NNEPA
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.
- Company typePrivate
- Founded1997
- HeadquartersIndianapolis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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.
NNEPA firmographics
Firmographics- 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
NNEPA industry classification
Industry- 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
Where NNEPA is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NNEPA business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- 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
NNEPA product offering
Product offeringCore 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
Companies that use NNEPA
Customer profileSegments3 records
Ideal customer profiles3 records
NNEPA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
NNEPA partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- National Financial Services InstitutionscoreStrategic 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
NNEPA competitors and assessment
Company assessmentDirect 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
NNEPA social profiles
Digital presenceNNEPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
NNEPA leadership team
Management profileNumber of profiles
Profiles2 records
NNEPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NNEPA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NNEPA
What does NNEPA do?
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.
Is NNEPA a public or private company?
NNEPA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NNEPA founded?
NNEPA was founded in 1997. It employs 1 to 10 people.
Where is NNEPA based?
NNEPA is headquartered in Indianapolis, United States, in the North America region.
How does NNEPA make money?
One revenue line is on record: attorney Membership Fees.
Who are NNEPA's main competitors?
Direct peers on record are WealthCounsel, American Academy of Estate Planning Attorneys and WealthDocx. Others are LawPay, Clio, Rocket Matter and Hot Docs (AbacusNext). LegalZoom is listed as a broad incumbent. Emerging players are Trust & Will and FreeWill.
Does NNEPA have an API?
No public API is recorded for NNEPA.
What industry is NNEPA in?
NNEPA's product category is Estate Planning Legal Services. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 611710 and its SIC code is 8600.