Information for Current Accredited Estate Planners®
Thank you for maintaining your Accredited Estate Planner® designation in active status! We are glad that you have made a choice to convey your support of the team concept of estate planning to colleagues and clients through the attainment of the AEP® designation.
This page outlines the many benefits available to current designees, as well as links to other areas of our website and several printable forms. If, at any time, you have questions about your designation or the benefits available, please contact our national office at (866) 226-2224 or firstname.lastname@example.org.
Those who wish to verify the status of their AEP® designation should contact the NAEPC office. This website does not offer the ability to do so.
Benefit Programs & Discounts
NAEPC provides over 40 benefits programs and discounts on products, programs, services, and educational events. To be redirected to the benefit listing, please click HERE.
Active and current Accredited Estate Planner® designees now have the ability to purchase tri-fold brochures that provide an explanation of the designation program and National Association of Estate Planners & Councils.
Two versions are available:
This option provides a consumer-friendly overview of the program and highlights the requirements to obtain the designation, dedication to the team concept of estate planning, NAEPCs high ethical standards, and what one can expect from working with an Accredited Estate Planner® designee. The brochure contains ample space on the back cover to add a sticker with your personal contact information. Download a sample HERE.
The consumer brochure is available in quantities of 50. The fee is $.25 / piece plus actual postage. Orders of 100 or more are available at a discounted rate of $.20/piece plus actual postage.
Compliance / Comprehensive Brochure
This option provides a more in-depth look at the designation program with an expanded explanation of the program requirements and NAEPC. Each key component of the designation contains a description and an entire panel is dedicated to "Why You Need an AEP®". This option also includes space on the back panel to adhere a sticker with your personal contact information. Download a sample HERE.
The compliance / comprehensive brochure is availalbe in quantities of 50. The fee is $.50/piece plus actual postage. Orders of 100 or more are available at a discounted rate of $.40/piece plus actual postage.
NAEPC is proud to partner with Broadridge Financial Solutions, Inc., formerly known as Broadridge Forefield, to offer all active Accredited Estate Planner® designees access to thousands of resources within various components of the Forefield suite, including “Continuing Education for Clients”, "Newsletter", and “Advisor Presentations, among others, at a 35% discount! Click HERE to log in to access the benefit! Please use your national user name and password, not one affiliated with your estate planning council website.
Please click below to be redirected to three newsletters appropriate for all active designees
- AEP® Alert (log in required)
- NAEPC News
- Monthly technical newsletter provided by Leimberg Information Services
- Online annual dues renewal (log in required)
- Forefield login (log in required)
- Guidelines for Trademark Usage
- Continuing Education Guidelines & Requirements
- AEP Tri-Fold Order Form
- AEP® Annual Recertification Form & Dues Renewal
- AEP® Emeritus Status - Retirement Form
- AEP® Emeritus Status - Disability Form
For a printable form you will need Adobe Acrobat Reader
Click Here for Acrobat Reader
Submit or mail each of the completed forms listed above along with the appropriate checks as indicated payable to:
National Association of Estate Planners & Councils
1120 Chester Avenue, Suite 470
Cleveland, OH, 44114
Should you have any questions or need additional information, please call (866) 226-2224 or email email@example.com.