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. 

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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 

Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration

To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.