media offers NAEPC members a 10% discount on all website and marketing packages. Use discount code “NAEPC” or mention you came from the NAEPC website when contacting us to receive the discount. We have worked with numerous estate planning law firms to grow their business, contact us today at https://www.milemarkmedia.com/contact/ or by emailing Vincent M. Tittel directly at firstname.lastname@example.org.
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
My Personal DataSafe, the Nation's Most Comprehensive System for Sharing and Managing Client Information
My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.
- Provide clients peace of mind
- Differentiate from your competitors
- Immediate access to updates so you can anticipate critical client needs
- Reduce infrastructure and management
- Improve communication
- Reduction in routine tasks, enabling staff to elevate work level
- Ease of use
- Enhanced security
No Charge Speaker Program provided by NAEPC
Each year, a variety of speakers are made available to NAEPCs affiliated councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet for live programs). Speakers may be available for distance-learning or in-person programs, depending on their preference.
This benefit has been wildly successful since its inception and we are pleased to provide the packet for the current fiscal year below.
- Paul M. Caspersen, CFP®, AEP®, MS (financial planning & taxation)
- Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
- Kit Mac Nee, CFP®, CRPC®, AEP®
- Ginger F. Mlakar, JD, CPA, AEP®
- Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
- Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) Nominee
- Rachel L. Votto, CPA, AEP®
- Eido M. Walny, Atty, AEP®, EPLS
Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see the packet for details.
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.
Rocket Matter helps estate planning law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal practice management solution, it has the most powerful, easy-to-use time and billing software in the industry. With award-winning customer service based in the U.S., it’s no wonder thousands of law firms swear by Rocket Matter.
Powerful features include:
- Time and billing
- Contacts, calendaring, and task management
- Online payment processing
- Unlimited document storage, automation, and the most robust NetDocuments integration in the industry
- Project Management
- iPhone and Android apps
- And much, much more!
As an Accredited Estate Planner designee, Estate Planning Law Specialist certificant, At-Large member, or member of an affiliated local council, you’ll receive a 15% lifetime discount off our Rocket Matter Pro Edition. Learn more by signing up for a free 7-day trial. No credit card required! You’ll also receive a free customized demonstration of our software catered to your firm’s individual needs. Learn more about your Rocket Matter member benefit here.
You can also contact a member of our award-winning team at 866-710-1845. Mention that you are a member of NAEPC to receive this great member benefit!
Rocket Matter has also collected all of their FREE online legal webinars in one location so you learn essential legal tips, best practices, and more... all at your leisure.
Visit the firm’s online library to access these titles, and many more:
- How to Effectively (and Ethically) Market Your Law Firm
- The Ethics of Accepting Credit Cards for Lawyers
- How to Work Remotely and Still Run a Successful Law Firm
- Disaster Planning For Law Firms: All You Need to Know
- Solving Law Firm Problems with Efficient Processes and Workflows
More Resources Provided by Rocket Matter:
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."
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
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 email@example.com.
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 LastingMatters Organizer: A Tool to Deepen Relationships with Your Clients and their Next of Kin
- Who did mom want to deliver her eulogy?
- Where is the safety deposit box? Key?
- Who is her trustee?
- How is the house titled? The stock accounts?
- What about passwords for Facebook and her computer accounts?
As estate planners, you know all too well that these are just a few of many questions that quickly arise after someone dies or is incapacitated. Most troubling, the answers and wishes, unless clearly articulated ahead of time, can undermine even the most well thought out estate plan. Now, with The LastingMatters Organizer, estate planning professionals have a tool to help their clients collect and outline critical information and these very important “wishes.”
With the Organizer, your clients will have at their fingertips a comprehensive easy-to-use resource that will inform and guide their families and heirs during a time of transition. The graphics, the direct questions, and its thoroughness make The LastingMatters Organizer an effective tool to supplement an estate plan – from the basic to complex – and help collect and clearly articulate a client’s wishes on all aspects of their financial, personal, and online lives.
By incorporating The LastingMatters Organizer into the estate plan process, you can help your clients take one large step forward toward ensuring an orderly transition of their assets, their family knowledge and history, as well as their treasured personal belongings. Doing so will ultimately help family members, heirs and caregivers avoid the chaos and confusion that erupts all too often during these emotionally charged times.
NAEPC Members are entitiled to take advantage of a 15% discount price of $24.65 per copy when ordered at https://www.createspace.com/4751589 using discount code NVTWPECA.
Barbara Bates Sedoric - Speaker Bio
The Life Documents Organizer Kit by Smead Manufacturing Company
Smead Manufacturing Company, a leader in office filing products and records management systems, was established in 1906 in Hastings, Minnesota. Smead is a privately held, certified Women’s Business Enterprise (WBE) offering thousands of organizational products for use in the home or office. For more information on Smead’s high-quality organizational products, including hundreds of products made in the USA visit www.smead.com.
