Member Benefits

Annual NAEPC Advanced Estate Planning Strategies Conference

The Annual NAEPC Advanced Estate Planning Strategies Conference has truly become the "go-to" event for estate planners from across the country and is available to every single member of every estate planning council, as well as non-members. An exciting line-up of nationally-recognized speakers coupled with fabulous locations and competitive registration fees make this signature annual event one that is not to be missed.

To learn more about the conference, please visit our website.

High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration

A LINK is defined as a “connecting element or factor”. In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.

Enroll today to:

  • Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors

  • Discover the NAEPC Model for Collaboration

  • Overcome objections to the teaming model

  • Become well-versed in the “5 Best Practices”

  • Inspire optimal behaviors among team members

LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.

>Learn more about the LINK Online Course in Collaboration

The substantially-reduced enrollment fee is $100 for Accredited Estate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online

About the Instructors

Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.

David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.

*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is NAEPCs web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication and to subscribe to direct notification of future issues.

Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the flagship benefits of membership in NAEPC. Each quarterly publication includes featured content and newsletters from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information.

Make sure you're one of the first to know when a new issue is published by subscribing today! The subscription link is found on the right panel of the page.

Ideas for future content or requests for publication may be submitted to [email protected].

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.

Registration Fees

  • $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.

ACTEC Family Estate Planning Guide

Fellows of The American College of Trust and Estate Counsel, ACTEC, share their expertise to explain the basics of wills, estate planning, and guardianship to families in short video presentations. NAEPC professionals are encouraged to share the ACTEC Family Estate Planning Guide videos with clients. New videos are released monthly. Topics include IRAs and IRA Beneficiaries, What is Probate?, What is Joint Tenancy and When Should I Use It? and more. To learn how to embed these videos on your website visit actec.org/share.

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

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

ACTEC Family Estate Planning Guide is made possible through support of the ACTEC Foundation. NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement Letters, Horton v. Jones Case on Electronic Wills, Qualified Opportunity Funds and Opportunity Zones, The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning, and Security of Clients’ Information. You may listen and subscribe to the series through many popular podcast players

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

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

ACTEC Trust and Estate Talk is made possible through support of the ACTEC Foundation. NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

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.

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.

Arcadia Art Consultancy

Arcadia Art Consultancy is a full-service, tangible asset management firm that specializes in appraisal reporting, advisory, and collection management services for private collectors of fine art and other luxury assets. Uniquely positioned within the realms art, finance, and the law, Arcadia Art Consultancy can handle the most complex matters for high net worth clients.

The firm writes thoroughly researched and well-reasoned appraisal reports for such purposes as charitable contributions, equitable distribution, estate tax liability, gift tax liability, imminent sale, insurance coverage, damage and loss claims, and probate and also provide comprehensive art advisory and collection management services to help private collectors effectively buy, manage, and sell impressive collections of fine art and other valuables.

NAEPC members receive a 12.5% discount on professional services. Interested members can either complete a new client form at www.arcadiaappraisals.com/naepc-member-benefit or email [email protected], referencing the NAEPC discount in the email.

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.

Please login as a member for special pricing and ordering links.

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:

Preferred Rates

  • Qualified swiped transactions rates as low as 1.55% + 20¢.

  • Qualified non-swiped transactions rates as low as 2.25% + 20¢.

Customer Service Excellence

Support for you 24/7. Card Connect is the 2013 Stevie Awards bronze winner for customer contact center.

Unmatched Experience

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,

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

Cloudia Assistant

Cloudia Assistant is not your typical CRM created for several industries. Cloudia was created for professional agents/agencies who need a constant flow of information for their prospects and, for retention purposes, their clients.

Cloudia was produced to bring business to you and help you retain that business once obtained. Whether your lead is hot or just bought from someone else, Cloudia will continue keeping you in front of that prospect until they want to try something different and when they become hot again, you are the person they remember and trust, especially when the last time they searched for information they received 50+ calls from other agents. Now, you will be the only one to call; and you know it is much easier to sell when someone is calling you instead of you calling them.

Several managers utilizing Cloudia Assistant, with their many distractions (recruiting, training, management reports, meetings, etc.) no longer make cold calls. They have so many people calling them they have no time for cold calls and yet, remain the top producers for their respective companies.

