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 Post-Conference Sessions for Council Leaders, scheduled this year in Ft. Lauderdale, Florida from November 12 - 16, 2023.

2023 Nominations

Download the 2023 application below.  Submissions are requested on or before Friday, May 12, 2023.

     > Download the Application

About Our 2022 Honoree

NAEPC is pleased to honor Richard G. Chalifoux, JD, AEP® with the inaugural Robert E. Fox, CLU®, AEP® Volunteer Service Award.  Rick was nominated by two individuals in recognition of his service to his affiliated local estate planning council (Nassau County, NY Estate Planning Council) and dedicated efforts to keep its members engaged during the pandemic while working simultaneously on behalf of NAEPC to grow relationships between the national organization and the councils in his territory.

This honor is especially impactful because Rick had the priviledge of working with the award's namesake within his local council many years ago.  Watch the award ceremony HERE.


Please contact 866-226-2224 or with any questions.