How to Join NAEPC
Membership in NAEPC is available to estate planning councils, designees, and At-large members.
Affiliate Your Estate Planning Council
The National Association of Estate Planners & Councils requires its member councils to admit to membership attorneys, accountants, insurance and financial planners and trust officers. In addition, many councils admit professionals from other disciplines and NAEPC does not prohibit membership to any specific discipline. Through group association, the objective of NAEPC is the development of all aspects of estate planning, with a view to benefiting the community as a whole.
Become a Designee
See links to designation information and applications below.
- Accredited Estate Planner® Application Forms
- Why Become an Accredited Estate Planner® Designee?
- Estate Planning Law Specialist Application Forms
At-large membership is available in NAEPC when an affiliated local council does not exist within 50 miles or 60 minutes drive time from the applicant.