About us

Our Council is an organization of Attorneys, CPAs, Trust Officers, CLUs, ChFCs, CFPs and other financial professionals practicing estate planning.

Our Goal:

1. To assist members in their professional growth and development.

2. To provide a forum for members to interact professionally and socially to exchange ideas and experiences.

3. To promote awareness of the estate planning services provided by members.

4. To enhance the quality of performance of members by encouraging them to maintain the highest possible professional and ethical standards.