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.
LINK: Online Education brought to you by The Legacy Companies and sponsored by NAEPC
Fact: Take any two people, no matter how much they like and respect each other, put them in a room and it’s just a matter of time before it becomes a competition for the truth. Working together can be tough, even when it’s good.
Working successfully with other professional advisors takes more than a good intention, it takes a process – and we have that process for you. LINK is a fun, interactive and self-paced 9-module online course will be loaded with content, including:
- How to prepare yourself for collaboration
- How to conduct the initial client conversation
- Helping the client invite other advisors to the planning table
- How to have a successful initial meeting with other advisors
- Successfully hosting the Strategy Session
- How to host the Client Recommendation Meeting
- The step-by-step 4 Phase Model for collaborative planning
LINK was specifically designed by The Legacy Companies and thought leader Todd Fithian with the needs of NAEPC members in mind and is provided at a special price that no other group will receive. The registration fee is just $100 for active Accredited Estate Planner® designees and $169 for members of affiliated local councils. This low fee offers on-demand access to the course for one year from the date of sign up.
Council members can visit the link below to enroll. AEP® designees should login to the private page of this website or contact the NAEPC office to obtain a special discount code prior to enrolling.
Are you ready to successfully work in collaboration? Enroll Today!
NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is a 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. 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 top benefits of membership in NAEPC.
Each quarterly publication includes featured content, newsletters from leading practitioners, 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.
Acquire Seminar Marketing
Acquire Direct Marketing specializes in seminar invitations for estate planning professionals. Our Classic Invitations put the emphasis on your credentials, along with the educational value of the Presentation.
- Proven, tested, copyrighted messages (You can plug into a message that has worked all across the country)
- High quality, custom-printed professional invitation packages that make a great first class impression
- Pinpoint targeting using asset and net worth based mailing lists, reach exactly the type of prospects you want to work with)
For more information and pricing, call Zach Monahan today! 1-800-771-9898 ext 229.
Advance Choice, DocuBank: Emergency Access to Vital Documents
DocuBank solves a critical problem for your clients and creates ongoing opportunities for your firm. Find out more today.
A USA Today article highlights that, even with an electronic medical record system in place, having easy access to advance directives in a hospital is still a real issue.
The DocuBank Card solves this problem so that healthcare directives and other emergency information is immediately available to hospitals 24/7/365, anywhere in the world. The wallet card displays allergies, medical conditions, an emergency contact and allows hospitals to obtain healthcare directives, and a list of medications, immediately via fax or the web.
The online DocuBank SAFE provides your clients with online access to all of their other documents. Clients can store their estate plan, life insurance, real estate deeds and other other important legacy documents for easy access by their advisors and future heirs. Clients can also use SAFE to more securely share files with your firm, and your firm can upload documents for your clients.
DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service clients appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!
- Your firm’s branding on all client cards and correspondence
- Online Branding with your firm’s logo on each client’s login screen
- Alert features act as referrals for next generation business
- Features and benefits customized to your firm
- DocuBank renewals can be a tangible addition to your client review program
DocuBank offers a special Council Introduction Package. Information on this program and specific discount information for individual members is available in the password-protected are of this website. DocuBank’s turnkey system makes it easy to get started, and DocuBank will provide your firm with free brochures, sample cards, staff memberships, and personal training. Click here to begin providing DocuBank.
See complete information about DocuBank: Emergency Access to Vital Documents.
NAEPC members and members of affiliated local councils are eligible for substantial discounts when enrolling clients in DocuBank. With these discounts, the enrollment fee is currently $20 per person for 1 year and $60 per person for 5 years of membership (published rates are $55 and $175, respectively). Click here to begin providing DocuBank.
Special Offer for attorneys: New attorneys can prepay for their first ten 1-year client memberships for $99. This is a savings of $80.
A Special Council Meeting Offer. Do you have advance directives on your meeting calendar? Invite us to attend remotely and offer a 20 minute web or phone presentation of DocuBank as part of your next council meeting – we’ll treat your council to lunch. Contact us for details.
