Certify as an Estate Planning Law Specialist,
the ONLY ABA-Accredited Certification Program in Estate Planning
WealthCounsel and the Estate Law Specialist Board, Inc., have teamed up again to provide an opportunity for members of both organizations to participate in the advanced estate planning review course and online proctored examination for the Estate Planning Law Specialist (EPLS) Certification.
Certification as an Estate Planning Law Specialist is the most effective way for an attorney to elevate their practice and to separate from the competition. Available through the Estate Law Specialist Board, Inc., this ABA-accredited, attorney-run subsidiary of the National Association of Estate Planners & Councils, provides the only national program for board-certification as an estate planning specialist. For more information and standards, visit http://www.naepc.org/designations/estate-law/introduction .
There are two parts to the virtual experience and sign-up process; the review course and the proctored exam.
Part ONE
Register for the Review Course
Thursday, June 20, 2024 ∙ 1:00 pm ET – 4:00 pm ET
The cost of the review course is $149; registration and payment is handled directly with WealthCounsel.
The course will provide a comprehensive review of the materials covered on the EPLS certification exam. It assumes a solid familiarity with estate planning and provides detailed review of the most commonly presented topics so that upon completion, attendees will be prepared to sit for the exam. The course will be presented by Soraya Tabibi Aguirre, JD, EPLS, AEP, a partner with Aguirre Riley In Reno, NV, W. Lewis Jenkins, JD, LL.M. (Taxation), LL.M. (Legal Philosophy & History), EPLS, a partner with Jenkins / Dedmon Group LLP in Dyersburn, TN, and Phoebe Stone, JD. MA (Bioethics), Manager of Trust & Estates Education, Senior T&E Faculty with WealthCounsel. Individuals are welcome to attend the review course without registering to take the exam.
Part TWO
Register for the Proctored Exam Below
Friday, June 21, 2024 ∙ 2:00 pm ET – 5:00 pm ET
The cost of the application and proctored exam is $450 for NAEPC and WealthCounsel members; registration and payment is handled directly with the Estate Law Specialist Board below.
Participants will receive the application for certification after completing an online registration and it must be completed and returned to the Estate Law Specialist Board on or before June 17, 2024. No refunds will be issued after the application has been submitted. An attorney is welcome to sit for the exam without attending the review course, but must register and complete the application by June 17, 2024, to do so.
Prior to the date of the exam, attendees will receive detailed information that includes instructions to join the virtual exam room.
Many states permit lawyers to hold themselves out as specialists if a certification is awarded by an ABA-accredited program. Interested attorneys should consult the ABA Model Rules of Professional Conduct and refer to the rules of the state(s) in which he/she is licensed to determine whether restrictions are placed on use of the EPLS certification.
Purchase
$450.00 EPLS Examination Registration and Application Fee
Billing Information
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Affiliated Local Council
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AK - Anchorage Estate Planning Council
AK - Fairbanks Estate Planning Council
AL - Estate Planning Council of Birmingham, Inc.
AL - Estate Planning Council of Mobile, Inc.
AL - Financial & Estate Planning Council of Huntsville
AL - Montgomery Estate Planning Council
AL - Tuscaloosa Estate Planning Council
AL - Wiregrass Estate Planning Council
AR - Estate Planning Council of Arkansas
AZ - Central Arizona Estate Planning Council
AZ - East Valley Estate Planning Council
AZ - Phoenix Tax Workshop
AZ - Southern Arizona Estate Planning Council
CA - California Central Coast Estate Planning Council
CA - Citrus Estate Planning Council
CA - Conejo Valley Estate Planning Council
CA - Desert Estate Planning Council, Inc.
CA - Estate Planning and Trust Council of Long Beach
CA - Estate Planning Council of Diablo Valley
CA - Estate Planning Council of Pomona Valley, Inc.
