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WHO AND WHAT IS NAFEP?
NAFEP is a privately held, for profit organization based in Salt Lake City, Utah. The company was formally launched on April 15, 1993. The original founder, Mike Janko, is President and Executive Director. NAFEP's® Board of Directors and separate Advisory Board (see links below) contribute significant legal, estate, tax and business planning expertise to the organization. The primary business of NAFEP is two fold:
- Provision of estate planning consultation and documents through a nationwide network of professional sales associates
- A training and certification program for professionals known as Certified Estate Advisor®(CEA®). NAFEP professional sales associates are either attorneys, CPAs or financial planners who have completed the CEA®.
NAFEP has developed an array of both standard and sophisticated estate planning services which sales associates and CEAs (members) provide to their clients (see “Products and Services” button on the upper left of this page). The organization provides significant education, support and materials to its professional member network. In a typical case, a prospective estate planning client and a NAFEP member explore the client’s estate planning needs. The member, using NAFEP training, information and consulting, assists the client in appropriate estate plan selection. The member and client then use a NAFEP application to collect the necessary information for that client’s estate plan. In this process, the client retains a NAFEP trained attorney to handle the plan’s document creation. All legal documents are produced by the NAFEP attorney at the home office. The completed document package is shipped to the professional member who, with assistance of appropriate legal professionals, leads the client through execution and funding of the program. NAFEP is noted for its first class educational programs in estate planning. The Certified Estate Advisor® (CEA®) training and curriculum is recognized for continuing education credits by many states around the U.S. and by the Certified Financial Planner (CFP™) Board of Standards. Many broker-dealers recognize and promote the designation as well. To obtain the certification, qualified professionals go through a NAFEP developed course, in which they receive in-depth training in estate planning, and then take the CEA® exam. Other NAFEP training and continuing education courses are provided to these professionals via NAFEP publications and at training conferences.
WHY USE NAFEP FOR ESTATE PLANNING?
NAFEP is dedicated exclusively to developing and implementing the most thorough, professional, accurate and creative estate planning programs in the nation. NAFEP attorneys work directly on each client’s estate planning. Over the years this organization has devoted substantial resources and expertise to research and development, exclusively in estate planning. NAFEP does not have to split time working in other areas of the law. There is much continuing research and study as well to keep on top of this field. Few independent law firms or attorneys could ever hope to match NAFEP’s investment in research and development in estate planning. And, NAFEP has not gone unnoticed, having become the most recognized and recommended estate planning service in the country. See the “Check Our References” button on the upper left side of this page for a few of the outstanding organizations and institutions which recognize or endorse NAFEP estate planning. NAFEP handles more estate planning clients in a few months than most estate planning attorneys do in a life time. And many NAFEP clients have their own attorneys and CPAs review their NAFEP estate plan. This independent evaluation of NAFEP planning documents has happened thousands of times, and provides an intensive level of peer review to help ensure no flaws are inherent in NAFEP estate planning services. Traditional law firms do not have the benefit of this level of independent review. This broad client experience and peer review enables NAFEP to develop and provide the most advanced, accurate and legal trust questionnaires, estate planning strategies, trust terms and provisions, legal documents, training and education, and client support available.
® CEA and Certified Estate Advisor are registered service marks of NAFEPTM The CFP mark is owned by the Certified Financial Planner Board of Standards, Inc
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