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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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:

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.

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.

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.

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.

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.

“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.

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.

At MileMark Media, we exclusively build law firm websites. We utilize our extensive industry knowledge, incorporate dynamic strategies from our dozens of studies on optimizing conversions and implement best practices that support our findings. We are the best of both worlds when it comes to internet marketing and legal marketing, let us build you the perfect law firm website.

MileMark Media offers NAEPC members a 10% discount on all website and marketing packages. Use discount code “NAEPC” or mention you came from the NAEPC website when contacting us to receive the discount. We have worked with numerous estate planning law firms to grow their business, contact us today at https://www.milemarkmedia.com/contact/ or by emailing Vincent M. Tittel directly at [email protected].

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.

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

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.

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

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Just in time for the new year, NAEPC is pleased to offer logo merchandise.  

Purchase your long- or short-sleeve t-shirt or polo shirt today and produdly wear the NAEPC logo within your home community, providing the perfect opportunity to start a discussion about the importance of the team approach to estate planning.

Each year, a variety of speakers are made available to NAEPCs affiliated  councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet for live programs).  Speakers may be available for distance-learning or in-person programs, depending on their preference.

This benefit has been wildly successful since its inception and we are pleased to provide the packet for the current fiscal year below.

The Proven Leader in Online Marketing for Estate Planning Attorneys

Since 2007, Omnizant has helped hundreds of estate planning law firms build a powerful and highly effective online presence. We take a holistic approach to online marketing, offering a full suite of services designed to help you build a powerful web presence that not only attracts new visitors but converts them into paying clients.

Omnizant is a comprehensive, end-to-end legal practice management application that delivers the power of one solution to boost your firm’s bottom line.

Powerful features to stay organized, automate your practice and get paid include:

Rocket Matter helps estate planning law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal practice management solution, it has the most powerful, easy-to-use time and billing software in the industry. With award-winning customer service based in the U.S., it’s no wonder thousands of law firms swear by Rocket Matter.

• Time and billing
• Contacts, calendaring, and task management
• Online payment processing
• Unlimited document storage, automation, and the most robust NetDocuments integration in the industry
• Project Management
• iPhone and Android apps
• And much, much more! 

As an Accredited Estate Planner designee, Estate Planning Law Specialist certificant, At-Large member, or member of an affiliated local council, you’ll receive a 15% lifetime discount off our Rocket Matter Pro Edition. Learn more by signing up for a free 7-day trial. No credit card required! You’ll also receive a free customized demonstration of our software catered to your firm’s individual needs. Learn more about your Rocket Matter member benefit here.