AdvisorAdit - Mobile Event Services for Councils
DIGITAL CONFERENCE BOOK - COURSE SURVEYS - ATTENDANCE TRACKING
Introducing New NAEPC Program: 50% off standard rates and a free trial!
Our suite of mobile event services is a cost-effective way to modernize your attendee experience.
With AdvisorAdit’s suite of digital event services EPCs enjoy:
- An intuitive attendee experience…available on any leading mobile device
- Simple event set up and real time host monitoring, updating and reporting
- Flexibility to use only the services that are right for your event
- Special NAEPC pricing scaled to support small meetings to large expos
“I use a new tool called AdvisorAdit…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 it would still be great!”
Our suite of digital event services… select the ones for you!
- Digital Conference Book: For less than the cost of printing, you can offer attendees access to a fully branded app delivering all conference-related handouts. Consider enabling sponsors to add their own content. This is a fantastic way to “Go Green”!
- Surveys: Dramatically increase attendee feedback with integrated course level surveys! Use our standard survey or create your own. Hosts can instantly share results with speakers and colleagues.
- Attendance/CE Tracking: Stop collecting CE forms and wasting time and money on manual reporting! Members can apply for CEs (up to 7 designations) and even update their credentials. Hosts have full transparency and control with real time reports.
- Certificates: Delight attendees with instant access to designation level certificates! With extended certificate access, you can even create your chapter’s own “My CE” page on their website.
NAEPC Special Pricing – 50% off standard rates! ** Our pricing is simple and extremely cost effective: Just $1/attendee per service for a one day event for up to 3 designations. Contact us for additional services or large meeting discounts.
Contact us at email@example.com to learn more or to take advantage of our free trial!
*Free trial includes Digital Conference Book, Survey, Attendance/CE tracking, Certificates and reporting services for EPC content. Good for one event up to 50 attendees and up to 3 designations.
**Pricing available only to NAEPC-affilited councils.
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.
American Bar Association RPTE Paralegal eLearning Program
The ABA Section of Real Property, Trust and Estate Law is proud to continue its professional development series focused on paralegals, legal assistants, and others working in the areas of Trust & Estate Law. This program is co-sponsored by the ABA Standing Committee on Paralegals.
Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues, as well as best practices, from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law. The program includes ten 60-minute webinar sessions, and attendees can register for the entire series or individual sessions. Those who sign-up for the entire series after it begins will be registered for the remaining webinar sessions and receive recordings of the sessions that have already occurred.
As a special limited-time offer, those who register for the entire 2014 Paralegal eLearning Program series will receive complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2013-2014 bar year.
For full program information, please click HERE.
Attendees will receive a certificate of course completion at the conclusion of each webinar session. Attendees attending all ten sessions will receive an additional certificate of series completion. Neither certificate bears state licensing approval. However, attendees may choose to self-report their participation depending on their relevant jurisdiction(s). Attendees are encouraged to contact individual state licensing agencies directly with questions.
NAEPC is pleased to offer this benefit through a relationship with the RPTE section of the American Bar Association provided by the Synergy Summit. The Synergy Summit is a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, the American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners. The Synergy Summit, as its name implies, is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, and insurance and other professionals.
American Law Institute Continuing Legal Education Estate Planning in Depth 2018
American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Estate Planning in Depth 2018. This course is cosponsored by Continuing Legal Education of Wisconsin (CLEW) and will be held at the University of Wisconsin Law School in Madison and via live video webcast on June 24 – 28, 2018.
Gain insights, tips, and strategies on some of the most complex challenges — including significant tax and non-tax issues — facing estate planners today from a faculty comprised of top practitioners from across the country.
To receive their 40% discount, NAEPC members must register by June 24 at www.ali-cle.org/CZ020 and enter coupon code CZ020NAEPC at checkout. (This offer is valid on new registrations for the in-person course and full webcast only, and may not be combined with other offers, including group discounts.)
