Search Accredited Estate Planners®

The estate planning professionals who appear in this searchable database—which you can search by zip code or state—all hold the Accredited Estate Planner® (AEP®) designation which is awarded and administered by the National Association of Estate Planners & Councils (NAEPC). By selecting an estate planning professional who holds the AEP® designation, you can be sure that he or she will focus on the team concept of estate planning while incorporating the knowledge, skill, expertise, and experience of his or her professional discipline to provide you with a personal, yet comprehensive estate plan.

The NAEPC promotes the team concept of estate planning, involving the skills and expertise of each of the professional disciplines we recognize—accounting; insurance and financial planning; law; and trust services—in order to better serve the your estate planning needs.
Specialty
Attorney
CPA (Certified Public Accountant)
CLU (Chartered Life Underwriter)
AEP® (Accredited Estate Planner®)
CFP® (Certified Financial Planner)
CTFA/Trust Officer (Certified Trust & Financial Advisor)
ChFC (Chartered Financial Consultant)
EPLS (Estate Planning Law Specialist)
 
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And/Or Search by Zip Code

The AEP® designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the disciplines of estate planning recognized by the NAEPC: accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®); law (JD); and trust services (CTFA). The AEP® designation is awarded by the NAEPC to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. The professionals who hold this designation offer you expertise, experience, multi-disciplinary planning, and adherence to a strict Code of Ethics—providing you with the peace of mind that only expert estate planning advice can bring. The NAEPC has high standards for eligibility for this designation as well as for maintaining the designation in good standing.

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Council in your area


EstatePlanningAnswers.org Our Public Educational Site

For Accredited Estate Planners® Only:
AEP® Annual Renewal Form
AEP® Alert Newsletter

Plan now for National Estate Planning Awareness Week
October 15-21, 2012

 
Frequently Asked Questions for estate planners and councils
 

 

 


National Association of Estate Planners & Councils  1120 Chester Avenue, Suite 470  Cleveland, OH   44114
Phone: (866) 226-2224   ~   Fax: (216) 696-2582   ~   E-Mail: admin@naepc.org


The unauthorized use of member contact information obtained from this website and related material is expressly prohibited. Any requests must be made in writing and directed to the NAEPC office. Accredited Estate Planner and AEP are registered trademarks of the National Association of Estate Planners & Councils.

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