Frequently Asked Questions
Please click on the question below to see the answer. In some cases, the answer is provided on this page.
Questions About The Accredited Estate Planner® (AEP®) Designation
- How many years of estate planning experience do I need to apply for the Accredited Estate Planner® designation?
- How do I find an estate planner in my area?
- Do I need to hold an underlying designation to be eligible for the AEP® designation?
- Can my professional references work for the same company that I do?
- Where can I get an application for the AEP® designation?
Questions About The Estate Planning Law Specialists (EPLS) Designation
- What are the requirements to obtain the EPLS designation?
- Are sample questions for the EPLS exam available?
- How do I find an EPLS in my area?
Questions About The Local Council Web Site Program
- What is the cost?
- Who maintains the website? Are we responsible? A: Yes, the council is responsible for all population and maintenance.
- Why is it better to host a website with the NAEPC rather than host an independent website? A: NAEPC creates and enhances the website platform specifically for estate planning councils with suggestions from estate planning councils. We provide a cost-effective solution that is easy to use and continually updated.
- I don't know HTML code, will I be able to administer the website? A: Yes! The website is developed specifically for non-technical users. No computer language is required to populate or update the site.
- Who do I call when I need help? A: The national office is your first line of support.
- Can I cut and paste information from current documents into the site?
- Who received the responses/RSVPs from the people who register online?
- What are the main differences between the various levels of the NAEPC-hosted websites?
- How do you set up a merchant account? Where should we go to set up a merchant account? A: NAEPC has a preferred vendor for this purpose. Please contact firstname.lastname@example.org for more information.
Questions About Affiliating Your Council with NAEPC
What happens if we join half-way through the year?
Dues will be required again on January 1 of the following calendar year. Councils that join on our after October 1st of any calendar year will have their payment carried through the next calendar year.
When our council joins, does this make all the council members, members of the NAEPC?
By virtue of a council's membership, the member of the local council is entitled to take advantage of the programs and services offered by NAEPC. The council is the true member of NAEPC, however.
By joining the NAEPC, does the local council then fall under the NAEPC's 501(c) 6 status?
No, every council is a separate entity and should establish themselves as such.
- What benefits are our members entitled to take advantage of?
- Does NAEPC have organizational documents that can help formalize a council?
- Does NAEPC have a guide to operations of a council?
- What is Council Leadership Day at the annual conference, and who should attend?
Questions About the NAEPC Annual Advanced Estate Planning Strategies Conference:
- How can I become a sponsor or exhibitor at an upcoming Annual Conference?
- How do I register to attend an Annual Conference?
Questions About The NAEPC Journal of Estate & Tax Planning
Is the NAEPC Journal of Estate & Tax Planning available in print?
How can I contribute to The NAEPC Journal of Estate & Tax Planning?
By contacting the Editor.
Questions About Offering a Member Benefit
- How can I submit a product, service, etc. for consideration by the NAEPC?
- What types of programs are accepted?
Questions About the Robert G. Alexander Webinar Series
How do I know if I’m registered for a webinar? A: All registered attendees will receive a confirmation from ConferTel (email@example.com), our technology provider, within a short time of the initial registration. A reminder will also be send approximately 24 hours before the program begins. The email subject line will include a program number followed by “NAEPC Webinars Confirmation”. If you have not received a confirmation email, please check your email “junk” folder or contact ConferTel at 866-930-4500 to request duplicate credentials. NAEPC is not able to send duplicate credentials.
When will I get the materials for the webinar? A: Materials are distributed via a link in the confirmation email received the day prior to the program. They can also always be downloaded from the “documents” section on any live program. The type of material available varies from program to program.
Can I get continuing education credit for a webinar? A: Continuing education credit is available for Accredited Estate Planner® designees who attend the entire program. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements, are able to self-file, and have participated in the entire program. It is your responsibility to determine whether your state, discipline, or designation will allow you to self-file for a distance-learning program. Those listening to the program on-demand, after it has occurred live, must complete the survey at the end of the program to gain access to the certificate of completion.
Help! I registered for a webinar and wasn’t able to attend! Now what? A: Within 48 hours of the webinar you will receive replay access through a special email from ConferTel. This email is the only way to access the program after it has occurred live. Access is not available until approximately 48 hours following the program.
What is a “group gathering”? A: A group gathering allows participants gathered in a single location to view the program together. You will receive one feed for the program, which can only be played in one location. You are able to add additional feeds to a group gathering for satellite locations for a fee of $25/feed. Please contact NAEPC to facilitate the process after purchasing the initial group gathering.
Our EPC would like to use a webinar as an on-demand program. How long after the live program must we wait to ensure that the program will be available? A: 48 hours.
Our EPC or firm wants to offer continuing education credit. Can we? A: If you would like to provide CE credit outside of what is provided by NAEPC, you must check with your state governing board(s) and/or licensing bodies to learn and understand their filing and program requirements. All filings, reporting, fees, and record keeping is the responsibility of the host.
I would like to register for the Yearly Series, how does that work? A: It’s a two-step process. First, register with NAEPC by using the link found at www.naepc.org/webinars. You will then receive a confirmation email that provides instructions on how to register for each program individually, which is necessary to make sure you have unique log-on credentials for each program.
Our council is entitled to group webinars as a part of the Council of Excellence or 5 Star Council Award! How do we gain access to the programs? A: Email firstname.lastname@example.org to claim your comped registration.