Formed in 1962, the National Association of Estate Planners & Councils is truly the association of choice for estate planning professionals! The association’s mission is to promote the multi-disciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils.
NAEPC is represented by over 260 affiliated local estate planning councils and their 29,000 members throughout the United States. These affiliated local estate planning councils generally admit to membership attorneys, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners® & trust officers and some councils choose to offer a wider membership base including Chartered Financial Consultants, valuation professionals, planned giving professionals, etc. Affiliated local councils are varied in their activity level, programming efforts and structure, but all maintain NAEPC's multi-disciplinary approach to estate planning. A list of all affiliated local councils can be found online
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to recognized professional credentials within the various disciplines of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation and character. An AEP® is required to maintain continuing education hours and membership in an affiliated local council (if a council is available to them) and must continually adhere to the NAEPC's Code of Ethics. To learn more about the AEP® designation, please visit this webpage
The Estate Planning Law Specialist (EPLS) designation is available to attorneys specializing in estate planning. The Estate Law Specialist Board, Inc., an attorney-run affiliate of the National Association of Estate Planners & Councils, is the only ABA-accredited program for certification of an attorney as an Estate Planning Law Specialist, other than some state bar associations which have their own specialty designation programs, such as CA, FL, TX, and several others. To learn more about the EPLS certification program, please visit this webpage
. You may also contact the national office to learn about upcoming live review courses and exams.
A list of all Accredited Estate Planner® and Estate Planning Law Specialist designees can be found here
Benefits of Membership
Affiliated councils can avail themselves to many benefits, such as Steve Leimberg's incredible LISI e-mail news and analysis service at a nominal fee, quick access to best practice information and sample documents, competitively priced website templates, and special council-only discounts.
Both members of affiliated local councils and designees are entitled to take advantage of the benefits, programs and services offered by the NAEPC. The list of “Value Partners” changes frequently and can be found online. These companies agree to provide NAEPC members with discounted pricing on programs and services. Arrangements currently exist with over 40 vendors! The NAEPC Journal of Estate & Tax Planning is also available to all members at no charge and is full of technical information appropriate for every member of NAEPC. Published quarterly, this online resource has been quickly growing in readership and popularity.
Accredited Estate Planners® receive the AEP® Alert Newsletter, along with several other key benefits like a greatly reduced fee to attend the webinars included in the Robert G. Alexander Webinar Series and a special private educational session at each annual conference.
Finally, NAEPC offers what is perhaps one of the strongest and most intimate estate planning conferences in the country. The program serves two purposes: one full day of estate planning council development sessions and two full days of continuing education and credit. Nationally-known presenters offer cutting-edge education supporting NAEPC’s core value – the multi-disciplinary approach to estate planning. For more information about the upcoming Annual NAEPC Advanced Estate Planning Strategies Conference, please visit the events page of this website
For more information about NAEPC, view the website, email firstname.lastname@example.org
, or call (866) 226-2224.