Special Needs Map, LLC is a unique, powerful tool for financial advisors, estate planning attorneys, life insurance agents, and other professionals. It helps estimate how much money their clients may need to leave their child someday upon passing. The tool was created by a team of financial advisors with a decade of experience in the special needs realm to make special needs planning accessible to all professionals who want to be able to give sound advice in special needs planning situations.

NAEPC members are entitled to a 25% discount.  Please use coupon code NAEPC101 during the sign up process.

More time, more opportunities, or happier clients?  
With Ruby, you don’t have to choose.  

Our virtual receptionists take care of callers when you’re unavailable, increasing your billable hours while delivering exceptional experiences for the people who call your practice. 

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. 

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:

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.

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.

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.

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
• Mobility
• Enhanced security

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. 

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.

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.

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: