High Performance Teaming and Professional Collaboration: A Multi-Disciplinary Team Approach to Estate Planning

By the NAEPC Multi-Disciplinary Teaming and Professional Collaboration Committee Members

The National Association of Estate Planners & Councils (NAEPC), which was formed in 1962, functions with the abiding conviction that: 1) the team approach to estate planning is essential to the creation of an estate plan, to which every consumer is entitled; and 2) that this team approach is what best serves the client.