Council Information
Our membership includes accountants, attorneys, care providers, insurance professionals, planned giving experts, trust officers and wealth managers who strive to be at the top of their respective fields.
The Council is an active member of the National Association of Estate Planners and Councils (NAEPC), which is an organization that is focused on establishing and monitoring the highest professional and educational standards for estate planners and affiliated estate planning councils. The NAEPC promotes public awareness of the quality of services rendered by professionals who meet these standards. It promotes cooperation and understanding of the different roles estate planning practitioners have with each other, their clients and the general public.