National Association of Estate Planners and Councils

You have reached the section of our website dedicated to councils affiliated with NAEPC.

Within you will find pages dedicated to the benefits, programs, and services offered by NAEPC and just for estate planning councils.  Please take some time to review the pages found at the left.  In the event you have questions, please contact our national office at councilservices@naepc.org or 866-226-2224.  We are also always available to host a 30-minute benefit “refresher” call with a council representative or board – just say the word!

Unaffiliated councils can learn more about NAEPC membership HERE.


Councils in the News

Please celebrate with us as we honor the following councils for receiving a Council of Excellence, 5 Star, or Emerging Council honor in 2020.

Council of Excellence Award Winners

Extra Small / Small Councils
     Greater New Jersey Estate Planning Council, Inc.

Medium Councils
     Spokane Estate Planning Council

Large Councils 
     Financial & Estate Planning Council of Metropolitan Detroit

Extra-Large Councils
     Estate Planning Council of Cleveland


5 Star Councils

Extra Small / Small Councils 
     Chester County Estate Planning Council
     Estate Planning Council of Bergen County, Inc.
     Estate Planning Council of Riverside County
     Estate Planning Council of Suffolk County
     Hilton Head Area Council of Estate & Financial Advisors, Inc.
     Siouxland Estate Planning Council, Inc.

Medium Councils
     Central Arizona Estate Planning Council
     Estate Planning Council of Central New York
     Estate Planning Council of Greater Miami
     Estate Planning Council of Nassau County, Inc.
     Montgomery County Estate Planning Council
     Palm Beach County Estate Planning Council

Large Councils  
     Baltimore Estate Planning Council

Extra-Large Councils
     Boston Estate Planning Council
     Philadelphia Estate Planning Council

Emerging Councils

     Citrus Estate Planning Council
     Conejo Valley Estate Planning Council
     Estate Planning Council of the Emerald Coast

 

> Learn more about the Council of Excellence Award


Interested in having your council listed on this page or within our newsletter?  Send us an email!