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

Lorman Education has been educating professionals for over 32 years and understands the need for concise, accurate and timely information on regulations, laws, and business changes.

NAEPC members are eligible for a $449 discount on the All-Access Pass for CLE training and/or a 30% discount on individual live or on-demand webinars.

This new member benefit is available following Dr. Ferdinando Mirarchi's revealing presentation during the 60th Annual NAEPC Advanced Estate Planning Strategies Conference, "Flip A Coin….Does your Living Will Protect or Harm You?".

MIDEO®, or My Informed Decision on VidEO, is a revolutionary state of the art patient safety technology that brings your voice to the forefront of your medical care when you experience a medical crisis.  Many of you who are experts in estate planning, have done your job to create an advance directive and health care power of attorney.  You have even recommended these documents to your clients.  And why not, they are two vital of the 5 major components of your estate plan.  What you were not aware of is that there is a nationwide patient safety risk to all of you and your families related to medical teams misunderstanding your wishes and causing two types of medical errors.  The first being under treatment (where you do not get aggressive lifesaving treatment) and the second being over treatment (where teams provided to much care when you were ready to accept a natural death).

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

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

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:

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.

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.

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.

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!

Tracers, the #1 trusted cloud-based public records search software, is designed to help you find key pieces of information for estate planning available only in public and private records. For decades, Tracers has provided law firms and estate planners with access to an online database of over 42 billion records. Tracers estate and trust litigation law software was named a TechnoLawyer “Top Product of 2020” because of its dedicated customer service, cloud-based functionality, and powerful search tools. With comprehensive people and property data and flexible, customizable solutions, Tracers is the best legal research software for estate and probate attorneys and their clients.

Powerful features for estate planning & probate attorneys include:

• 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.

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 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.

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.

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.

The Charitable Planning Desk Reference for Advisors® (CPDR), now in its 5th 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 5th 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: