Our Affiliates
- American Academy of Estate Planning Attorneys
- National Network of Estate Planning Attorneys
- National Academy of Elder Law Attorneys
- WealthCounsel
Our Partners
- Advanced Planning Solutions
- ElderLawAnswers
- Living Trust Network
- PBO Solutions
- Premier Software
The
American Academy of Estate Planning Attorneys is an exclusive, national
membership organization serving the needs of attorneys and law firms who focus
on one or more of the following areas: estate planning, elder
law, post mortem services and financial services. The Academy fosters excellence
in planning and complete wealth care services among its members by
providing top-of-line resources.
The
Academy offers a total solution to the needs of the estate planning attorney’s
law practice. With integrated marketing systems and one-on-one practice
management support, members transform their practices into thriving,
efficient, successful businesses. In addition, the Academy’s unmatched
legal education and document production software and systems make it possible
for members to help clients effectively plan their estates. As a result,
individuals maintain control over their assets and ensure that their families
are cared for after they’re gone.
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The National Network of Estate Planning Attorneys is the leading single-source
provider of education and information services, products,and practical tools. As
a leader in this industry, they empower estate planning
professionals to provide superior client service while building prosperous
and satisfying professional careers.
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No matter how much expertise and professional knowledge
you have in the estate planning field, your
financial success ultimately depends on how efficiently,
quickly and accurately you can produce your documents. WealthDocs
is flexible and sophisticated enough to serve the needs of today's
estate planning practitioner. As an open architecture system, it is a
new - and completely unprecedented approach to document assembly - using commercially
available software applications: Hot Docs© for the document assembly
engine, and Microsoft Word© for word processing. Planners no longer
need to be held hostage to proprietary systems that are leased (not purchased
liked WealthDocs) and that must be returned when expensive lease payments
are stopped. Upgrade to an up-to-date, customizable document assembly
system that can integrate with all Hot Docs© database, billing and other
automated documents used in today's law practice.
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Advanced
Planning Solutions, LLC, provides cutting-edge practice tools to the estate planning community.
We equip estate planning professionals with the leading systems to manage trust funding and trust
settlement services. Our professional software tools automate and standardize these critical stages
of the estate process, making cumbersome administration efficient, accurate, and profitable. By
using our software systems to manage these tasks effectively, practitioners can ensure that their
clients' estate plans work and that their objectives are successfully achieved. Our systems
also integrate with Connect2A, WealthDocs™, and contain DocuBank® enrollment forms.
For
more information, visit www.advancedplanningllc.com,
or call 1-800-300-0431.
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ElderLawAnswers is a national network of more than 750 law
firms in 49 states who serve older clients and their families. Much of their work involves guiding
them through the often-intimidating system of financing long-term care.
In addition to an easy-to-use attorney locator, which enables
consumers to find local, qualified elder law attorneys; ElderLawAnswers provides a wealth of
consumer-oriented information on elder law and estate planning issues, elder law calculators, an elder law
glossary, and newsletters that are designed to assist consumers.
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The Living Trust Network is a worldwide network of consumers and
professionals who are interested in the promotion and advancement of living trusts and other estate
planning techniques. Individuals and families have access to a wide array of information and resources
on all aspects of living trusts and estate planning, in addition to the services of estate planning
attorneys through the Legal Services Program.
The Living Trust Network also provides a number of blogs that are designed to provide up-to-date
information of interest to our members and quests, plus a discussion forum to facilitate an active
exchange of information by consumers and professionals alike.
For more information visit
www.livingtrustnetwork.com or call (860) 693-1376.
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