AEP ACCREDITED ESTATE PLANNER Certification Exam

ACCREDITED ESTATE PLANNER (AEP) The AEP evaluates your ability to draft wills, trusts, and powers of attorney that hold up under scrutiny—not just theoretical knowledge. You’ll navigate real-world scenarios calculating estate tax exposure, restructuring client assets to minimize liability, and coordinating with tax professionals. Success depends on translating complex statutes into actionable documents that protect beneficiaries and preserve wealth across generations.