NNEPA

What NNEPA does

NNEPA (National Network of Estate Planning Attorneys) is a private, membership-based cooperative alliance founded in 1997 and headquartered in Indianapolis, Indiana. The organization serves independent estate planning attorneys across the United States by providing a structured platform of practice development, proprietary methodology, training, software, and referral network access rather than operating as a consumer-facing law firm.

Its product platform centers on three offerings. First, ProSuite, an integrated estate planning software suite built on the Hot Docs document automation platform and composed of PlanningPro (custom document generation), FundingPro (asset transfer coordination), and SettlementPro (trust administration), updated monthly. Second, a multi-year educational curriculum organized around the Practice Evolver Model and Three Step Strategy methodology, including the two-year Practicum Transformation Experience (PTP and APIP), Spring and Fall Collegium events, specialty workshops, and niche training tracks (Medicare Planning, Settlement, High Net Worth). Third, network services including a public Member Registry directory, a members-only portal, and the Truth About Estate Planning client orientation program.

Revenue is generated primarily through recurring attorney membership fees (subscription model), with additional revenue from training programs, CE-credit workshops, and certification designations. The organization is led by Chairman Rick Randall (long-tenured Education Director and founder-partner) and COO Joe Bentivoglio, and operates as a cooperative with no external institutional investors. Strategic alliances with national financial services institutions drive referral flow into the network by routing their agents' clients to member attorneys; a complementary Partners in Planning Program onboards CPAs, financial advisors, and insurance agents as collaborative referral partners.

Name

NNEPA

Legal name

The National Network Incorporated

Website

https://nnepa.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

NNEPA is a private, membership-based cooperative founded in 1997 that provides estate planning attorneys with proprietary software (ProSuite), a multi-year educational curriculum (Practice Evolver and Three Step Strategy), and a national referral network supported by financial-services partner alliances.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Educational Support Services (611710)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Estate planning services
• Attorney membership network
• Legal practice development
• Estate planning software
• Continuing legal education

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Attorney Membership Fees: NNEPA operates as a membership organization for estate planning attorneys. Attorneys pay membership fees to join the network and gain access to education programs, software, practice development resources, and referral network benefits.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

NNEPA is a cooperative membership alliance for estate planning attorneys, providing access to proprietary document automation software (ProSuite), structured practice development curricula, continuing legal education programs, peer referral networks, and client-facing educational resources. Members pay recurring fees to participate in the Network and receive turnkey systems for building counseling-centered estate planning practices.

Product overview

NNEPA is a cooperative alliance of estate planning attorneys offering a platform of practice development services, educational programs, and proprietary software. The core product portfolio centers on the ProSuite software package (including PlanningPro, FundingPro, and SettlementPro) for document generation and trust administration, supplemented by nearly 100 hours of Continuing Legal Education annually through Practicum courses, Collegium events, and specialty workshops. The educational offerings follow a three-year Practicum Transformation Experience curriculum, culminating in Certified Three Step Strategy Attorney designation. Additional services include the Members Only website, Member Registry directory, and practice management resources.

Differentiator

Problem solved

Functional benefit

Products and services

• ProSuite Estate Planning Software
• Practice Evolver Training Program (TOP)
• Practicum Transformation Experience
• Practicum I and II Live Training
• Spring and Fall Collegium
• Specialty and Niche Workshops
• Truth About Estate Planning Client Orientation Program
• Partners in Planning Program
• Member Attorney Registry
• Members Only Website and Communications

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• National Financial Services InstitutionscoreGTM or Marketing PartnerStrategic alliances with national financial services institutions that have tens of thousands of agents and representatives. These partners want to be introduced to skillful estate and business planning attorneys for referrals and client introductions. The Network places members in the spotlight to demonstrate expertise, attracting clients and referral sources.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• WealthCounsel: WealthCounsel is a nationwide membership organization that provides estate planning attorneys with document-drafting systems, practice resources and continuing education. It competes head-to-head with NNEPA for the same member attorney persona and overlapping product capabilities (software + education + community).
• American Academy of Estate Planning Attorneys: AAEPA is an invite-only membership alliance of estate planning attorneys offering practice development, peer support and continuing education. It mirrors NNEPA's cooperative-alliance model and is aimed at the same HNW-focused estate planning attorney segment.
• WealthDocx: WealthDocx provides estate planning document drafting software and practice resources to attorneys. It overlaps directly with NNEPA's ProSuite PlanningPro component and competes for the same member-software budget.

Others

• LawPay: LawPay is a payment-processing platform serving legal professionals. It is an ecosystem enabler rather than a direct competitor, butlaw firms are common customers and both LawPay and NNEPA serve overlapping attorney practices.
• Clio: Clio is a leading cloud-based legal practice management platform. While not an estate planning network, Clio serves many of the same small-to-mid-size law firm customers NNEPA targets and competes for the same practice-management software wallet share adjacent to ProSuite.
• Rocket Matter: Rocket Matter is a legal practice management and time/billing platform used by small law firms. It competes for the same small-firm software budget that NNEPA's ProSuite addresses and is an indirect technology peer for member attorneys.
• Hot Docs (AbacusNext): Hot Docs, now part of AbacusNext, is the underlying document automation platform on which NNEPA's ProSuite is built. It is a critical technology supplier/ecosystem participant rather than a competitor.

Broad incumbents

• LegalZoom: LegalZoom is a major consumer-facing legal services platform with a sizable estate planning product. As a broader incumbent in legal services, it competes with NNEPA member attorneys for basic wills/trusts demand rather than for membership subscriptions directly.

Emerging players

• Trust & Will: Trust & Will is a fast-growing direct-to-consumer online estate planning platform targeting millennials and HNW consumers. It attacks the low end of the estate planning market that NNEPA member attorneys also serve.
• FreeWill: FreeWill is a free online estate planning platform. While it focuses primarily on charitable giving use cases, it expands the universe of consumers creating basic plans without attorney involvement and is an adjacent disruptor to the NNEPA member attorney value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/joinNNEPA
• Facebookfacebook.com/joinNNEPA
• LinkedInlinkedin.com/company/national-network-of-estate-planning-attorneys

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NNEPA