National Association of Estate Planners and Councils

A national federation of affiliated estate planning councils that brings together attorneys, accountants, trust officers, planners, and insurance professionals, and confers the graduate level Accredited Estate Planner designation.

1named by NAEPC
139named by peers

Peer societies

Five societies National Association of Estate Planners and Councils is read alongside.

Who backs NAEPC

Every company National Association of Estate Planners and Councils names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.

CompanySupport as publishedAlso named by
InheritIQOtherOnly National Association of Estate Planners and Councils, so far
Sources: 1 published list, read September 2026

NAEPC webinar sponsor (December 9, 2026 webinar). Read September 27, 2026. Complimentary webinar sponsor only.

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Who backs National Association of Estate Planners and Councils's peers, but not National Association of Estate Planners and Councils

Companies named publicly by at least one of National Association of Estate Planners and Councils's five peer societies, and not found in National Association of Estate Planners and Councils's reviewed public records.

CompanyNACGPSFSPFPANAPFAACFSPeers
AdvyzonNamedNamed2 of 5
Dimensional Fund Advisors LogoSupporting PartnersNamed2 of 5
Edward Jones_LogoFeature PartnersTop Corporate Partners2 of 5
Guardian-logoGold SponsorsNational Philanthropic Partners2 of 5
logo-statefarmBronze SponsorsTop Corporate Partners2 of 5
massmutual-logoGold SponsorsNational Strategic Philanthropic Partners2 of 5
northwestern_mutualBronze SponsorsNational Philanthropic Partners2 of 5
NYL_box-logo_rgb_blue-1Gold SponsorsTop Corporate Partners2 of 5
Ryan Insurance Strategy ConsultantsNamedNamed2 of 5
SlantNamedNamed2 of 5
UPRISENamedNamed2 of 5
Absolute Capital ManagementNamed1 of 5
accupointNamed1 of 5
Advisor Solutions Inc.Named1 of 5
AdvisorServeNamed1 of 5
Advocate_Health_Advisors_logoBronze Sponsors1 of 5
Allianz Life Insurance CompanyNamed1 of 5
ALM Benefits Pro LogoNamed1 of 5
AltruistNamed1 of 5
Amada-logoBronze Sponsors1 of 5
Amerilife_LogoBronze Sponsors1 of 5
Ameritas-logoGold Sponsors1 of 5
ashSilver Sponsors1 of 5
Axos Advisor ServicesNamed1 of 5
Betterment Advisor SoltuionsNamed1 of 5
Betterment LLCNamed1 of 5
BIZEQUITYNamed1 of 5
Boston Institute of FinanceNamed1 of 5
CalsuranceNamed1 of 5
Cambria Investment ManagementNamed1 of 5
Cambridge_50-Black-01Silver Sponsors1 of 5
CCK Bequest Management JPG NEW ONENamed1 of 5
Cetera logoTop Corporate Partners1 of 5
CIA_logoSupporting Partners1 of 5
College for Financial Planning® a Kaplan CompanyNamed1 of 5
commonwealthSilver Sponsors1 of 5
ComplyNamed1 of 5
coventry_LogoGold Sponsors1 of 5
Crescendo LogoNamed1 of 5
Dalton Education by CeriFiNamed1 of 5
e4insuranceNamed1 of 5
Eagle_Life_Logo-Blue-2022Bronze Sponsors1 of 5
eMoneyNamed1 of 5
eMoney AdvisorNamed1 of 5
EquiTrustBronze Sponsors1 of 5
Fairway Home Mortgage_logo__Horizontal_Green_NMLSSilver Sponsors1 of 5
FCI Cyber | BucklerNamed1 of 5
Federated HermesNamed1 of 5
Finance GeeksNamed1 of 5
Financial Behavior Keynote Group, LLCNamed1 of 5
Flourish Technologies LLCNamed1 of 5
FP TransitionsNamed1 of 5
GainbridgeNamed1 of 5
Gallagher Affinity Formerly Known as Ryan Insurance LogoFeature Partners1 of 5
Generoworks LLCCorporate Sponsors1 of 5
Givezy.ai.2.0Named1 of 5
GivingDocs-01Named1 of 5
Gordon AssociatesNamed1 of 5
goRIANamed1 of 5
HealthPlanOne-Primary-LogoBronze Sponsors1 of 5
Holistiplan, LLCNamed1 of 5
HoraceMann2Gold Sponsors1 of 5
