Upstate Foundation

AEP Program

Accredited Estate Planner® Designation / Council Nomination Program

Here is the process to make application for the Council Nomination Program for AEP designation:

  • Go to to learn more about the AEP and eligibility requirements.
  • Email our AEP Committee Chair, Tom Griffith, at to request information about how to apply. Depending on your experience, there is more than one application process and Tom will help you find the option that is best for you.
  • Once your application along with application fee and dues are submitted, it usually takes a few weeks for your AEP application to be reviewed.



William Davies presenting Jennifer Alfieri and Andrew Schaffel with their Accredited Estate Planner® (AEP®) designation certificates.  Administered by the National Association of Estate Planners & Councils, The Accredited Estate Planner® designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.   The holder of an AEP® designation believes in the team concept of estate planning.  Congratulations Jen and Andy!