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 statementWe 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.

  • Attendees enjoying the welcome reception at the 2013 Annual Conference
  • Attendees interacting with exhibitors at the 2013 Annual Conference
  • Dick Oshins and Bob Goodman
  • Exhibitor at the 2013 Annual Conference
  • Mark Alton introducing Bob Keebler at the 2013 Annual Conference
  • NAEPC Past Presidents at the 2013 Annual Conference
  • New Estate Planning Hall of Fame Entrant Duncan Osborne at the 2013 Annual Conference
  • Past presidents Steve McDaniel and Tom Forrest at the 2013 Annual Conference
  • Presenter Paul Lee interacting with attendees at the 2013 Annual Conference

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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.Watch a brief video about the AEP® designation.

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.