National Association of Estate Planners and Councils

Referral Lists and Documents for Local Councils

This information is provided by NAEPC as a reference and sometimes a recommendation.  Feel free to share this information with your board, adopt the sample documents as appropriate, or use the materials with your members. 

Don't see what you are looking for?  Contact NAEPC with your suggestion for a future document.

Power Point Presentations

Sample Documents

General Documents, Information & Referral Lists

Follow Us: LinkedIn YouTube Mailing List

Find an

Find an

Robert G. Alexander 
Webinar Series

Yearly Subscription Available!

‚ÄčFor Accredited Estate Planners® Only:

Annual Renewal & Recertification

Log in HERE to access AEP only benefits, including

Frequently Asked Questions for estate planners and councils

Estate Planning Hall of Fame®