Academy Endorsed Resources & Vendors

As an Academy Member you will be able to enjoy many of our affiliates discounted prices and services.

	Founded in 1992 as a diversified financial services firm, 1st Global, Inc. has grown to one of the most prominent firms of its kind working within the tax and accounting professions. Its network of affiliated Finanical Advisors services individual investors, businesses and trustees of foundations, endowments, municipalities, retirement plans and other institutions.
	As the nation’s second oldest mutual life insurance company, Penn Mutual is a leading provider of a full range of life insurance and annuity products. Through its network of local field offices, Penn Mutual can provide Academy attorneys with access to its competitive products, and assist in the development of professional relationships and potential clients referrals from Penn Mutual representatives. In addition, the attorneys and other experts in Penn Mutual’s Advanced Sales Department can be a valuable “back office” for Academy attorneys in the areas of case consultation and design, illustrations and proposals, specimen forms and documents, tax research, and other technical support.
	Personnel Profiling Inc. is an independent consulting group which specializes in helping businesses select and develop their most important resource...People. They provide personnel testing so you can gain better insight into your potential hires, which in turn provides a better fit with your staff. The company’s President, Linda Winlock, has spoken at a number of Academy Events on the topic of “hiring smart.” She has also worked with the Academy to develop employee benchmark "job patterns" for Attorney/Owner, Marketing Coordinator, Signing Paralegal, Document Production, Office Manager and Receptionist. Personnel Profiling offers a substantial discount on their services to Academy members. Contact the Membership Recruitment Department to find out more about this and all other services available.

Decker & Associates, Inc. is an internationally recognized and award-winning consulting firm specializing in corporate-sponsored financial education and individual counseling based in Houston, Texas. In business since 1978, they have been providing their clients with objective financial counseling, motivating and edcational workshops, and innovative financial planning software.

	The National Alliance for the Mentally Ill (NAMI) is a nonprofit, grassroots, self-help, support and advocacy organization of consumers, families and friends of people with severe mental illness. They are looking for people that will provide them legal representation.
	The Cannon Financial presents a series of Teleconference Calls featuring nationally renowned estate planning expert Roy M. Adams. These monthly calls address issues that are of great importance to wealth advisory and estate planning professionals.
	PBO has set the standard as an outsource for funding living trusts and preparing and transmitting Crummey Notices. Law firms nationwide use our services not only to save time and money, but because of the peace of mind that comes with the reliability of outsourcing. Learn more at our website at www.PBOsolutions.com or call anytime at (800) 270-7410 with your questions.

Accurate Printing & Mailing	Our recommended resource for direct mail services, Accurate Printing & Mailing, provides substantial discounts to our members.
	Concords Fax Broadcasting lets you fax a document up to thousands of people simoultaneously, with just the click of a mouse. With Concord, you can submit a fax broadcast directly through WinFax PRO fax software. It is one of the easiest and most effective ways of making direct contact with customers and colleagues.
	DocuBank® is an electronic storage and retrieval service that provides emergency access to your living will and other health care documents.
	The Academy has arranged a special deal with General Advertising Products to offer our members tote bags at an outstanding discounted price.
	SEARCH-ATTORNEYS.COM Add your firm to a national listing of Estate Planning, Probate and Elder Law Attorneys. This listing grows every day, and can be easily located on the web using top search engines. For example, on google.com, if you enter "probate listing" in the search field, this directory will be the first return in the search results! There is no charge to have your profile or firm listing added to the directory. Visit www.search-attorneys.com today and get your firm's information on the Internet.

	Konica and The Academy have joined together to provide Members with money-saving deals on standard office equipment.
	Bank of America has provided a special offer on merchant services credit card processing for Academy Members.
	Office Depot offers dicount pricing for Academy Members on a number of their products.

Members get access to a special code for a discount on Trusts & Estates Magazine.

	Probate Professional offers a discount to Academy Members on their Probate Software Package.
	Brentmark provides discounted estate planning software tools to Academy Members.

“In the early days, I would have said that the marketing systems and tools had the greatest impact because they allowed me to build and sustain a full time estate planning practice very quickly. But now, I believe the greatest impact is the relationships I have formed with Academy staff and other members, all of whom always come through in providing any assistance or advice I need in managing my practice. My entire practice today is as a result of my membership in the Academy. I can’t imagine doing it any other way.” Wes G.— Louisville, Kentucky Member