CA - Estate Planning Council of Riverside County
CA - Estate Planning Council of San Bernardino County
CA - Estate Planning Council of San Diego
CA - Estate Planning Council of San Gabriel Valley
CA - Estate Planning Council of South Orange County
CA - Estate Planning Council of Stanislaus County
CA - Fresno Estate Planning Council
CA - Los Angeles Estate Planning Council
CA - Marin County Estate Planning Council
CA - North County Estate Planning Council - San Diego
CA - Orange County Estate Planning Council
CA - Peninsula Estate Planning Council
CA - Redwood Empire Estate Planning Council
CA - Sacramento Estate Planning Council
CA - San Fernando Valley Estate Planning Council
CA - San Francisco Estate Planning Council
CA - Santa Barbara Estate Planning Council
CA - Santa Clara County Estate Planning Council
CA - South Bay Estate Planning Council
CA - Tri-Valley Estate Planning Council
CA - Tulare-Kings Counties Estate Planning Council
CA - Woodland Hills Tax & Estate Planning Council
CO - Boulder County Estate Planning Council
CO - Colorado West Estate Planning Council
CO - Denver Estate Planning Council
CO - Estate Planning Council of Colorado Springs
CO - Estate Planning Council of Southeast Denver
CO - Rocky Mountain Estate Planning Council
CO - Women’s Estate Planning Council
CT - E&BPC of Hartford Connecticut
CT - Estate and Tax Planning Council of Eastern Connecticut
CT - Estate Planning Council of Lower Fairfield County, Inc.
CT - Western Connecticut Estate & Tax Planning Council, Inc.
DC - Washington, D.C. Estate Planning Council
DE - Estate Planning Council of Delaware, Inc.
DE - Southern Delaware Estate Planning Council
FL - Brevard County Estate Planning Council
FL - Central Florida Estate Planning Council, Inc.
FL - Charlotte Estate Planning Council
FL - Coral Gables / South Dade Estate Planning Council
FL - Estate Planning Council of Broward County, Inc.
FL - Estate Planning Council of Greater Miami
FL - Estate Planning Council of Lee County
FL - Estate Planning Council of Manatee County
FL - Estate Planning Council of Marion County
FL - Estate Planning Council of Naples, Inc.
FL - Estate Planning Council of Northeast Florida
FL - Estate Planning Council of Northwest Florida
FL - Estate Planning Council of Polk County
FL - Estate Planning Council of the Emerald Coast
FL - Estate Planning Council of The Fun Coast
FL - Greater Boca Raton Estate Planning Council
FL - Gulf Coast Estate Planning Council
FL - Indian River Estate Planning Council
FL - Martin County Estate Planning Council
FL - Mid-Florida Estate Planning Council
FL - North Central Florida Estate Planning Council
FL - Palm Beach County Estate Planning Council
FL - Pinellas County Estate Planning Council, Inc.
FL - Southwest Florida Estate Planning Council
FL - Suncoast Estate Planning Council
FL - Tallahassee Regional Estate Planning Council
FL - Tampa Bay Estate Planning Council
FL - The East Coast Estate Planning Council
FL - Tri-County EPC of The Villages
FL - West Broward Estate Planning Council, Inc.
GA - Atlanta Estate Planning Council, Inc.
GA - Augusta Estate Planning Council
GA - Central Georgia Estate Planning Council
GA - Columbus Estate Planning Council
GA - Estate Planning Council of North Georgia
GA - Savannah Estate Planning Council, Inc.
HI - Hawaii Estate Planning Council
IA - Des Moines Estate Planners Forum
IA - Mid Iowa Estate and Financial Planners
IA - Quad City Estate Planning Council
IA - Siouxland Estate Planning Council, Inc.
ID - Boise Estate Planning Council
ID - Coeur dAlene Estate Planning Council
ID - Eastern Idaho Estate Planning Council
ID - Magic Valley Estate Planning Council
IL - Central Illinois EPC
IL - Chicago Estate Planning Council
IL - DuPage County Estate Planning Council
IL - Eastern Illinois Estate Planning Council
IL - Fox Valley Estate Planning Council
IL - Lake County Estate Planning Council
IL - Northwest Suburban Estate Planning Council
IN - Elkhart County Estate Planning Council
IN - Estate Planning Council of Central Illiana, Inc.
