EVERYONE NEEDS AN ESTATE PLAN!
 

Estate Plan

Welcome to the official website of the NICEP and thank you for taking some time to visit with us! Whether you are a professional person interested in obtaining the distinctive CEP® certification, or a consumer interested in getting quality, up to date information and support in estate planning, you have come to the right place.

The NICEP is one of our nation's foremost professional educational and support organizations in the area of estate planning. Our graduates include some of the most sophisticated and astute Financial Advisors, Attorneys, and CPAs in the industry.

On life's long and winding road there are few things more concerning but less attended to than estate planning. Nearly everyone has done some measure of insurance planning, investment planning, and retirement planning. Some people have spent their energy and resources building wealth and financial security by owning and operating a business. However, sadly, all of this planning and hard work can come crashing down and the losses can be catastrophic without a comprehensive estate plan.

Rest assured, the time and cost of implementing a plan now is far less than the enormous cost both financially and emotionally if this important matter is neglected. Perhaps you've already witnessed or been a part of the dreadful process of settling an estate where proper planning was not done. If so, you already know the immense importance of a well executed estate plan.



OUR MISSION

We work with qualified financial, legal, and tax professionals who understand the importance of estate planning.

We train them to work together as a team to bring to every client a custom tailored estate plan.

We stress that every estate plan should be designed to preserve, protect, and pass on that individual's estate to whom they want, when they want, and how they want.

We think each client should also enjoy the peace of mind that comes from knowing their estate will be managed during their lifetime as they have directed, should they ever become incapacitated.

We believe every American adult deserves an estate plan that allows these goals to be accomplished in the most efficient manner available under the law, and that minimizes costs both now and in the future.


OUR ORGANIZATION & PROFESSIONAL CERTIFICATIONS

The National Institute of Certified Estate Planners (NICEP) is an Indiana not-for-profit corporation, and a tax-exempt entity under Internal Revenue Code 501(c)(6). It is established as a supporting organization for the purpose of educating primarily financial, legal, and tax professionals in matters of estate planning.

The NICEP provides sufficient educational courses and examinations to certify those professionals that successfully complete these programs with either the certification CEP® (Certified Estate Planner™), or MCEP® (Master Certified Estate Planner™).

These trademark certifications are nationally recognized as a standard for estate planning excellence, and are used by permission of the NICEP alone. They may only be used by those who satisfactorily complete the coursework and qualifying examinations, maintain their annual certification fees and continuing education requirements, and adhere to a strict code of professional ethics.


Please enjoy browsing our website and introducing yourself to our programs and services!