National Association of Estate Planners and Councils

Robert E. Fox, CLU®, AEP®
Volunteer Service Award

Named in honor of a long-serving volunteer with NAEPC, this award embodies the spirit of service that Bob Fox held so dear and will be offered yearly on a discretionary basis to an individual or individuals in recognition of exceptional volunteer service to (a) their estate planning council, (b) their local community as identified by the local estate planning council, or (c) to NAEPC itself during the prior calendar year.

Nominations will be accepted from an estate planning council board of directors or from an individual member of the board of directors of an estate planning council, estate planning council staff executive / administrator, NAEPC board member, or a staff member of NAEPC.

The recipient:

  • Must be a current member of an estate planning council or an at-large member of NAEPC if no council exists within 50 miles / 60 minutes driving of the individual
  • May be either actively practicing or retired
  • Must be of strong personal character and possess such reputation as to be considered a leader within the profession of estate planning either locally or nationally while embodying the ethical standards of the profession and disciplines represented within
  • Should not have been a prior recipient of the Hartman Axley Lifetime Service Award, a member of the NAEPC Estate Planning Hall of Fame®, or a current member of the NAEPC executive committee or board of directors. NAEPC board members shall have been off the board for a period of three (3) full years before being eligible for consideration.

The award ceremony will take place during the Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders, scheduled this year in Ft. Lauderdale, Florida from November 15 - 18, 2022.


2022 Nominations

Nominations are requested back by Friday, May 13, 2022.  The nomination application is short, just two pages, and should be submitted to admin@naepc.org

     > Download the Application


Please contact 866-226-2224 or admin@naepc.org with any questions.