IN - Estate Planning Council of Indianapolis, Inc.
IN - Hoosier Hills Estate Planning Council
IN - Michiana Estate Planning Council
IT - Council Logins
IT - NAEPC At Large Membership
KS - Wichita Estate Planning Council
KY - Bluegrass Estate Planning Council
KY - Estate Planning Council of Northern Kentucky
KY - Owensboro Estate Planning Council
LA - E&BPC of Baton Rouge
LA - New Orleans Estate Planning Council
LA - Tax & Estate Planning Council of Shreveport
MA - Berkshire County Estate Planning Council, Inc.
MA - Boston Estate Planning Council
MA - Essex County Estate Planning Council
MA - Estate and Business Planning Council of Worcester County
MA - Estate Planning Council of Cape Cod
MA - Estate Planning Council of Hampden County
MA - Merrimack Valley Estate Planning Council
MA - Pioneer Valley Estate Planning Council, Inc.
MD - Anne Arundel Estate Planning Council
MD - Baltimore Estate Planning Council
MD - EPC of Montgomery County Maryland, Inc.
MD - Estate Planning Council of Frederick County, Maryland
MD - Howard County Estate Planning Council
ME - Maine Estate Planning Council
MI - Estate Planning Council of Grand Traverse Area
MI - Financial and Estate Planning Council of Metro Detroit, Inc.
MI - Great Lakes Bay Estate Planning Council
MI - Jackson Area Estate Planning Council
MI - Lake Michigan EPC
MI - Southwestern Michigan Estate Planning Council
MI - Washtenaw Estate Planning Council, Inc.
MI - Western Michigan Estate Planning Council
MN - Estate Planners Council of Southern Minnesota
MN - Rochester Estate Planning Council
MN - Twin Cities Estate Planning Council
MO - Estate Planning Council of St. Louis
MO - Greene County Estate Planning Council
MO - Mid-Missouri Estate Planning Council
MS - Estate Planning Council of Mississippi
MT - NW Montana Estate Planning Council
NC - Charlotte Estate Planning Council
NC - Durham Orange Estate Planning Council
NC - Greensboro Estate Planning Council, Inc.
NC - Land of the Sky Estate Planning Council
NC - New Hanover County Estate Planning Council, Inc.
NC - The Estate Planning Council of Winston-Salem, Inc.
NC - Wake County Estate Planning Council, Inc.
ND - Red River Valley Estate Planning Council
ND - Western Dakota Estate Planning Council
NE - Omaha Estate Planning Council
NH - New Hampshire Estate Planning Council
NJ - Essex County Estate Planning Council
NJ - Estate and Financial Planning Council of Southern New Jersey
NJ - Estate Planning Council of Bergen County, Inc.
NJ - Estate Planning Council of Central New Jersey
NJ - Estate Planning Council of Northern New Jersey
NJ - Greater Middlesex Somerset County Estate Planning Council
NJ - Greater New Jersey Estate Planning Council
NJ - Mercer County Estate Planning Council
NM - New Mexico Estate Planning Council, Inc.
NM - Santa Fe Estate Planning Council
NV - Estate Planning Council of Northern Nevada
NV - Southern Nevada Estate Planning Council
NY - Estate Planning Council of Central New York
NY - Estate Planning Council of Eastern New York, Inc.
NY - Estate Planning Council of Long Island
NY - Estate Planning Council of New York City, Inc.
NY - Estate Planning Council of Putnam County
NY - Estate Planning Council of Rochester
NY - Estate Planning Council of Tompkins County
NY - Estate Planning Council of Westchester County Inc.
NY - Hudson Valley Estate Planning Council
NY - The Estate Planning Council of Rockland County, Inc.
