We believe in the team concept of estate planning.
The core value of the National Association of Estate Planners & Councils is that the team concept of estate planning best serves the client. Everything we do builds on this single principle. No two clients are alike, nor are their planning needs.
As a result, our members are those professionals who must have a seat at the table to properly serve the client – attorneys, accountants, trust officers, and credentialed insurance & financial planners, among others.
It’s important to note that NAEPC is an association of estate planning councils and Accredited Estate Planner® designees. The information and resources found within this section of our website are for designees, members of estate planning councils, and estate planning councils alike.
Please review the teaming materials now available:
- NAEPC White Paper: High-Performance Teaming & Professional Collaboration: A Multi-Disciplinary Team Approach to Estate Planning (PDF format)
- Collaboration Discussion Facilitator's Guide (PDF format)
- Webinars & Education