National Association of Estate Planners and Councils

Search Accredited Estate Planners®

The estate planning professionals who appear in this searchable database—which you can search by zip code or state—all hold the Accredited Estate Planner® (AEP®) designation, awarded and administered by the National Association of Estate Planners & Councils (NAEPC). By selecting an estate planning professional who holds the AEP® designation, you can be sure that he or she will focus on the team concept of estate planning while incorporating the knowledge, skill, expertise, and experience of his or her professional discipline to provide you with a personal, yet comprehensive estate plan.

This directory of Accredited Estate Planner® designees, Estate Planning Law Specialist designees, and estate planning councils is produced by the National Association of Estate Planners & Councils and is intended for individual communication of a personal or professional nature.  Use of this directory for any other purpose, including, but not limited to, reproducing and storing in a retrieval system by any means, electronic or mechanical, photocopying or using the addresses (electronic or otherwise) or other information contained in this directory for any private, commercial, or political mailing is strictly prohibited and constitutes copyright infringement and misappropriation of association property.

 

AEP® Search

Accredited Estate Planners®

The AEP® designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the disciplines of estate planning recognized by the NAEPC: accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®); law (JD); and trust services (CTFA). The AEP® designation is awarded by the NAEPC to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. The professionals who hold this designation offer you expertise, experience, multi-disciplinary planning, and adherence to a strict Code of Ethics—providing you with the peace of mind that only expert estate planning advice can bring. The NAEPC has high standards for eligibility for this designation as well as for maintaining the designation in good standing.