NY - Western New York Estate Planning Council
OH - Cincinnati Estate Planning Council
OH - Council / Member Registration Website
OH - Estate Planning Council of Cleveland
OH - Medina County Estate Planning Council
OH - The Tax and Estate Planning Council of Akron
OH - Toledo Estate Planning Council
OH - Wayne-Holmes Estate Planning Council
OK - Oklahoma City Estate Planning Council
OK - Tulsa Estate Planning Forum
OR - Estate Planning Council of Portland, Inc.
OR - Eugene Estate Planning Council
OR - Southern Oregon Estate Planning Council
OR - Willamette Valley Estate Planning Council
PA - Berks County Estate Planning Council
PA - Bucks County Estate Planning Council
PA - Centre Region Estate Planning Council
PA - Chester County Estate Planning Council
PA - Delaware County Estate Planning Council
PA - EPC of Northeastern Pennsylvania
PA - Estate Planning Council of Erie
PA - Estate Planning Council of Pittsburgh
PA - Estate Planning Council of the Lehigh Valley
PA - Lancaster County Estate Planning Council
PA - Montgomery County Estate Planning Council of PA
PA - Northcentral Pennsylvania Estate Planning Council
PA - Philadelphia Estate Planning Council
PA - Susquehanna Valley Estate Planning Council
PA - The Estate Planning Council of Central Pennsylvania, Inc
PA - York County Estate Planning Council
RI - Estate Planning Council of Rhode Island
SC - Columbia Estate Planning Council
SC - Estate Planning Council of Charleston
SC - Estate Planning Council of Spartanburg
SC - Greenville Estate Planning Council
SC - Hilton Head Area Council of Estate & Financial Advisors, Inc.
SD - Sioux Falls Estate Planning Council
SD - West River Estate and Financial Planning Council
TN - Estate Planning Council of Chattanooga
TN - Estate Planning Council of Middle Tennessee
TN - Knoxville Estate Planning Council
TN - Memphis Estate Planning Council
TX - Amarillo Area Estate Planning Council
TX - Collin County Bar Association
TX - Corpus Christi Estate Planning Council
TX - Dallas Estate Planning Council
TX - East Texas Estate Planning Council
TX - El Paso Estate Planning Council
TX - Estate Planning Council of Central Texas
TX - Estate Planning Council of North Texas
TX - Fort Worth Business and Estate Planning Council
TX - Greater Longview Estate Planning Council
TX - Houston Business and Estate Planning Council
TX - Houston Estate and Financial Forum
TX - Rio Grande Valley Estate Planning Council
TX - San Antonio Estate Planners Council
TX - South Plains Trust & Estate Council
UT - Salt Lake Estate Planning Council
UT - Southern Utah Estate Planning Council
UT - Utah Valley Estate Planning Council
VA - Central Virginia Estate Planning Council
VA - Estate Planning Council of Richmond Virginia
VA - Hampton Roads Estate Planning Council
VA - Loudoun Estate Planning Council
VA - Lynchburg Estate Planning Council
VA - Northern Virginia Estate Planning Council
VA - Roanoke Valley Estate Planning Council
VA - Virginia Peninsula Estate Planning Council
WA - East King County Estate Planning Council
WA - Estate Planning Council of Seattle
WA - Estate Planning Council of South King County
WA - Estate Planning Council of Southwest Washington
WA - Northwest Washington Estate Planning Council
WA - Snohomish County Estate Planning Council
WA - Spokane Estate Planning Council
WA - Tacoma Estate Planning Council
WA - Tri-Cities Estate Planning Council (WA)
WI - Fox Valley Estate Planning Council
WI - Madison Estate Council
WI - Milwaukee Estate Planning Forum, Inc.
WI - The Estate Planning Council of Northeast Wisconsin
WI - Waukesha County Estate Planning Council, Ltd.
WV - Charleston Estate Planning Council
WV - Estate Planning Council of Upper Ohio Valley
WV - Greater Huntington Estate Planning Council
WV - North Central West Virginia Estate Planning Council, Inc.
WV - Tri-State Estate Planning Council
WY - Central Wyoming Estate Planning Council
WY - Northeast Wyoming Estate Planning Council
WY - Southeast Wyoming Estate Planning Council
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