Volunteering with NAEPC

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 primarily within three "Towers" that support our core values of Collaboration, Education, and Cultivation.  In addition, the Website & Technology Committee serves both NAEPC and its affiliated local councils.

Collaboration Tower

Opportunities within this Tower include:

Accredited Estate Planner^® Designation (meets regularly on the 2^nd Monday at 2:00 pm ET)
Participants must be an active Accredited Estate Planner® designee to volunteer.
Responsibilities: designation program maintenance & growth

Education Tower

Education helps estate planners stay current so that they can offer the latest planning ideas to their clients. NAEPC helps its members (and helps councils offer education to their members) via (a) the Annual Advanced Estate Planning Strategies Conference that provides two and one-half days of continuing education with best in-class speakers and topics for all estate planners and (b) monthly one hour webinars through the Robert G. Alexander Webinar Series that feature the same high-quality speakers. Finally, the NAEPC Journal of Estate & Tax Planning, available on a complimentary basis, gathers the best estate planning articles from numerous authors and sources in one easy-to-find location.  These educational opportunities can keep every estate planner on the cutting edge of the profession. 

Opportunities within this Tower include:

Annual Conference (meets monthly on the 4^th Monday at 4:00 pm ET
Responsibilities: program development, fundraising for upcoming annual conference & general event policy

Publications (meets quarterly, schedule changes each year)
Responsibilities: oversight of the NAEPC Journal of Estate & Tax Planning

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

Cultivation Tower

This tower ​works to cultivate strong and lasting relationships that lead to empowered and well-rounded members and enhanced member satisfaction, whether those relationships are: association to council; council to council; association to member ; association to council member; council member to council member; and association to “sister” organizations.  In addition, the Cultivation Tower is the home to committees and activities that support the overall culture of the organization. 

Opportunities within this Tower include:

Council Relations (meets monthly on the 4^th Thursday at 11:00 am ET for approximately 30 minutes)
Responsibilities: affiliated local council retention & growth within territory structure, promotion of benefits, programs & services for council consumption

Diversity, Equity & Inclusion
Responsibilities: cultivate a foundation for growth in the number and type of diverse voices within the association’s leadership, membership, and programing, as well as that of the councils affiliated with NAEPC, the profession as a whole, and various disciplines represented within

Technology Tower

Opportunities within this Tower include:

Website & Technology (meets approximately quarterly on the 3^rd Tuesday at 10:30 am ET)
Responsibilities: development of affiliated local website solutions, www.naepc.org, oversight of association’s social media strategy, and varied committee requests

Still Interested?
Please return a committee participation application to the national office.  You will be contacted within two weeks of receipt of the application by staff and/or a committee chairperson.