Welcome from the Estate Planning Council of Northeast Florida!

Who We Are:

The Estate Planning Council of Northeast Florida is an organization of qualified professionals from across Northeast Florida who work in the area of estate planning. Since 1954, we have sought the advancement of the estate planning field through continuing education on industry-leading topics, networking opportunities with other established professionals, and the development of relationships through social gatherings. Our Council is comprised of members representing the following professional disciplines: Trust Officers, Attorneys, Certified Public Accountants, Financial Planners, Planned Giving, and Business Valuation Advisors.

 

What We Do:

The Estate Planning Council of Northeast Florida plans a variety of events for our members.  Our regular dinner meetings include opportunities to network with other members and hear an expert speaker discuss relevant and cutting-edge topics on the ever-changing estate planning landscape.  Our lunch programs feature Council members who have insightful expertise on topics that are relevant to the field. And our social events give our members fun and creative opportunities to develop interpersonal relationships with other professionals in a less formal environment.  Once a year during our annual meeting we offer continuing education credit for the member’s professional discipline.


Why Join:

  • The Estate Planning Council offers its members the opportunity to meet and develop relationships with other professionals in the estate planning field and other experts in related disciplines.
  • Access to expert speakers in the estate planning field and continuing education credit. Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA).
  • Council members have access to the resources of the National Association of Estate Planners and Councils (NAEPC) including the ability to earn the Accredited Estate Planner AEP® designation.
  • Sponsorship opportunities for members that provide high level of exposure for them and their organizations.


Please feel free to browse our calendar of future meetings.

 

 

MEET OUR SPONSORS


 


 


 


 


 

 

Estate Planning Council of Northeast Florida is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.