1. The National
Association of Estate
Planners and Councils
By:
Jim Monteverde

2. Jim
Monteverde:
The National
Association of
Estate
Planners and
Councils
Highly regarded in the area of financial planning, Jim Monteverde is
the president and chief executive officer of the Monteverde Group,
LLC. In 1995, James Monteverde received accreditation in estate
planning from the National Association of Estate Planners and
Councils.

3. Jim
Monteverde:
The National
Association of
Estate
Planners and
Councils
The National Association of Estate Planners and Councils (NAEPC) is
a professional organization that promotes high standards within the
field of estate planning. NAEPC facilitates awareness of its
members’ services and encourages an interdisciplinary approach to
assisting the public in estate planning.

4. Jim
Monteverde:
The National
Association of
Estate
Planners and
Councils
The national organization emphasizes the importance of
networking and constant professional development to its members,
and encourages members to remain active in local councils. To help
members with these things, NAEPC developed its own iPad
application and makes it available to all members for free. Also, the
organization provides web-based access to its monthly newsletter
via its website.

5. Jim
Monteverde:
The National
Association of
Estate
Planners and
Councils
NAEPC works to ensure that estate planning receives more
recognition as a field of specialization. For more information on the
organization, visit www.naepc.org.