Key Benefits of Membership
  • Multidisciplinary Networking: Connect with local and national professionals across accounting, insurance, law, philanthropic services, financial planning, and trust services.
  • Educational Resources: Enjoy free or discounted access to top-tier webinars, the Robert G. Alexander webinar series, and premier events like the annual NAEPC conference.
  • The Journal of Estate & Tax Planning: Read cutting-edge insights and best-in-class thought leadership published for members online.
  • Professional Designations: Gain eligibility to pursue prestigious, recognized accreditations like the Accredited Estate PlannerĀ® (AEPĀ®) or Estate Planning Law Specialist (EPLS) certifications. 
  • Exclusive Partner Discounts: Access special member pricing on selected software, specialized publications, and allied professional services
  • Click Here to Access the Membership Form