National Association of Estate Planners and Councils

Submit a New Member Benefit

NAEPC will consider products and services as noted below to be made available as a value partner for affiliated local councils or all members. Product Review Applications are reviewed by the Member Benefits Committee on a regular basis and within 90 days of receipt of material.

Download our Product Review Application HERE.

The following types of products & services will be considered for committee review from companies that have been in business for 18 months or more:

  • Software related to estate planning
  • Conferences, seminars, webinars and other educational opportunities*
  • Books, magazines and other publications related to estate planning
  • Profession-specific information related to estate planning (example: software specific to attorneys)
  • Programs and services appropriate for affiliated local estate planning council development (example: award pieces)

In order to successfully implement and maintain the program, the NAEPC has the following requirements in place:

  • The product must be discounted specifically for the NAEPC and the cost should be less or equal to other benefit programs by the same company
  • Company must provide the NAEPC with a 1 - 3 paragraph description of the program that will be posted on the NAEPC website and used in NAEPC newsletters
  • Company must provide the NAEPC with an online order form or other appropriate procedure for placing orders
  • Company agrees to provide the NAEPC with notice if benefit program is discontinued or discount level is changed
  • Accepted products and services will be reviewed once per year for accuracy, company agrees to comply with deadlines associated with this process

Procedure to have a product / service reviewed:

  • Send copy of materials to admin@naepc.org with "Member Benefit Material Submission" in subject line
  • NAEPC staff will send product information to Member Benefits Committee for discussion and review within 90 days of receipt of material
  • NAEPC will notify company of committee determination promptly
  • If accepted, NAEPC requires complete implementation of online program within 30 days of notice of acceptance

*Please note, it is strongly suggested that time-sensitive offerings such as seminars and conferences be submitted no less than four months in advance of the event date to allow for ample promotional time.

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