American Law Institute Continuing Legal Education Representing Estate and Trust Beneficiaries and Fiduciaries 2018
American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Representing Estate and Trust Beneficiaries and Fiduciaries 2018. This course will be held at the Gleacher Center in Chicago, Illinois on July 19 - 20, 2018.
This annual national conference surpasses traditional trust and estate administration to address the latest in tax, litigation, liability, and fiduciary developments. Attendees will learn applicable strategies to meet the complex challenges that may arise in the wake of recent changes, including the impact of tax reform on trust and estate issues.
To receive their 40% discount, NAEPC members must register by July 19 at www.ali-cle.org/CA001 and enter coupon code NAEPC1718 at checkout. (This offer is valid on new registrations for the in-person course only, and may not be combined with other offers, including group discounts.)
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.
Card Connect - Merchant Account Services for Councils and Members
Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by Card Connect (formerly known as Veracity Payment Solutions)
Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using our preferred partner to process those payments makes even better sense. NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through Card Connect – a leading provider of processing services to the legal and accounting industry.
NAEPC benefits with Card Connect:
Qualified swiped transactions cost only 1.55% + 20¢.
Qualified non-swiped transactions cost only 2.25% + 20¢.
Customer Service Excellence
Support for you 24/7. Card Connect is the 2013 Stevie Awards bronze winner for customer contact center.
Legal and accounting associations have repeatedly made Card Connect 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 Card Connect Team assigned to NAEPC,
- Billy Bracken - 816-234-9162 or firstname.lastname@example.org or
- Christina Braatz - 816-234-9166 or email@example.com
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:
- Drip Marketing 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.
- 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.
Call 817-778-4508 or e-mail firstname.lastname@example.org 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 email@example.com and reference the NAEPC discount in email.
Council Speaker Program offered by NAEPC
Each year, a variety of speakers are made available to NAEPCs affiliated local councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception and we are pleased to provide the packet for the 2018-19 fiscal year below.
- S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®
- Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
- Joseph V. Falanga, CPA, AEP®, TEP
- Thomas M. Forrest, TO, AEP® (Distinguished)
- Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
- Lawrence J. Macklin, Esq., CPA, AEP®
- Kit Mac Nee, CFP®, CRPC®, AEP®
- Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
- A. Stephen McDaniel, JD, AEP®, EPLS
- Jordon N. Rosen, CPA, MST, AEP®
- Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
- Paul S. Viren, CLU®, ChFC®, AEP®
Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see the packet for details.
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.
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, the leading print authority on running successful family businesses, is the only magazine in North America that targets thriving multi-generational family companies. Now in its 27th year, Family Business publishes six issues a year covering important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies. More than 20,000 readers all across the nation read the insightful and informative content.
Family Business Magazine also publishes the highly regarded 14-volume Family Business Handbook Series, in-depth and essential reference works on key family business topics.
Family Business Magazine also produces 5 family business Transitions conferences a year—in California, Florida, Mexico, Toronto, as well as a Private Company Governance Summit in Washington, DC, and a Generational Wealth conference in Miami. Please check their website for dates.
Family Business’s searchable articles archive of more than 800 articles is available to ALL subscribers free of charge on registration. The Family Business Magazine bi-monthly E-Newsletter has become an essential news source for more than 10,000 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 free access to the online archives and the free e-newsletter. Simply fill out the subscription form available to the NAEPC members in the password protected area of this site and fax to Family Business.
Family Business recently highlighted Estate Planning for owners of family companies in a special supplement. Don’t miss the opportunity to receive these important magazines. Send in the form today and begin your subscription.
Family Wealth Map
“Family Wealth Map” software provides a 360-degree view of your clients’ estates and creates alerts for important deadlines. Always have an accurate picture of your clients’ estates regardless of size or complexity. Have immediate access to the legal documentation of the estate and automatically updated financial account balances. Never loose track of due dates for items such as GRAT payments, Crummey notices, insurance renewals, license renewals,passport expirations, etc. And since alerts are linked to the related documents, you will not have to search for files you need.
