National Association of Estate Planners and Councils

National Estate Planning Awareness Week

October 19-25, 2015

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.

Download our 2013 Annual Report HERE.

Download our council brochure HERE.

Estate planning is an underserved and sometimes ignored element of financial wellness. It is estimated that over 120 million Americans do not have an up-to-date estate plan!  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.

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.

Download our 2014 Affiliated Local Council Quick Start Kit here:

Public Estate Planning Day Programs

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!