The Accredited Estate Planner® (AEP®) designation is a graduate-level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys, accountants, insurance professionals and financial planners, philanthropic advisors, and trust officers who hold one or more of the following credentials in active status and good standing: JD, CPA, CLU®, ChFC®, CFP®, CFA, CPWA, CAP®, CSPG, CTFA, MSFS, or MST.
It is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.
"I am truly honored to join the ranks of so many talented professionals who share my passion for excellence in estate planning", said Alec Majtenyi, CFP®, AEP®, CBDA®.
An organized and complete Estate Plan is important to ensure an efficient transfer of assets and minimize legal frustrations for your loved ones in times of major distress. This includes a Will, Health Care Directive, Power of Attorney, and in certain cases Revocable and Irrevocable Trusts.RMR has recently engaged Wealth.com, a tool designed for creating a cost-effective and complete Estate Plan, to assist our clients in making sure this important planning step gets checked off the to-do list. Alec is our Wealth.com Specialist who assists our clients through this process. RMR Wealth believes in planning and a big component of that is ensuring our clients have their Estate Plan in order.