Use as a Client Maintenance Program
Family Wealth Map is the perfect foundation for a Client Maintenance Program, leading to stronger relationships with clients and the family members. The ability to view the content and structure of the client’s estate, along with all related documents, allows for real-time due diligence and potential issue spotting. Access to complete and current information, which is clearly displayed on one dashboard, facilitates continual and comprehensive reviews of client estate plans and current asset information.
Security and Privacy
Each of our clients receives a complete security briefing where we detail the key security measures protecting their confidential information. All data is encrypted from end-to-end, during transit and at-rest, providing a highly secure environment. We utilize dedicated servers at a national, highly secure, and high availability co-location facility that provides around the clock monitoring, maintenance, and supervision of our servers. Full backups are performed weekly with incremental backups daily.
Full Concierge Service
We provide full concierge services to get your firm up and running fast. Our professional staff is ready to assist in the creation and maintenance of your clients’ accounts or “Map”. We offer a personalized service that can build the structure of the Map, assist in creating the net worth statement, populate the document files, and train you and your staff to do the same. We are always available to ensure that Family Wealth Map meets and exceeds your expectations.
NAEPC members receive a 10% discount. Simply email us at firstname.lastname@example.org and let us know you’re a NAEPC member.
WATCH OUR VIDEO
For more information, visit our website at www.legalaggregation.com.
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.
Fusion Collaboration: July 24 - 25, Denver, CO
Sharpen Your Skills and Receive Continuing Professional Education Credit at Fusion Collaboration
NAEPC members have a special opportunity to attend a unique conference called Fusion Collaboration at which attendees will discover the power of fusing technical planning with best practices from the legacy, relational and philanthropic domains. And, you'll also practice Collaboration using a case study multi-disciplinary approach. This conference is the best place to master proven strategies for creating positive and sustainable legacies and will take place from Tuesday, July 24th - Wednesday, July 25th in Denver at the Embassy Suites by Hilton Downtown Denver.
NAEPC members who've attended this program in the past call it "The Most Innovative Conference in the Wealth and Legacy Planning Space."
Use promo code NAEPC to register for this cutting edge two-day conference at the highly discounted rate of $650 AND you'll also receive a special offer to join the Purposeful Planning Institute for $100 more. That's a savings of $400 over the current conference pricing plus a savings of $500 on the bonus of one-year PPI membership. This special price won’t be around for long!
Fusion Collaboration will showcase great speakers like Marty Shenkman, Susan Bradley, David Cahoone, Jay Hughes, Randy Fox, John A. Warnick, Tim Belber, and many more. It’s your access to the most innovative techniques, processes and conversations that are transforming the ways we deliver estate and succession planning services. Most sessions will qualify for continuing professional education for attorneys, CFP® designees and other professionals.
To learn more or register now visit https://bit.ly/2Fsx8Kr.
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.
HeirSearch.com – A Division of International Genealogical Search Inc.
Many heir locator firms, otherwise known as “heir hunters,” use questionable, high-pressure tactics to obtain excessive percentage fees of inheritances. In order to protect their percentage fees, heir hunters may 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 being asked to sign away a percentage of an unknown amount and heir hunter fees can sometimes be as much as 50% of the person’s inheritance. There is A Better Way.
Since 1967, at HeirSearch.com, we provide the legal and trust professions with forensic genealogy services A Better Way through our five-pillar approach that ensures reasonable, non-percentage based fees, authorized search services, a 97% success rate, documented court-ready reports and worldwide service. We welcome the opportunity to work with executors, administrators, trustees, fiduciaries, bank and trust officers, and their counsel.
To receive your complimentary copy of our Laminated Consanguinity Chart showing degrees of relationship by blood, please contact us at 1-800-663-2255 or email us at email@example.com. 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 or download our brochure for more information.
Klark Proposal Software, Inc.
