National Estate Planning Awareness Week
& Estate Planning Day Materials
The National Association of Estate Planners & Councils and The NAEPC
Foundation Boards of Directors are pleased to report that October 18-24, 2010
has been named National Estate Planning Awareness Week! HR1499,
accepted September 2008, names the third full week in October National Estate
Planning Awareness Week each year.
2009 was a tremendous success with the offering of two webinars (one for
professionals and one for the public) and a great deal of national and local
media attention. NAEPC appointed Sidney Kess, CPA, JD, LL.M., AEP®
(Distinguished) chairman of the event in 2009 and together we are hard at work
on our plans for 2010.
Every affiliated local council is encouraged to host a publicly-based Estate
Planning Day in their community during National Estate Planning Awareness Week.
In an effort to assist with this process, NAEPC and The NAEPC Foundation
developed materials to help you get started.
Phase 1 - The Organizational Phase
The NAEPC Foundation Committee has developed an organizational guide for hosting
a public seminar. The packet of information contains the materials you'll need
to get started with board approval, forming committees, creating a program and
actually hosting the event. See the
complete packet of
Phase 1 information.
Phase 2 - The Technical Information
The committee is working to develop a PowerPoint presentation of technical
material that is appropriate for a program one - eight hours in length. Request
Phase 2 Technical
Presentation Materials.
Phase 3 - The Promotional Period
NAEPC regularly launches promotional materials to publications across the
country. The materials will help the media understand the importance of
appropriate estate planning and alert them to estate planning day activities
that may happen in their area.
We want to hear from the councils that have hosted an event! Please call the
national office to offer a report of your success!
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