The Life Documents Organizer Kit helps you organize and store key life documents such as wills & trusts, health care directives, investment and retirement plans, marital documents and contact information. Having your papers in order alleviates the guesswork and stress of locating important documents in case of an emergency or occurrence of a life-changing event. Having your key life documents organized helps to ensure that your wishes and assets are managed, retained and distributed as needed while being less stressful for you and your loved ones. Each kit contains 6 colored hanging folders, 24 SuperTab® file folders, 1 sheet of Viewables Quick-Fold tabs, 3 label sheets with pre-printed labels and a detailed instruction sheet.
For more information on the Life Documents Organizer Kits, including a product overview video and assembly instructions, please visit the Smead ecommerce store at www.myorganized.life. NAEPC members receive a 20% discount when using the discount code found in the NAEPC members-only area (please navigate back to the listing after logging in).
The Merrill Anderson Company
The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.
Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.
NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!
Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.
Contact Sirvydas Vebra at firstname.lastname@example.org or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.
Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.
The National Underwriter Company
The National Underwriter Company, a division of ALM Media, LLC, has been first in line with targeted financial and estate planning, tax, and insurance information that professionals have come to rely upon when making critical business decisions.
Delivering practical solutions and authoritative content, The National Underwriter Company offers such popular resources as: The Tools & Techniques of Estate Planning; Principles of Estate Planning; Tax Facts on Insurance & Employee Benefits; Tax Facts on Investments; Social Security & Medicare Facts; The Tools & Techniques of Financial Planning; Field Guide: Estate Planning, Business Planning & Employee Benefits; and many more. With our host of online and print resources, today’s professionals are assured that as the industry continues to evolve, National Underwriter will remain at the forefront of change with the most up-to-date, thorough, and easy-to-use resources you rely on for success.
NAEPC members are eligible to receive 15% off their order. Click HERE to get started! Please log in to the members-only area to obtain the special code.
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!
Trusts & Estates Magazine
Trusts & Estates' in-depth peer-reviewed articles have made the magazine the authority on estate law, tax issues, and wealth management for over a century. Attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts all contribute their insight and advice to the pages of the magazine. Always with a view to helping you better meet your client's needs. Written by experts for experts!
All the benefits of full priced subscriptions are yours … even at this low rate!
- Every subscription includes 12 monthly issues of Trusts & Estates magazine, in print and digital editions.
- Unlimited access to ALL Trust & Estates online premium content.
- Our annual special issues: Tax Year In Review and Charitable Giving
- Free weekly newsletter The Estate Planner brings financial advisors expert advice on trusts and estate planning issues
Subscribe to Trusts & Estates at the low NAEPC member price of just $149. Save 60% off the regular $375 rate!
Trusts & Estates is now offering webinars! Approved for one hour of Accredited Estate Plannerdesignee continuing education credit, webinars are available both live and on-demand.
Trusts & Estates also offers complimentary newsletters for those who choose to sign up! Click HERE and look for "Industry Newsletters" on the right side of the page to sign up.
WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.
Developed for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.
The standard licensing fee for WealthTec Suite is $2,895 annually for up to two users. NAEPC members are entitled to a $150 discount, making the annual licensing fee only $2,745 (up to two users).
An order form is available on the WealthTec site at wealthtec.com/licensing/.
When submitting an order form via email (email@example.com) or fax (301-725-1593), please note discount code NAEPC150.
Wolters Kluwer Tax & Accounting – CCH Publications
Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.
Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.
With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.
Plan Prepare Peace of Mind
Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level.
Our software has solved the disconnect between countless documents and the true understanding of transferring an estate. Additionally, it helps foster the creation of beneficiary relationships and assists in maintaining them.
Grow your business and create a unique client experience with these tools and benefits:
- Client Onboarding – three unique methods for inputting client information
- Dynamic Family Planning – understand your clients’ families better with our dynamic planning system
- Task Management System – alleviate the burden of funding a trust and more
- Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex
- Other Invaluable Tools – algorithms that recognize deficiencies, flow charts, balance sheets, other mathematical calculators and a family album for your clients to store and share photos, videos and stories
Zola 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.
Zola Suite is a comprehensive, end-to-end legal practice management application that delivers the power of one solution to boost your firm’s bottom line.
Powerful features to stay organized, automate your practice and get paid include:
- Best-in-class matter management
- Native email client
- Fully integrated billing, business and trust accounting
- Robust reporting
- Document management and automation
- CRM for efficient intake and prospect management
- Calendaring with court-based rules
- Contact management
- Secure client portal
With Zola Suite, our powerful features from our email client and task management system to our billing, timekeeping and robust accounting system are built directly into our platform, never tacked on. We give you a single interface, complete with all of the tools you need to manage your caseload, with one set of user credentials and one monthly bill. The end result is a single source of truth for your firm’s data, and a big increase in productivity and billable time.
Experience the power of one with a free 10 day trial. And as a NAEPC Member, you will receive a 15% discount for up to five users per account. Start your free trial here.
We invite you to visit our website, www.zolasuite.com to learn more about Zola Suite, or contact us at 877-269-0076 for a full product demonstration. Simply tell the sales representative that you are a member of NAEPC to receive this great member benefit.