Boston Estate Planning Council wins 2026 NAEPC Council of Excellence Award

The Boston Estate Planning Council earned the National Association of Estate Planners & Councils’ 2026 Council of Excellence designation, a recognition of member service, engagement and leadership. The award will be formally presented Nov. 5 in Chicago and extends BEPC’s record of national honors from NAEPC.

Why it matters: - The Council of Excellence designation signals top-tier member service and leadership within the estate planning profession. - The recognition reinforces Boston Estate Planning Council’s role in Greater Boston’s estate and wealth planning community. - The honor can strengthen collaboration across disciplines and support broader adoption of comprehensive estate planning.

What happened: - Boston Estate Planning Council received the 2026 Council of Excellence designation from the National Association of Estate Planners & Councils. - The award comes through the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program. - NAEPC will formally present the award on Nov. 5, 2026, at its Regional Leadership Conference in Chicago. - BEPC President Katherine M. Sheehan called the recognition an affirmation of the council’s continued commitment to serving estate planning professionals across Greater Boston.

The details: - The Council of Excellence honor recognizes affiliated councils that demonstrate exceptional achievement in meaningful value, engagement and service. - NAEPC says councils selected for the distinction reflect its highest standards for member service and leadership. - The award is named for Leonard H. Neiman and Walter Lee Davis, Jr. - Davis served as NAEPC president in 2008 and helped establish the Council Relations Committee. - Neiman served on the NAEPC board for more than 15 years and worked to expand council engagement nationwide. - BEPC describes itself as Greater Boston’s leading professional organization for estate and wealth planning professionals. - The council says it has about 700 members. - BEPC says its work includes council networking, educational programming, professional development, thought leadership and service partnerships. - BEPC says it is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots to 1930. - BEPC previously received NAEPC’s Five-Star Council recognition in 2018, 2019 and 2020. - BEPC also received the Council of Excellence Award in 2015, 2016, 2017, 2022, 2023, 2024 and 2025. - More information is available at the council’s website. - BEPC also shared a social media link at its LinkedIn page.

Between the lines: - The repeated national recognition suggests BEPC has built a durable member network and a steady programming model. - The award also reflects NAEPC’s emphasis on local councils as a key part of its professional ecosystem. - Recognition in consecutive years can help reinforce BEPC’s standing with members, peers and potential partners.

What's next: - NAEPC will present the award at the Nov. 5 reception in Chicago. - BEPC is likely to continue leveraging the recognition to support member engagement and professional development. - The council will remain part of NAEPC’s network of affiliated councils focused on estate planning collaboration and education.