National Association of Estate Planners and Councils

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

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

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,, 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)

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

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.