What is Lawgic Wills & Trusts?

Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by nationally recognized estate planning experts, the program’s patented technology uses a question and answer session to guide you through the drafting process, with up-to-date research and analysis tailored to each question. The combination of the authors’ expertise and Lawgic’s system makes Lawgic the best tool available to assist you in your practice

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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.

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.

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.

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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.

ConferenceAdit has transformed how continuing education tracking and reporting is managed and has been assisting NAEPC since 2017… now they stand ready to help your council become more organized and efficient!

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.

Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by CardConnect, a Fiserv company (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 CardConnect – a leading provider of processing services to the legal and accounting industry.

NAEPC benefits with CardConnect:
Preferred Rates
Members save an average of 27% on processing fees by switching to CardConnect.  Plus, CardConnect offers the Merchant Surcharge Program to offset credit card transaction expenses by passing discount rate to the cardholder.

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.

All Language Alliance, Inc. is a legal translation agency you can trust to provide certified translation services, official document translation services, Apostille translations, medical translation services, legal document translation services, in-person deposition interpreting services, remote Over the Phone and video deposition interpretation services via Zoom, technical translation services, and court certified translation services into more than 100 languages.

Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids, debuted as the #1 Amazon bestseller in new releases for Wills/Estate Planning. It features 10 estate steps to create an estate plan, why it is critical to use an estate planning attorney, and 5 talks to have with your parents about the future.

This book addresses frequently asked questions, walks clients through the estate planning process, and affirms the clients’ decision to work with an estate planning attorney. Additionally, the book highlights 5 important discussions to have with aging parents regarding finances, medical concerns, aging, end-of-life care, and death.

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:

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.

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.

The Family Business Difference

Family Business Magazine is the leading authority on running a successful multi-generational family business or family enterprise. Now in its 32nd year, Family Business publishes six print issues a year and reaches over 30,000 readers per month on www.familybusinessmagazine.com with important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies.

“Family 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.

The Journal of Financial Service Professionals, the official publication of the Society of FSP and considered by many the most valuable benefit of membership in FSP, is now available to members of NAEPC at a special discounted price.

Each issue of the Journal delivers impactful information and results-oriented content you can apply in your practice immediately, including a column dedicated exclusively to estate planning topics. Contributors to the Journal are thought leaders and experts from the entire spectrum of financial services, reflecting the nature of your practice—which requires a collaborative, multidisciplinary approach to deliver the highest level of client service possible. Enjoy the Journal’s superior content in your choice of format; your subscription includes the print edition, online version, and digital edition which is designed to be read from your smartphone or tablet.

Klark Software is a simple, proven point of sale tool that uses color graphics to clearly illustrate the value and benefit of life insurance to your clients.  Since 1993 our program has featured a short learning curve, simple interface and minimal, customized output.  In today's selling world of social media Klark Software's strength of simple concept selling is being greatly utilized in Skype, Webex and email presentations.  The use of graphics in your proposal will make your sales process more efficient and help the client comprehend and retain the information presented.  Easy to use, easy to understand.  The simplicity of Klark Software is its strength.

The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated.  Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact.  By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios.  Our “Cash Flows” proposal compares the three most common ways of funding settlement costs.  A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods.  A sample presentation of our Estate Planning Program can be found here. 

LeadingResponse, premier performance marketer for the estate planning and elder law attorney market, connects consumers facing life’s big decisions to experts at exactly the right time help is needed. Clients find they get better results, better technology, and better service with LeadingResponse via our national partnerships, leading-edge technology, and our proven multi-channel solutions. LRSP consistently drives over 100,000 consumers/per month to our clients for seminar events, scheduled appointments, and webinars.

Learn more at LeadingResponse.com. 

Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.

In just 42 minutes you’ll learn how to deliver a Legacy Talk interview that reveals a person’s values system, boosts quality introductions, and competitor-proofs your practice.