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 within the prior calendar year to (a) their estate planning council, (b) their local community as identified by the local estate planning council, or (c) to NAEPC itself .

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 Anaheim, CA from October 20 - 24, 2024.

2024 Nominations

Download the 2024 application below.  Submissions are requested on or before Friday, May 31, 2024.

     > Download the Application

Our Prior Honorees

William F. Super, CPA, RIA, MS-TAX, AEP®, PFS
Stuart D. Zimring, JD

Richard G. Chalifoux, JD, AEP®

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