The National Association of Estate Planners & Councils (NAEPC) is a national organization of affiliated estate planning councils and professional estate planners focused on establishing and monitoring the highest professional and educational standards. NAEPC provides public awareness of the services rendered by multi-disciplinary professionals who meet these standards and believes that the team approach to estate planning best serves the client.
NAEPC, with its affiliated councils, serves to assist its membership by providing a forum to maintain and strengthen:
- Their cutting-edge awareness of the continually changing and expanding opportunities.
- Communication and development of a common language between the various disciplines.
- A unified point-of-approach.
We encourage professionals who are primarily engaged in estate planning to become active and maintain a membership in an affiliated local estate planning council/councils as it is only with a strong networking system and ongoing professional education that one can continue to grow as a professional. Find an estate planning council in your area.
See our mission statement. We are the association of choice for estate planning professionals!
An additional goal of the NAEPC is to encourage specialization programs to increase recognition and acceptance of estate planning as a specialty. NAEPC administers two separate and distinct specialization programs:
Accredited Estate Planner® (AEP®) is available to individuals in the professional disciplines of accounting, insurance, law, trust services, and insurance & financial planning. This designation is for individuals who have met the requisite requirements, including estate planning experience and recommendations by colleagues, and may require completion of certain graduate estate planning courses. All individuals obtaining the AEP® designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.
Estate Planning Law Specialist (EPLS) is available to attorneys practicing in the estate planning arena. Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is run by The Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils.
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Frequently Asked Questions for estate planners and councils