The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Council Services Presentation

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Welcome to THE national network of nearly 260 affiliated local estate planning councils and their estimated 29,000 + members focused on establishing and monitoring the highest professional and educational standards! Join us today!

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Standard Benefits of Council Membership Online listing as an affiliated council with contact information on Growing list of valuable benefits available to your membership with NO additional work by your board Trusts & Estates ($149 subscription rate) Ruby Receptionists NAEPC Journal of Estate & Tax Planning Webinars

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Standard Benefits of Council Membership, continued Regular communication from NAEPC just for your leadership Member retention through use of the council nominated Accredited Estate Planner ® designation program Invitation to participate in “Council Leadership Day” at annual conference Monthly webinars suitable for group programming (fee applies)

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Standard Benefits of Council Membership, continued Links to referral lists and sample documents, “best practice” information, and other councils Ability to engage one FREE yearly national speaker through No-charge Speaker Program (council must provide reimbursement for travel & lodging expenses) Access to online Speaker’s Bureau containing 40 + speakers with varying areas of expertise

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Optional Benefits of Council Membership (councils must opt to participate) Continuously enhanced website platforms build just for an estate planning council Available with varying capabilities from $800 - $1600 per year (first year discounted 50%!) Nearly 60% of all affiliated local councils take advantage of this valuable service.

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Optional Benefits of Council Membership (councils must opt to participate), continued Enroll membership in national newsletter, NAEPC News Steve Leimberg’s LISI service Every member of council must enroll - $24/member/year

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Council Nominated Accredited Estate Planner ® (AEP ® ) Designation Program The most recognized multi-disciplinary estate planning designation held by over 1,800 active and engaged designees Councils may nominate members providing a streamlined application process and reduced application fee Assistance provided to create your program / criteria

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS National Dues Structure Council with… 0 – 40 members$100 / year 41 – 100$150 / year 101 – 250 members$325 / year 251 – 400 members$450 / year members$500 / year Important Note: a per-member fee is not assessed

The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH phone: (866)