Member Benefits

The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, process, or service offered to its membership.


Many benefits are available grouped in the following categories:

Presentation Materials and Office Supplies

EstatePlanningBinders.com

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.

Our current in stock Binder titles:
 
  Estate Planning Portfolio
  Estate Planning Documents
  Business Planning Portfolio
  Company Documents
  Corporate Documents
  Financial Planning Portfolio
  Irrevocable Trust Portfolio
  Retirement Trust Portfolio
  Special Needs Planning Portfolio
  Gun Trust Portfolio
  Trustee Manual
 
Each Binder includes up to 20 Stock Index Tabs of your choice!  We recognize that each firm and client is unique and has specific requirements.  For this reason, we developed an exceptional stock Index Tab program.  You select the Index Tab titles your firm prefers from more than 118 stock titles.
 
We provide Free Ground Shipping on all stock orders to the Contiguous 48 States. 
 
Most in stock orders ship the same day!
 
We also offer Binders with Your Firm Name/Logo, other Custom Binders, and Custom Index Tab Sets. 
 
If your firm wants a specific look and feel, EstatePlanningBinders.com can produce it.  We have been producing Binders and Index Tabs for more than 25 years and have a wealth of knowledge and expertise.
 
In addition to Binders and Index Tabs, we also produce:
Thousands of products available to apply your Firm Name/Logo!
 
Visit EstatePlanningBinders.com for Pricing, Product Photos, Client Testimonials, etc. As a client, you can also take part in our Referral Rewards program.
 
Phone:  408-448-1800
We offer NAEPC members special discounted pricing that can be viewed by logging in below and navigating back to this benefit listing..
                                                                                                                                                                                                                                                                                                                        06/01/17

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


Family Business magazine

The Family Business Difference

Family Business Magazine, the leading print authority on running successful family businesses, is the only magazine in North America that targets thriving multi-generational family companies. Now in its 27th year, Family Business publishes six issues a year covering important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies. More than 20,000 readers all across the nation read the insightful and informative content.

Family Business Magazine also publishes the highly regarded 14-volume Family Business Handbook Series, in-depth and essential reference works on key family business topics.

Family Business Magazine also produces 5 family business Transitions conferences a year—in California, Florida, Mexico, Toronto, as well as a Private Company Governance Summit in Washington, DC, and a Generational Wealth conference in Miami. Please check their website for dates.

Family Business’s searchable articles archive of more than 800 articles is available to ALL subscribers free of charge on registration. The Family Business Magazine bi-monthly E-Newsletter has become an essential news source for more than 10,000 opt in subscribers and is sent free of charge.

Family Business Magazine would like to invite all members of the National Association of Estate Planners & Councils to become subscribers at the special discounted yearly rate of $59.00 for all 6 issues, plus free access to the online archives and the free e-newsletter. Simply fill out the subscription form available to the NAEPC members in the password protected area of this site and fax to Family Business.

Family Business recently highlighted Estate Planning for owners of family companies in a special supplement.  Don’t miss the opportunity to receive these important magazines. Send in the form today and begin your subscription.

06/05/17

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


Legal Binders Now (LBN)

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.

LBN’s presentation products are manufactured in our state-of-the-art facility located in the Heartland of America. We manufacture using only the highest quality materials and craftsmanship. Each and every one of our products will allow you to be confident in the professional image that you want to display to your clients. To personalize your presentation products, we offer the option of custom imprinting your firm’s information on all of our products.

As a Value Partner, we are pleased to offer special manufacturer-direct pricing on all of our products and for our custom imprinting options to all members of NAEPC and its affiliated local councils.  Additionally, with each case of our premium or deluxe binders ordered, NAEPC members will receive 6 sets (1 case) of any of our stock line of Index Tab Dividers free with their purchase.  Please visit our home page and click on NAEPC Members to create your Legal Binders Now account and access our NAEPC specials.

To receive your free Index Tab Dividers, select the divider set you want from the dropdown menu appearing with the binder. You can find detailed information about the dividers titles we offer by clicking on Dividers under the New Products tab on any page.

Please visit us at www.legalbindersnow.com to view all of our products available.

If you have any questions regarding our products, please contact one of our product specialists at sales@legalbindersnow.com. We will be glad to assist you.

All of us at Legal Binders Now look forward to working with you!

10/04/13


The Life Documents Organizer Kit by Smead Manufacturing Company

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.

For more information on the Life Documents Organizer Kits, including a product overview video and assembly instructions, please visit the Smead ecommerce store at www.myorganized.life.    NAEPC members receive a 20% discount when using the discount code found in the NAEPC members-only area (please navigate back to the listing after logging in).

06/28/16

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