About Us

OUR MISSIONAlthough we are not the largest Council among those members of the National Association of Estate Planners & Councils, we pride ourselves on bringing together the best-informed estate planning professionals in our area as a service to the public and to ourselves. We do this through eight monthly dinner meetings held October through May of each year, where we feature top speakers to update us on the broad areas of estate planning.Because our membership is made up of a diverse group of estate planners, including Attorneys, CPAs, Financial Planners, Life Insurance Professionals and related members, we have a great deal of interaction among members at our meetings. We also strive to interact with the public through outreach and scholarship programs, and foster a team approach for the most effective resolution of our client's desires and needs.