"We have been using Klark Software in our client presentations since 1993. The clients love them because they put the technical concepts into visual displays and language that the client can understand. Half of our time is trying to make complicated concepts or products sound simple and the Klark Software does that." Mike Halloran, Past President NAEPC – 2010.
Klark Software offers you a simple, visual way to educate your clients about the role that life insurance plays in Estate, Business and Personal Planning. Since 1993 our programs have featured a short learning curve, simple interface and minimal output that is easy to understand. We are a proven point of sale tool that uses color graphics to teach clients about the fundamental concepts of proper planning and engage them in the decision making process.
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 helps educate your clients about the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. Samples of our Business Program can be found here. The Personal Program contains numerous proposals regarding Life Insurance and Retirement. Samples of the Personal Program can be found here. The Due Diligence section of the Personal Program contains a database of over 200 Life Insurance Companies. It allows you to compare companies either by their key attributes or how they are rated by the four major rating services. Samples from the Due Diligence Section 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.
For interested parties we offer a 30 day demo program. There is no charge, 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. To request a demo, email us at firstname.lastname@example.org or call (800) 289-5774. To learn more about Klark Software visit our website at www.klark.com.
What is Lawgic Wills & Trusts?
LegacyStories.org - Legacy Stories Handbook
The Legacy Stories Handbook is part of a client-enrichment and retention solution that helps clients pass down their wisdom along with their wealth. The handbook and supporting program can be easily bolted on to existing estate plans or used by the client and family to build the elder's legacy together.
LEGACY QUESTIONS- Select from over 230 legacy questions ranging from ancestors, childhood, teen years, education, marriage, family, business and career, to faith, wisdom, and a special section for veteran experiences.
LEGACY ASSET CHECKLIST- Most of our life-defining moments, milestones and special memories have already been recorded in family photos, and collected in special keepsakes, mementos, recipes, awards, newspaper announcements, etc. The Legacy Asset Checklist helps to curate these treasures to be included in the storytelling process, and becomes an important part of a will or estate plan.
LEGACY TALKS- Learn how to conduct quality interviews, how to prepare the room environment, and how to engage family members in the process of building their elders' legacies.
LEGACY STORIES MOBILE APP- We dedicated a page in the Handbook to explain how our free IOS or Android app takes a picture of the teller, legacy artifact or photo, and records the teller's voice, personality and dialect, while reminiscing. Most family members own a smart phone or tablet these days and will find the app easy and intuitive to use after watching a brief built-in video tutorial.
LEGACY LETTERS- With our templates, the elder can write words of wisdom and intimate messages as part of an ethical will. Templates include "To My Children, To My Grandchildren, What I Am Most Grateful For", "What You Should Know About Me", and others.
LEGACY FAMILY TREE- We've prepared a basic pedigree chart to include important information about parents, grandparents, siblings, spouse and children. This adds to the value of the handbook and helps to recall family history only the elder may know.
LEGACYSTORIES.ORG WEBSITE- The Handbook also explains the main features in our free award-winning archival website where app recordings are uploaded to build a secure and shareable legacy portfolio. Once registered, family members can connect, share stories, and learn about your business.
- LEGACY CONCIERGE DIRECTORY- Lifetime Listing in our popular Legacy Concierge Directory
- LEGACY TALKS GROUP PRESENTATION- Compelling group presentation with video, handouts and outline
- LEGACY REFERRAL NETWORK: Proven methods to generate high quality referrals from your prime referral sources
- PASSIVE REVENUE STREAMS: Generate passive revenue with our preferred advisor affiliate program
NAEPC members are eligible for a 15% discount on all Legacy Stories Business Solutions. Apply code: NAEPC
Learn more about the Legacy Stories Handbook, the Legacy Values Plan and the Legacy Stories Outreach Program at: https://www.legacystories.org/lvp-go or www.LegacyStories.org.
Contact us by email: email@example.com or call 888-405-9840.
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 firstname.lastname@example.org. 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.