Cloudia Assistant offers the following powerful features for professionals:

  • Best Drip Marketing rates available with multiple concatenating campaigns working simultaneously

  • Lead Tracking and Organization based on the folder setup of your choosing

  • Leaderboard and Shared Folders for Group Motivation and Teamwork

  • Customizable Viewing of Data the way You Want to See It

  • Automated Commission Calculation system

  • Quote Engine (for Health related products)

  • Free Training and Technical Support

  • Data security like no other: Managers can't take agent's lead; agents can't take company leads

  • Marketplace to Purchase Leads from various integrated Lead Generation companies

  • Integrated Predictive Dialer and Soft Phone (additional expense)

One of the greatest features of Cloudia Assistant is the price. At only $29.99 per seat, out of the thousands of CRMs available, there is nothing even close to Cloudia’s value at the professional level and we haven't raised our prices in 5 years..

Call 817-778-4508 or e-mail [email protected] 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.

www.cloudiaassistant.com

CollectorIQ

Committed and casual (or accidental!) owners of valuable works often require updated valuations and/or liquidity alternatives.

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 protected] and reference the NAEPC discount in email.

 

ConferenceAdit CE Tracking, Digital Books & Surveys for Events

Managing your council's in-person events can be challenging. So much time is wasted by manually tracking continuing education credit, not to mention an attendee's annoyance with lines to access the sign in/out sheets and always remembering to bring their license numbers! ConferenceAdit's suite of services offers councils and similar associations an affordable option that dramatically streamlines attendance tracking, provides customized reporting, generates completion certificates, and immediately captures survey responses, all while improving the attendee experience at your events.

CE Tracking and Certificates

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

Course-Level Surveys

Dramatically increase attendee feedback by getting instant responses about the session.

Digital Conference Books

A significant savings when compared to printing, your council can offer a polished and fully-branded portal with event materials and the ability to include sponsors.

As the event host you will have full control over the CE experience. The interactive dashboard allows for easy event set-up, simple management of courses and attendees, and even offers the ability to communicate with attendees via text/email messaging.

> Learn more about the ConferenceAdit suite of services or call the ConferenceAdit team at 781-325-8761 to get started
> Get the attendee experience

NAEPC-affiliated councils receive a $50 savings on event set-up costs.

What We're Saying...

"I use a new tool called ConferenceAdit... it has eliminated all the paper sign in sheets for credit, all the report preparation, plus instant certificates. Also, we can upload all the handouts for presentations and sponsor content. It does even more, but even if it didn't, would still be great!

 - Melissa Simpson, Estate Planning Council of Central Pennsylvania

NAEPC used ConferenceAdit's Digital Conference Book, Course Surveys, and CE Tracking for the 55th Annual NAEPC Advanced Estate Planning Strategies Conference and had a fantastic experience. The system does exactly what it's designed to do, especially with regard to improving the attendee experience, and does it very well. With credit available in all states for all estate planning-related disciplines, this service was a wonderful addition to the conference.

 - Eleanor M. Spuhler, National Association of Estate Planners & Councils

ConferenceAdit  - Virtual Event Production Services

The Coronavirus pandemic is challenging all of us, and for how long remains an unknown. However, for most organizations, standing still is just not an option. Remaining relevant can’t wait.

To help estate planning councils stay connected with their membership, ConferenceAdit is now offering a virtual conference option.

Combining a flexible virtual meeting platform technology with ConferenceAdit's industry-leading continuing education tracking, attendees can earn CE credit and provide post-session feedback right from their home or office. No need to cancel your meetings! This turn-key virtual solution is cost effective and can be implemented with minimal lead time.

  • Full Set Up, Speaker and Attendee Support

  • Attendee CE Tracking & Control, Reporting and Certificates

  • Live Session Surveys

  • Ability to record and package sessions for future use.

  • Cost effective with multi-meeting discounts available

ConferenceAdit handles all of the details: speaker training, testing and full monitoring during the session, digitial delivery of all conference/session materials, tracking of attendance, and capturing feedback. Attendees participate remotely with audio and presentation visibility. Live polling and Q&A features are also available. Continuing education reporting and session-level survey responses are available to the council immediately following the meeting.

The set-up fee for estate planning councils is reduced to $250 (up to 225 attendees) and the per-speaker fee is reduced to $550. Additional fees apply for over 225 attendees and optional video production services.

Let ConferenceAdit ease the stress and anxiety related to your council's event planning. Contact them today at [email protected] to learn more!

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.