Search Accredited Estate Planners®
The estate planning professionals who appear in this searchable database—which you can search by zip code or state—all hold the Accredited Estate
Planner® (AEP®) designation which is awarded and administered by the National
Association of Estate Planners & Councils (NAEPC). By selecting an estate
planning professional who holds the AEP® designation, you can be sure that he or
she will focus on the team concept of estate planning while incorporating the
knowledge, skill, expertise, and experience of his or her professional
discipline to provide you with a personal, yet comprehensive estate plan.
The AEP® designation is a graduate level accreditation in estate planning
obtained in addition to already recognized professional credentials within the
disciplines of estate planning recognized by the NAEPC: accounting (CPA);
insurance and financial planning (CLU®, ChFC®, CFP®); law (JD); and trust
services (CTFA). The AEP® designation is awarded by the NAEPC to estate planning
professionals who meet special requirements of education, experience, knowledge,
professional reputation, and character. The professionals who hold this
designation offer you expertise, experience, multi-disciplinary planning, and
adherence to a strict Code of Ethics—providing you with the peace of mind that
only expert estate planning advice can bring. The NAEPC has high standards for
eligibility for this designation as well as for maintaining the designation in
good standing.
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