M Brands Film, Inc. (M)
Do you have website video? If not, you may be turning away 90% of your prospects and clients! Video connects you to clients in a way that other forms of communication cannot. To learn more about M and how video can help you and your business, watch a welcome video HERE.
Through a value partner arrangement with NAEPC, M is offering video production services at a 20% discount to members. Through the web, M will help you create an authentic “explainer” video for your website, social media, and communications. In just a few minutes and all done online, M makes the shyest professional shine with sincerity without breaking your budget, interrupting operations, or making a cartoon out of your business.
- Do you or your staff get repetitive questions from prospects and/or clients that a video may explain?
- Is there an important deadline coming up that you would like your clients to be aware of?
- Do you want your colleagues or clients to know about that new certification you attained?
- Are you recruiting for your growing office?
M can help you communicate these important items and more! M is offering all NAEPC members $49 videos to address those items that are most important to you. In just 20 minutes to shoot and a 2-week turn-around, M will provide you with 30 seconds of precise and tailored content for your website, social media, and auto signature.
To set up a convenient free-video assessment of your website and video needs, please schedule at: https://secure.scheduleonce.com/LeeMaddox., If you have questions, either ring 415-404-9276 or email email@example.com. Having produced over 3,000 videos for mbrands.co, we’re ready to shoot yours.
M also offers NAEPC-affilated estate planning councils discounts on video production. Read more in the "council benefits" section of this website.
M Brands Film, Inc. (M) - Video Production for Estate Planning Councils
Member engagement, retention and gaining youthful members are consistently noted as top priorities for estate planning councils! Is your estate planning council interested in engaging a new group of members or prospective members? Why not consider adding VIDEO to your site? If not, you could be turning away a significant percentage of your membership prospects! Video connects you to people in a way that other forms of communication cannot and M is available to help - to learn more about M, watch the welcome video HERE.
Through a value partner arrangement with NAEPC, M is offering video production services to affiliated local estate planning councils for just $99. Through the web, M will help you create an “explainer” video for your website, social media, and communications. In just 20 minutes to shoot and a 2-week turn-around, M will provide you with a 1-minute video of precise and tailored content for your website, social media, and auto signature.
Your council may wish to create video to:
- Recruit new members
- Share a warm welcome message from the President
- Ensure all members are maximizing their experience by taking full advantage of the benefits
To set up a convenient free-video assessment of your website and video needs, please schedule at: https://secure.scheduleonce.com/LeeMaddox., If you have questions, either ring 415-404-9276 or email firstname.lastname@example.org. Having produced over 3,000 videos for mbrands.co, we’re ready to shoot yours.
M Brands Film also offers discounted video production services for members of estate planning councils. Visit the "Marketing and Website Design Services" portion of the member benefits listing for more infomration.
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
74% of callers are likely to choose another business after they have a bad experience. Ruby is the only live virtual receptionist service dedicated to creating real, meaningful connections with callers—building trust with each interaction and helping you win business.
Why do financial professionals love Ruby?
- Win Business with Memorable Impressions
Ruby answers 100% of business hour calls live, ensuring your callers always reach a friendly, professional receptionist excited to deliver an exceptional experience that helps attract and retain customers.
- Call-Handling Tailored to Your Needs
Ruby’s proprietary software enables a high degree of customization. You can select when we answer, the types of calls you’d like connected versus sent to voicemail, who from your business receives certain types of calls, and more!
- Save Money Without Sacrificing Quality
With Ruby, you get our legendary live service, a business phone number and a comprehensive suite of features for a fraction of the cost of an on-site hire—leaving room in the budget to reinvest in your business.
Plus, NAEPC members receive an exclusive 6% discount on all Ruby pricing plans!
We’re so confident you’ll love our service, we provide a 21-day money back guarantee! If you aren’t satisfied, we’ll fully refund your money in the first three weeks.
What others are saying about Ruby...
“As a small business owner, having a live person answer my calls has been the best thing for my business,” offered John W. Chang, Patinelli & Chang, LLP, Estate Planning, Trust and Probate Law. “Ruby provides excellent service, the app works really well, and the communications with my callers is spot on. They are truly dedicated to my clients having the best experience possible – it’s a no brainer to have them answer all your calls.”
