Frequently Asked Questions
for Estate Planners and Councils
Please click on the question below to see the answer. In some cases, the
answer is provided on this page.
Questions About Accredited Estate Planners (AEP)
How many years of estate planning
experience do I need to apply for the Accredited Estate Planner designation?
How do I find an estate planner in
my area?
Do I need to hold an underlying
designation to be eligible for the AEP designation?
Can my professional references work for
the same company that I do?
Where can I get an application for the AEP
designation?
Questions About Estate Planning Law Specialists (EPLS)
What are the requirements to obtain the EPLS
designation?
Are sample questions for the EPLS exam
available?
How do I find an EPLS in my area?
Questions About Our Local Council Web Site Program
What is the cost?
Who maintains the website? Are
we responsible?
Why is it better to host a website with the NAEPC rather than host an
independent website?
I don't know HTML code, will I
be able to administer the website?
Who do I call when I need help?
Can I cut and paste information
from current documents into the site?
How do I get a domain name for our website so our members do not have to go
through www.naepc.org?
Who received the responses/RSVPs
from the people who register online?
What are the main differences between the
various levels of the NAEPC-hosted websites?
How do you set up a merchant account? Where should we go to set up a merchant
account?
Questions About Affiliating Your Council with NAEPC
How much does
council membership cost?
What are the
benefits of joining NAEPC?
Does membership run
on a calendar or fiscal year?
What happens if we join half-way through the year?
Dues will be required again on January 1 of the following calendar year.
When our council joins, does this make all the council members, members
of the NAEPC?
By virtue of a council's membership, the member of the local council is
entitled to take advantage of the programs and services offered by NAEPC.
By joining the NAEPC, does the local council then fall under the NAEPC's
501(c) 6 status?
No, every council is a separate entity and should establish themselves as
such.
What benefits are our members
entitled to take advantage of?
Does NAEPC
have organizational documents that can help formalize a council?
Does NAEPC have a guide to
operations of a council?
What is Local
Council Day at the annual conference, and who should attend?
Questions About the NAEPC Foundation
What is The NAEPC Foundation?
How can I contribute to The NAEPC Foundation?
Questions About the NAEPC Annual Conference
How can I become a sponsor or exhibitor at an
upcoming Annual Conference?
How do I register to attend an Annual Conference?
How can I become a speaker at an upcoming Annual Conference?
Questions About the NAEPC Journal of Estate & Tax Planning
Is the NAEPC Journal of Estate & Tax Planning available in print?
No, online only.
How can my company advertise in the NAEPC
Journal of Estate & Tax Planning?
How can I contribute to the NAEPC Journal of Estate & Tax Planning?
By contacting the editor or NAEPC staff.
Questions About Offering a Member Benefit
How can I submit a product, service,
etc. for consideration by the NAEPC?
What types of programs are accepted?
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