Insurance & Financial Media NetworkNamed1 of 5
InsurTech ExpressNamed1 of 5
Integrity-1Bronze Sponsors1 of 5
J.P. Morgan LogoTop Corporate Partners1 of 5
JM BULLIONNamed1 of 5
JMT ConsultingNamed1 of 5
JosdaNamed1 of 5
Jump_LogoSupporting Partners1 of 5
Kansas City Life Logo BESTBronze Sponsors1 of 5
Kitces.comNamed1 of 5
libraBronze Sponsors1 of 5
LLISNamed1 of 5
LPL Financial logoTop Corporate Partners1 of 5
LuthorNamed1 of 5
Marshall_Stevens (1)Bronze Sponsors1 of 5
Matson MoneyNamed1 of 5
messer-logo-hi-resBronze Sponsors1 of 5
midlandGold Sponsors1 of 5
Million Dollar AuthorNamed1 of 5
Modern Life, Inc.Named1 of 5
Move HealthNamed1 of 5
MutualofOmahaBronze Sponsors1 of 5
Nationwide Advisory SolutionsNamed1 of 5
Nationwide LogoNational Philanthropic Partners1 of 5
New logo for Finance of AmericaCornerstone Partners1 of 5
Oak Street Funding LLCNamed1 of 5
One America Financial LogoNational Philanthropic Partners1 of 5
OneAmerica_25Gold Sponsors1 of 5
Osaic logoTop Corporate Partners1 of 5
Penn Mutual LogoNational Strategic Philanthropic Partners1 of 5
Pentera Logo 2024Named1 of 5
PGCalc_Logo_BIG_FSLockUpStackedNamed1 of 5
Philanthropy Advisory CounselCorporate Sponsors1 of 5
PNC_InstAssetMgmt_DrkBlue_RGB-01Named1 of 5
Policygenius ProNamed1 of 5
Principal logoGold Sponsors1 of 5
Prudential LogoNational Strategic Philanthropic Partners1 of 5
PSBLTYNamed1 of 5
Real Wealth MarketingNamed1 of 5
Reminder MediaNamed1 of 5
Ren logoNamed1 of 5
RIA Fiduciary SolutionsNamed1 of 5
RitterBronze Sponsors1 of 5
Saturna CapitalNamed1 of 5
Savant Wealth ManagementNamed1 of 5
Securian Financial LogoNational Strategic Philanthropic Partners1 of 5
Security Mutual Life Logo-1Bronze Sponsors1 of 5
Seeds InvestorNamed1 of 5
SEINamed1 of 5
SEI InvestmentsNamed1 of 5
SeniorMarketSales_LogoBronze Sponsors1 of 5
Sharpe GroupCorporate Sponsors1 of 5
Silver Bridges ConsultingNamed1 of 5
Snappy KrakenNamed1 of 5
SoalmaNamed1 of 5
StaRNurseNamed1 of 5
StaRNurse Concierge LLCNamed1 of 5
StateStreetIM_Logo_H_UltMar_SMNamed1 of 5
Stelter-color-horizontalNamed1 of 5
Symmetry PartnersNamed1 of 5
The College Funding CoachNamed1 of 5
The Kimbrough TeamNamed1 of 5
The Prudential Insurance Company of North AmericaNamed1 of 5
The Value Builder SystemNamed1 of 5
The_Brokerage_IncBronze Sponsors1 of 5
ThinkAdvisorNamed1 of 5
thrivent LogoTop Corporate Partners1 of 5
TIAANamed1 of 5
TIAA-Kaspick-Logo 2024Named1 of 5
US Bank New24Named1 of 5
ValentaNamed1 of 5
VanguardNamed1 of 5
Vision and Hope Financial LLCNamed1 of 5
WealthCounselNamed1 of 5
Wells FargoIM_logo_box_cmyk_gldNamed1 of 5
XY Planning NetworkNamed1 of 5
ZocksNamed1 of 5

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The outside view

A national federation of affiliated estate planning councils that brings together attorneys, accountants, trust officers, planners, and insurance professionals, and confers the graduate level Accredited Estate Planner designation.

  • Consensus
  • Preserve
  • Inward
  • Volunteer

Their shape

The Republic

Run by its members, built to outlast them.

The Republic runs like a well-built institution, professional and stable, under the guidance of its members. Its gift is scale and continuity, its challenge is staying close to the grassroots as it grows.

Also reads toward The Citadel and The Village.

Strengths

→Member voice and public mission stay in healthy balance.
→Open to reform without losing its footing.
→Speaks credibly on behalf of a whole field.

Not an official page of National Association of Estate Planners and Councils. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.