The National Association of Estate Planners & Councils (NAEPC) is the association of choice for estate planning professionals, providing its 1,700 Accredited Estate Planner® designated professionals and 235+ affiliated local estate planning councils and their 27,000 members with ongoing education and a forum for professional networking within the estate planning community. Through The NAEPC Education Foundation, its educational foundation, and a unique pubic awareness estate and financial planning website, www.EstatePlanningAnswers.org, NAEPC has becoming the centralized resource for estate planning professionals and the public for current and informative content.
As the foremost estate planning organization for professionals, NAEPC has made an ongoing commitment to serve as the leader in promoting awareness of the need for estate planning by a qualified team of advisors throughout the year, and in particular during the third full week in October, now known as National Estate Planning Awareness Week. Assisted by Rep. Mike Thompson (D-CA), and 49 additional members of the House of Representatives, H. Res. 1499 naming National Estate Planning Awareness Week was adopted on September 27, 2008.
Estate planning, or family heirloom planning, is an incredibly underserved element of financial wellness. It is estimated that over 120 million Americans do not have an up-to-date estate plan to protect themselves and their family in the event of sickness, accident, or untimely death. NAEPC’s goal is to reach every American annually with a warm reminder regarding the need for estate planning and to provide them with high quality educational content and tools through the public estate and financial planning web website, seminars, programs, and relationships. Our fundamental goal is to help the American public cost effectively create and maintain their estate plans, and to help build an understanding of the need to develop a qualified team of multi-disciplinary professionals to do so.
Each year we team up with the American Institute of Certified Public Accountants, the American Association of Attorney-Certified Public Accountants, the American Bar Association Section of Real Property, Trust and Estate Law, the Society of Financial Service Professionals, the National Academy of Elder Law Attorneys, the Partnership for Philanthropic Planning (all members of the Synergy Summit, a unified think tank and voice of leadership for leading financial service organizations), the Financial Planning Association®, and the Association of Fundraising Professionals to make the public aware of National Estate Planning Awareness Week. While this effort has been successful, we still need the help of our affiliated local councils to continue sharing the public message –
YOU need estate planning TOO!
As leaders in the estate planning community, you 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 and nationally.
Download our 2013 Affiliated Local Council Informational Kit here:
Public Estate Planning Day Programs, Information for Councils
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 Education Foundation developed materials to help you get started.
Phase 1 - The Organizational Phase
The NAEPC Education Foundation 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!
Many councils have hosted successful estate planning day events in their home communities with varying schedules. As an added resource, several councils have submitted information about their process, format, etc. Those reports can be found below.
Best wishes planning your program!