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National Association of Estate Planners & Councils

The Boston Estate Planning Council (BEPC) is a member of the National Association of Estate Planners & Councils (NAEPC). NAEPC is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning.

 

NAEPC Member Benefits

NAEPC provides numerous resources to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Learn More

 

NAEPC Journal of Estate & Tax Planning

As a member of NAEPC one of your benefits includes access to the NAEPC Journal of Estate & Tax Planning. The Journal provides regular updates on important information regarding the ever changing world of estate and tax planning.

 

Council of Excellence Awards

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.

BEPC has been honored as a 5 Star Council in 2019. This honor recognizes estate planning council that have demonstrated a high level of achievement in areas critical to a successful membership experience. Link to the press release

 

NAEPC Designation Programs

A primary goal of NAEPC is to encourage specialization programs to increase recognition and acceptance of estate planning as a specialty. NAEPC offers two specialization programs:

Accredited Estate Planner (AEP®)

The AEP® designation is for individuals who have met the requisite requirements, including estate planning experience and recommendations by colleagues. All individuals obtaining the AEP® designation demonstrate commitment to the team approach in planning. Learn More

Estate Planning Law Specialist (EPLS)

The EPLS program is available to attorneys practicing in the estate planning arena. Learn More

 

NAEPC Events

Robert G. Alexander Webinar Series

Annual NAEPC Advanced Estate Planning Strategies Conference