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 – 5:00 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 May 24, 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 prior to May 24, 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.