National Association of Estate Planners & Councils (NAEPC)
📜 Designation Highlights
- AEP® – Accredited Estate Planner: A multidisciplinary credential for experienced professionals who specialize in estate planning and collaborate across legal, tax, financial, insurance, and philanthropic disciplines.
- EPLS – Estate Planning Law Specialist: A legal specialization for attorneys who demonstrate advanced expertise in estate planning law, ethics, and client representation.
🧭 Overview
The National Association of Estate Planners & Councils (NAEPC) is a leading professional organization dedicated to advancing the practice of estate planning through education, credentialing, and collaboration. Founded in 1962, NAEPC serves both individual professionals and a nationwide network of affiliated local estate planning councils.
NAEPC promotes a team-based approach to estate planning, encouraging attorneys, CPAs, financial planners, insurance professionals, trust officers, and philanthropic advisors to work together in service of client goals. Its flagship designation, the AEP®, recognizes professionals who meet rigorous standards of experience, education, and ethical conduct, and who actively engage in interdisciplinary planning.
🤝 Community & Support
NAEPC supports a vibrant national network of estate planning councils and credentialed professionals. Members gain access to continuing education, technical resources, and the Journal of Estate & Tax Planning. The organization also partners with The American College of Financial Services to offer graduate-level coursework for AEP® candidates. NAEPC hosts an annual Advanced Estate Planning Strategies Conference and recognizes excellence through its Council of Excellence Awards.
📜 Designation Highlights (Recap)
Website: naepc.org
Founded: 1962
Headquarters: Erie, PA, United States
Phone: 866-226-2224
Credential Focus: Estate planning, legal specialization, interdisciplinary collaboration, ethics
Flagship Designations: AEP®, EPLS