“I have ZERO complaints. I always say hiring Ruby is the best thing I ever did. I was at the bank the other day and my banker commented on how professional my receptionist was.”
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®, now in its 4th 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 4th 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;
The Desk Reference is available at no cost to the advisor community. Simply go to http://stratphilanthropy.com/charitable-planning-desk-reference and request your electronic copy.
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 email@example.com 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.
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.
- Full access to our exclusive Trusts & Estates Plus iPad app.
- Our annual supplements: Tax Year In Review and Charitable Giving
- Three monthly e-newsletters: Conrad Teitell’s Philanthropy Tax e-Letter, reporting and analyzing an important tax development governing charitable contributions; Wealth Watch News, reporting on federal and state government estate tax, retirement benefits, and life insurance reforms; and The Trusts & Estates Technology Review, examining high-tech resources for the trusts and estates practitioner.
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.
Washington Institute for Graduate Studies
Washington Institute for Graduate Studies is a recognized, quality provider of advanced degrees for tax professionals. Our Masters in Taxation is sought after and earned by a wide variety of practitioners. We recognize the National Association of Estate Planners and Councils as a premier association for estate planners, providing continuing education, research and required information to keep their members at the top of their game. We fully support NAEPC’s mission to serve its members, assuring their success in this important field of knowledge. Therefore, we are making available significant tuition waivers that are designed to enhance the careers of NAEPC members, thereby aiding NAEPC in this mission.
In the Offer Details that follow, we’ve provided information on both the tuition waivers available, as well as how to access them. Additional information about the programs (i.e., admission requirements, graduation requirements, tuition payment programs, etc) can all be found on the website at www.wsltax.org . This offer is subject to change and cannot be combined with any other promotion. Please Contact Robert Hanson toll-free at (858) 546-2838 or firstname.lastname@example.org for any questions you may have.
One ½ tuition waiver per calendar year, per council. Each calendar year, Washington Institute for Graduate Studies will make available one ½ tuition waiver for a student from each council. This particular feature applies only to the Masters Degree Program and may be further combined with the standard 10% “Paid in Full” discount.
To take advantage of this ½ tuition offer, a council must be willing to pursue a selection process that ensures their members have an equitable opportunity to benefit from the offer. Washington Institute does not require specific activities as a part of the selection process, but must know that each state chapter has given consideration to interested candidates. The NAEPC member recommended by the council must meet all admission and program requirements. Washington Institute will require a simple letter/note from the chapter president informing us of their recommended waiver recipient.
If this waiver is not used in a specific year, it is forfeited (i.e., waivers do not accumulate from year to year).
10% tuition waiver for NAEPC Members. In order to qualify for this tuition waiver, the prospective student must demonstrate (s)he is a current NAEPC member by submitting that information along with her/his enrollment materials. In addition to this 10% waiver, NAEPC members that have the interest may combine Washington Institute’s standard 10% “Paid in Full” discount.
10% (Add’l) waiver for 5+ within a Council. An affiliated local council that refers 5 (or more) members to successfully enroll in Washington Institute’s degree program, within a 12-month period, each enrollee will receive an additional 10% off the tuition (effectively 20% off current tuition rates).
If tuition is paid on the monthly payment plan, the discount is applied to the final payment.However, if tuition is paid in full, the discount applies to the initial payment, which qualifies the member for an additional 10% discount (our standard “Paid in Full” discount).Under this multi-enrollment option, if the “Paid in Full” discount is utilized, the student may receive a 30% discount off current tuition rates.
EXAMPLE. . .If only four students from an affiliated council enroll initially, then these enrollments will only receive the standard 10% tuition waiver for NAEPC members. If, later within the same 12 month period, a fifth student enrolls from the same council, then the discount will be applied retroactively to the first four enrollments as well as to the fifth enrollment. Either a refund check, credit card credit or a course purchase credit will be issued (if the initial enrollments were paid in full) or (if on the monthly payment plan) the discount will be applied to the final payment(s). Additional enrollments within the 12 month period continue to receive the discount.
