Dear NAEPC Members and Guests:

 

I am deeply honored to be serving as president of this remarkable organization and the diverse community of professionals who support and strengthen it throughout 2026.

As an accountant, I come to this role with a deep appreciation for structure, strategy, and stewardship. Numbers tell stories, but in estate planning they tell human stories: tales of families, legacies, businesses, and values. Throughout my career, I have seen firsthand how thoughtful planning, grounded in collaboration across disciplines, can bring clarity, confidence, and peace of mind to those we serve.

 

NAEPC’s strength has always been its commitment to a true team approach. Attorneys, accountants, insurance and financial planning professionals, trust professionals, and philanthropic advisors each bring a critical perspective to the table. When we work together, guided by shared standards and mutual respect, the result is better outcomes for clients and stronger professional communities. As president, I am committed to reinforcing that collaborative spirit and ensuring that NAEPC remains the association home for multi-disciplinary estate planning professionals.

 

My focus this year will be on supporting our local councils, expanding access to meaningful education, and continuing to elevate the Accredited Estate Planner® designation as the gold standard in our profession. We will also embrace innovation by finding new ways to connect, learn, and lead in an evolving professional landscape while staying true to the excellence that has defined NAEPC for decades.

 

I am grateful to those who have led before me and to the dedicated volunteers, council leaders, and members who give their time and talent to this organization. Together, we have an opportunity to strengthen NAEPC’s impact and ensure it continues to serve as a trusted resource for estate planning professionals across the country.

 

Thank you for the confidence you have placed in me. I look forward to the year ahead and to working with all of you as we advance our shared mission

 

With sincere appreciation,

 

David Green, CPA/PFS, CFP®, AEP®
President