About Us

The Estate Planning Council of Polk County, Inc. is a local chapter of the National Association of Estate Planning Councils.  The purpose of the organization is to educate, foster awareness and promote collaboration amongst members as to the professional functions of attorneys, accountants, financial planners, life underwriters, philanthropic charitable advisors, and trust officers in the field of estate planning; and to assist its member in keeping abreast of laws and conditions affecting the estate planning field.

The Estate Planning Council of Polk County is the premier organization for local professionals involved in the estate planning process. We provide informative information at our meetings for the sole mission of educating our members and promoting best practices. The Council provides an active forum for networking with the practitioners in the field. Estate planning professionals who would like to join our organization are encouraged to contact us or submit an application.