These discounts cannot be applied retroactively through to a preceding 12 month period. However, the 12 month period is continuous. For example, if four students enroll on January 12, 2015, and a fifth enrolls on December 17, 2015, all would then be eligible for the enrollment discount. If another four students enroll on November 9, 2016, they too will be eligible for the discount, as the December 17, 2015, enrollment also makes 5 enrollments within a 12 month period.
A Bachelor’s Degree May Not Be Required. National accreditation standards will permit up to 6% of the enrolled student body to be admitted as “special consideration” enrollees (i.e., those admitted into a Masters Program without a Bachelor Degree).
NAEPC members that seek to apply for “Special Consideration” are evaluated on a case-by-case basis but must have an academic and/or professional background equivalent to a bachelor’s degree. As a general rule, these applicants must have no less than ten years of proven professional experience in the field of taxation. Further, prospective students that qualify will be admitted on a “first come, first served” basis.
In addition to the information provided on the Student Enrollment Agreement, a Special Consideration Applicant must provide a written statement of his or her personal and professional goals and how completion of the Master of Science in Taxation program would assist in the pursuit and achievement of those goals.
Accept certain, advanced CPE workshops as “transfer credits”. This particular feature would only apply to CPE/CLE courses that represented a series of workshops all under a specific title/topic that administered an exam and that was no less than 10 hours of aggregate class time. Such courses must have been completed not more than 24 months prior to the date of enrollment. The prospective student must provide signed CPE/CLE certificates, along with her/his enrollment materials.
Advisory Board Position. . .A Taxation Program with Representation! Washington Institute welcomes qualified individuals to this board to provide industry insights, course suggestions and/or overall improvements to our tax programs.
The individual must be nominated by the state chapter President and subject to approval by Washington Institute. This individual would not be expected to travel for this role and would be listed among the board membership in Washington Institute publications/website.
WealthManagement.com is a community destination developed by Penton Media’s Wealth Management Group who produces two of the leading financial trade publications, Registered Rep. and Trusts & Estates.
As a community member you will have the ability to establish a profile that will give you valuable targeted exposure to the community. You will also have ongoing access to Penton’s financial service properties and expertise which includes a Concierge Program that will support you as needed to effectively market to your prime audience in a way no other website can offer.
The Concierge Program can provide you with an initial competitive analysis so you can gauge the market and where you’re currently positioned. Penton is then able to help you develop content including white-papers, press releases, videos and webinars. Content can then be plugged into a lead generation program like an eblast or newsletter and distributed to a database of over 280,000 professionals.
Because of this new partnership, NAEPC members and members of affiliated local councils can take advantage of a 50% discount on Gold and Platinum Community Profiles! Simply enter "NAEPC" as the discount code when prompted.
You may also view the NAEPC profile on WealthManagement.com HERE.
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 $1,495 annually for a single user. NAEPC members are entitled to a $150 discount, making the annual licensing fee only $1,345.
Click HERE to see what a user is saying about WealthTec Suite!
An order form is available on the WealthTec site at www.wealthtec.com/licensing.php. When submitting an order form via email (email@example.com) or fax (301) 725-1593 a member should add a notation that the discount code is 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.
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.
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 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.
Zola Suite is a comprehensive, cloud-based legal practice management application that brings the power of a 360 degree integrated solution to law firms. Zola Suite puts the power of one into practice with best-in-class Case Management Capabilities + Built-in Email + Legal Billing + Complete Accounting (business and IOLTA) in an intuitive, fast and fun interface. Zola can be accessed on any device and there are dedicated iOS and Android applications that are designed to help you take your practice on the road. Zola has all of the tools needed to help make a legal practice operate like a business, so that lawyers can focus on the law. Experience the Power of ONE with a free, 30 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.