National Association of Estate Planners and Councils

Council of Excellence Award

Created in 2014, the National Association of Estate Planners & Councils Leonard H. Neiman & Walter Lee Davis, Jr. Council of Excellence Award recognizes councils that are successful in their efforts to provide a strong multi-disciplinary council for their members.  Created by a group of council leaders, past presidents of NAEPC, and current Board and Council Relations Committee members, with all council sizes in mind, the Council of Excellence Award is intended to honor those councils that truly work to grow their programs and services and provide an exceptional member experience. 

The award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board.  Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association.  Leonard H. Neiman served the association as a board member for over fifteen years.  He worked tirelessly to gather information about estate planning councils from around the country, both affiliated and unaffiliated, and to make contact with their leadership.

We consider this application a roadmap of best practices; things that help a council run smoothly and support a great member experience.  NAEPC recommends that all councils review it each year to determine where they might like to make improvements or specific areas on which to focus its board efforts.  It has been developed over many years of interaction with councils and their leaders and represents our current understanding of the practices that breed success. At the same time, the application is a reciprocal learning experience.  The narrative portion gives NAEPC an opportunity to learn more about your council and what is happening within the council network.  Due to rapid technological and social change and the accompanying uncertainty and unpredictability, there has never been a better and more important time for this type of council-to-council learning.


2022 Honorees:

COUNCILS OF EXCELLENCE

Extra-Small & Small Council:  Chester County Estate Planning Council

Medium Council:  Estate Planning Council of Nassau County, Inc.

Large Council:  Baltimore Estate Planning Council

Extra-Large Council:  Boston Estate Planning Council


5-STAR COUNCILS

Extra-Small & Small Councils
York County Estate Planning Council
Greater New Jersey Estate Planning Council, Inc.
Women's Estate Planning Council

Medium Councils
Central Arizona Estate Planning Council
Estate Planning Council of Greater Miami
Montgomery County Estate Planning Council
Hampton Roads Estate Planning Council
Palm Beach County Estate Planning Council

Large Council
Financial & Estate Planning Council of Metropolitan Detroit

Extra-Large Council
Estate Planning Council of Cleveland


EMERGING COUNCILS

Birmingham Estate Planning Council
Estate Planning Council of San Diego
Greater Boca Raton Estate Planning Council


2023 Application

The 2023 application will be released in January, 2023.  You are welcome to view the 2022 application below.

     > View the 2022 Application (Please do not complete this version of the application.)
     > Download Helpful Tips for Completing the Application
     > Download the "Achieving Excellence" PowerPoint presentation