National Association of Estate Planners & Councils

Finance

About National Association of Estate Planners & Councils

The National Association of Estate Planners & Councils (NAEPC) is a multi-disciplinary organization comprised of affiliated estate planning councils and credentialed professionals dedicated to excelling in the profession through resources, networking, and education.

NAEPC is a fee-based membership organization with over 30,000 council members. Headquartered in Westlake, OH, NAEPC hosts 275 councils and 2,100 Accredited Estate Planner® designees nationwide.

NAEPC offers many educational benefits to its members. These include access to the annual NAEPC Advanced Estate Planning Strategies Conference featuring nationally-recognized speakers. NAEPC also offers the LINK Online Course in Collaboration and Robert G. Alexander Webinar Series to assist members in satisfying their AEP® designation continuing education credit requirements. Members enjoy access to the NAEPC Journal of Estate & Tax Planning, an online library featuring content and newsletters from leading practitioners. Other benefits include podcasts, videos, books, articles, and software.

Prospective members of NAEPC may join as an AEP designee. The membership requirements include having an active practice for at least five years, having specified professional credentials, and having a current membership in an affiliated local estate planning council. Individuals who do not meet the requirements can also get involved with NAEPC by becoming a council member or an At-Large member.

Prospective councils may join AEPC by becoming an affiliate. Council fees vary based on member count, ranging from $115 to $575 annually.

Individual membership fees vary based on subscription type, ranging from $80 to $175 per year.

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