What is Lawgic Wills & Trusts?
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.
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.
From May 14th through June 30th, NAEPC members can take advantage of a Summer Early Bird Promotion! Titles below are available at a 40% discount.
|U.S. Master Tax Guide® - Special Edition – Tax Cuts and Jobs Act (2018), Estimated Publication Date May 2018|
|Income Tax Regulations (Summer 2018), Estimated Publication Date June 2018|
|Internal Revenue Code (Summer 2018), Estimated Publication Date June 2018|
|U.S. Master Depreciation Guide (2019), Estimated Publication Date June 2018|
|U.S. Master Estate & Gift Tax Guide (2019), Estimated Publication Date June 2018|
|Guide to Choice of Entity (2018), Estimated Publication Date June 2018|
|Guide to Estate Planning (2018), Estimated Publication Date June 2018|
|Guide to Pass Through Entities (2018), Estimated Publication Date June 2018|
|Guide to Charitable Planning (2018), Estimated Publication Date July 2018|
|Guide to Corporate Tax (2018), Estimated Publication Date July 2018|
|Guide to Divorce (2018), Estimated Publication Date July 2018|
|Guide to Exempt Organizations (2018), Estimated Publication Date July 2018|
|Guide to High Net Worth Individuals – Assets Protections (2018), Estimated Publication Date July 2018|
|Guide to International Tax – Corporations (2018), Estimated Publication Date July 2018|
|Guide to Investments (2018), Estimated Publication Date July 2018|
|Guide to Real Estate (2018), Estimated Publication Date July 2018|
|Guide to Retirement Planning (2018), Estimated Publication Date July 2018|
|Guide to Small Business (2018), Estimated Publication Date July 2018|
|Guide to Standard Deduction (2018), Estimated Publication Date July 2018|
|Tax Cuts and Jobs Act – Law, Explanation and Analysis (2018)|
To obtain the link to the special NAEPC website and the association’s discount code, log in now.
Zola Creative Media
The Proven Leader in Estate Planning Websites & Marketing
Do you have a website that consistently attracts new clients? Are you effectively driving referrals from your client and colleague base? Are you utilizing state of the art client-centered technology to distinguish your firm from competitors?
Zola Creative Media has helped hundreds of estate planning attorneys build a powerful and highly effective online presence for their firms. Our trifecta of innovative systems is sure to help you increase your exposure, enhance your image and supercharge referrals.
Cutting Edge Attorney Websites: We develop fully customized sites that not only catch the eye but also generate new business and educate website visitors. With professionally written content and interactive site tools, including the Estate Tax Calculator, Seminar Management System, and Integrated Attorney Blog, our sites effectively engage and connect prospective clients with your firm.
LegalVault®: Our revolutionary document storage and exchange system allows your firm to easily and securely store both healthcare and non-healthcare related information for retrieval by clients, advisors, healthcare providers and authorized heirs. With access to their documents 24/7, your firm will always remain on your clients’ minds.
Insight in Motion™: Our comprehensive legal newsletter and blog content publication and distribution system allows you to easily keep in touch with clients and colleagues. Our expansive library of fully editable articles was developed with estate planning attorneys in mind and features a wide array of articles on wills, trusts, healthcare directives, special needs planning, asset protection, probate, business succession, elder law and so much more. This effective “Top of Mind” marketing tool ensures that your contacts will keep you in mind when a business opportunity arises.
NAEPC members are entitled to receive a 20% discount on all custom website development services through Zola Creative Media.
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.