National Association of Estate Planners and Councils

NAEPC Response to COVID-19

Dear Members, Sponsors & Friends:

NAEPC is carefully monitoring the public health response to, and guidance about, the coronavirus disease 2019 (COVID-19).   The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events, which includes information from the Centers for Disease Control (CDC), World Health Organization, U.S. State Department, etc.

National Office
Our national office will be closed until further notice beginning on Wednesday, March 18, 2020 and the staff team will be working remotely during this time.  As of March 22nd, the State of Ohio has mandated the closure of all non-essential firms through April 6, 2020.  We remain committed to exceptional member service and ask for your patience with what may be minor delays with replies to both email and telephone messages. 

  • Dues processing will be delalyed.  
  • The deadline for Accredited Estate Planner dues and recertifications has been extended until April 30, 2020.  Online renewal is recommended until further notice.

National Events
At this time, we plan to continue hosting the 57th Annual NAEPC Advanced Estate Planning Strategies Conference as planned, but retain the right to cancel if doing so is in the best interest of the health of the attendees/members.  Planning for the 2020 Regional Leadership Day programs has been deferred and will be evaluated regularly.

Estate Planning Councils
Affiliated local estate planning councils are encouraged and welcome to contact NAEPC at any time for guidance with regard to hosting events, for sample text related to either member communication or holding events, or for resources with regard to hosting distance-based programming in place of in-person events.

Your patience and flexibility during this unprecedented time is appreciated.

Last Update: 03/30/2020

Organizational and General Documents