NAEPC Brochure-8 5x11 - National Association Of Estate Planners - naepc 2025

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Estate planning may touch on some of the same areas as financial planning (Ex: asset protection or tax planning), but estate planning also includes planning for the distribution of assets upon your death, minimizing estate taxes, protecting your heirs, and documenting your healthcare decisions.
This is where a certified estate planner (CEP) comes in. CEPs specialize in creating comprehensive plans to manage money and assets over the long term while ensuring your wishes are clearly outlined and followed. Heres how a CEP can help safeguard your financial legacy.
There was 201,144 Estate Lawyers Attorneys in the US businesses as of 2023, an increase of 0.7% from 2022.
Attend law school Becoming an estate planning attorney requires attending law school to earn a Juris Doctor. Law school often requires three years to complete, and the first year typically involves general courses.
Certified Estate Planner (CEP) Candidates must have a valid current license in either the financial, legal or tax profession or receive permission for enrollment based on some other relevant professional interest.
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What to Bring to an Estate Planning Meeting Beneficiaries List. Name of Executor(s) Your Financial Records. Prenuptial Agreements, Divorce Agreements, and Other Important Contracts. A List of Your Questions.
Becoming an estate planner requires financial, tax, and accounting knowledge. Estate planners typically have law, accounting, or finance degrees and certifications.
Estate planners can come from a range of backgrounds, including personal financial advisors, Certified Public Accountants (CPAs), insurance producers, and lawyers, so the required education varies. Getting into estate planning without at least a bachelors degree is almost impossible.

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