National Association of Estate Planners and Councils

The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning. See our mission statement. We are the association of choice for estate planning professionals!

We encourage every estate planning professional to become active and maintain a membership in a local affiliated local estate planning council/councils. It is only with a strong networking system and continual cutting-edge professional education that one can continue to grow as a professional. Find an estate planning council in your area.

  • President McCleary, 2013 President Averett and Past President Falanga
  • Panel Moderator Gary Flotron
  • Hartman Axley and Len Neiman
  • Presenter Bob Keebler
  • Hall of Fame Entrant Jerome Hesch
  • Presenter Caryn Keppler
  • 49th Annual Conference technical education sessions
  • Sponsors and attendees enjoying the Welcome Reception
  • Presenter David Pratt

New on This Site:

  • Download the FREE NAEPC App for iOS and Android today! Once downloaded, tap the “contest” icon and complete the form to be entered into a drawing to win a complimentary Council Leadership Day or Educational Package registration to the 50th Annual Conference this November 20 – 22, 2013 in Las Vegas. iOS link / Android link
    *NAEPC must receive contest entry by March 31, 2013 to qualify.
  • 50th Annual Sponsor Kit released!  Don't miss out!
  • Active Accredited Estate Planner® designees have access to the Consumer Tri-fold Brochure, now both online and in hard copy! 
  • Monthly estate planning newsletter provided by Leimberg Information Services 

The NAEPC's particular focus is on:

  • accounting
  • insurance
  • law
  • trust services
  • financial planning

A primary goal of the NAEPC is to encourage specialization programs to increase recognition and acceptance of estate planning as a specialty. NAEPC has two separate and distinct specialization programs:

Accredited Estate Planner® (AEP®) is available to individuals in the professional disciplines represented by NAEPC. 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.

NAEPC 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 five disciplines.
  • A unified point-of-approach.

We encourage every estate planning professional to maintain a membership and become active in their affiliated local estate planning council. It is only with a strong networking system and continual cutting-edge professional education that one can continue to grow as a professional. Find an estate planning council in your area.