National Estate Planning Awareness Week
October 17-23, 2016
The National Association of Estate Planners & Councils is the association of choice for estate planning professionals, providing its 1,800 Accredited Estate Planner® designated professionals, nearly 260 affiliated local estate planning councils, and their estimated 29,000 members with ongoing education and a forum for networking within the estate planning community. Through The NAEPC Education Foundation, NAEPC is helping our councils become the centralized resource for the public for informative information about estate planning, the need to work with a qualified team of individuals, and how to find that team.
Estate planning is an often overlooked element of financial wellness, it is estimated that over half of Americans – 56% – do not have an up-to-date estate plan!
National Estate Planning Awareness Week was adopted in 2008 to help the public understand what estate planning is and why it is such a vital component of financial wellness. Assisted by Rep. Mike Thompson (D-CA) and 49 additional members of the House of Representatives, H. Res. 1499 named National Estate Planning Awareness Week on September 27, 2008. A full copy of the resolution text can be found at http://www.naepc.org/about/education-foundation/documents.
NAEPC’s goal is to work with affiliated local councils to reach every American annually with a reminder about the need for estate planning. It is our hope our councils will host education events, call-in phone banks, and seminars each and every October to help spread the word:
YOU need estate planning TOO!
As leaders in the estate planning community, your members have first-hand experience with the challenges Americans face with regard to saving, investing, and planning for their future. As an estate planning council, you have the ability to make a significant impact in your home community.
Quick Start Kit
Does your council want to do something for National Estate Planning Awarness Week, but isn't quite ready to jump in to an in-person event? We have the answer! Download the "Quick Start" kit, an informational packet developed for estate planning councils affiliated with NAEPC that provides the most basic information about National Estate Planning Awareness Week. It’s perfect for those councils that wish to participate in National Estate Planning Awareness Week without planning an in-person program. The materials within can be used “as-is” or modified to meet the needs of your council.
- Quick Start Kit (PDF)
Planning a Community Outreach Event
NAEPC is pleased to offer its estate planning councils an “Estate Planning Day in a Box” kit to help councils get started planning a community outreach event. Within you will find materials to assist in organizing and forming the foundation for a successful Estate Planning Day. The startup process, or Phase I, is the most critical and important phase of the planning as it is the mainstay of developing a successful event.
We Want to Hear from You!
Please contact the NAEPC office to let us know what you are planning, and how we can help.