Committee Service

NAEPC is a dynamic and growing association comprised of affiliated local estate planning councils and their members, Estate Planning Law Specialist certificants, and Accredited Estate Planner® designees, led entirely by a volunteer board of directors, a strong committee configuration, and many volunteers serving on an as-needed basis for project-based or task force work.  We are always looking to expand our volunteer base and encourage council leaders, council members, and designees to get involved by serving as committee members.

Service opportunities fall within three "Towers" that support our core values: Collaboration, Education, and Cultivation.  

Access, Belonging, and Culture (meets approximately quarterly, schedule varies)
Responsibilities:  serve as resource to members and committees through the encouragement and support of conscious inclusion and collaboration within NAEPC's leadership, membership, and programming

Accredited Estate Planner® Designation (meets regularly on the 2nd Monday at 2:00 pm ET)
Responsibilities: designation program maintenance & growth (you must be a designee)

Annual Conference (meets monthly on the 4th Monday at 4:00 pm ET)
Responsibilities: site selection, program development, fundraising & general event policy and procedure

Council Relations (meets monthly on the 4th Thursday at 11:00 am ET for approximately 30 minutes)
Responsibilities: affiliated local council retention & growth through monthly phone and email contact with councils within a territory structure, serve as the primary liaison between councils in a territory and NAEPC, connect councils within a single territory, explain benefits, programs & services for council consumption to councils in a territory

Marketing (meets quarterly, dates vary)
Responsibilities: oversee activities to cultivate relationships with members and assist in meeting the association’s growth and visibility goals

Publications (schedule changes each year, up to six meetings)
Responsibilities: oversight of the NAEPC Journal of Estate & Tax Planning, solicitation of original work for inclusion, article review

Robert Alexander Webinar Series (meets 6-8 times per year often on the 2nd Tuesday at 3:00 pm ET)
Responsibilities: programming and oversight for webinar series, including presenter outreach

Website & Technology (meets approximately, dates vary)
Responsibilities: development of affiliated local website solutions, www.naepc.org, oversight of association’s social media strategy, and varied committee requests (this committee is ideal for an individual who has used – or is actively using – a website hosted by NAEPC)

Ready to Get Started?
Please return an application to the national office.  You will be contacted within two weeks of receipt of the application by staff and/or a committee chairperson.

Committee placement subject to availability and leadership approval.  Available committees, meeting dates, and times subject to change.

Board Service

Candidates are sought on an annual basis to join the NAEPC Board of Directors.  The application period for 2025 closed on Friday, July 18, 2025 and will open for 2026 during the second quarter.