National Association of Estate Planners and Councils

Volunteering with NAEPC

NAEPC is a dynamic and growing association comprised of affiliated local estate planning councils, their 28,000 members, and Accredited Estate Planner® designees, led entirely by a volunteer board of directors, a strong committee configuration, and many volunteers serving on an as-needed basis for project-based or task force work.  We are always looking to expand our volunteer base and encourage council leaders, council members, and designees to get involved by serving on one or more committee.

Current committee alternatives are:

Accredited Estate Planner® Designation (meets monthly on the 4th Monday at 2:00 pm ET)
Responsibilities: designation program maintenance & growth, must be a current designee to participate

Annual Conference (meets monthly on the 4th Monday at 11:00 am ET)
Responsibilities: site selection, program development, fundraising for upcoming annual conference & general event policy

Council Relations (meets monthly on the 4th Thursday at 11:00 am ET for approximately 30 minutes)
Responsibilities: affiliated local council retention & growth within territory structure, promotion of benefits, programs & services for council consumption

Member Benefits (meets monthly on the 4th Monday at 4:00 pm ET for approximately 30 minutes)
Responsibilities: review and refer member benefit applications, online speaker’s bureau review

Multi-Disciplinary Teaming (meets monthly on the 2nd Thursday at 2:00 pm ET)
Responsibilities: oversight of projects & materials related to the team concept of estate planning

Publications (meets 3-4 times per year on the 1st Thursday at 4:00 pm ET)
Responsibilities: oversight of the NAEPC Journal of Estate & Tax Planning

Robert G. Alexander Webinar Series (meets every other month on the 4th Thursday at 2:30 pm ET)
Responsibilities: programming and oversight for webinar series

Website & Technology (meets monthly on the 3rd Tuesday at 10:30 am ET)
Responsibilities: development of affiliated local website platform,, oversight of association’s social media strategy, and varied committee requests

Still Interested?
Please complete and return a committee participation application to the national office.  You will be contacted within two weeks of receipt of the application by staff and/or a committee chairperson.