National Association of Estate Planners and Councils

NAEPC President's Message

Welcome to the official website of the National Association of Estate Planners & Councils (NAEPC), the association of choice for estate planning professionals. If you’re looking for an estate planner, you’ve come to the right place. Our organization can connect you with a professional who has recognized, earned credentials and is a member in good standing of a local estate planning council in an area where one is available to them.

We maintain a database, available to you within this site, of Accredited Estate Planners® (AEPs®) and Estate Planning Law Specialists (EPLSs) who adhere to the concept of the team approach to estate planning so that your plan may be developed by a team of professionals of your choosing from the disciplines of attorney, accountant, insurance and financial planning, or trust officer. Our designees must earn and maintain, in good standing, a gateway credential in their designated professional discipline as an Attorney, Certified Public Accountant, Chartered Life Underwriter, Certified Trust and Financial Advisor, Chartered Financial Consultant or Chartered Financial Planner, and must then meet NAEPC's stringent criteria of continuing education, experience, proven knowledge and peer review. We make it easy for you to find an AEP with one of these six gateway credentials and to put together your own team to be sure each relevant area of expertise is brought to bear on your personal estate plan. You choose the extent of involvement you want your team members to have.

If you are an estate planning professional, we extend an invitation to you to learn more about our over 260 affiliated local estate planning councils and their 29,000 individual members. Affiliated local estate planning councils are required to have members representing, at minimum, the four primary disciplines of attorney, accountant, trust officer and insurance and financial planning. Many councils include other disciplines, such as planned giving specialists. We believe that maintaining a membership in an affiliated council is critical to professional development and encourage you to find and join the council(s) nearest you today.

NAEPC is in the midst of several very exciting projects. We’re encouraging our affiliated local councils to plan public estate planning day programs within their home communities during National Estate Planning Awareness Week. NEPAW 2015 was quite a success with several national and local publication mentions, as well as seminars geared toward fulfilling the mission of public education. In addition, many affiliated local councils planned their own estate planning day programs within their communities.

The upcoming 53rd Annual NAEPC Advanced Estate Planning Strategies Conference is scheduled from November 16-18, 2016 just outside Scottsdale, Arizona at The Wigwam. Please consider joining us for this outstanding event. The 2015 conference was a tremendous success thanks to the talent of our speakers and the outstanding attendees.

Finally, we will continue to pursue our mission with vigor in order to fulfill our vision. I look forward to being your president during 2016.

Very truly yours,

Lawrence M. Lehmann, JD, AEP®​
Lehmann Norman & Marcus LC
New Orleans, LA
2016 President

 

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