We welcome all Accountants, CPAs, Directors of Development, Certified Financial Planners, Attorneys, Insurance and Financial Institution Representatives, Financial Advisors, and Trust Officers to join our Council.

We offer a venue to network with your peers, stay up-to-date on emerging topics of interest, complete continuing education requirements, and do good in our community.

Our Mission as a nonprofit association is to provide an inclusive and interdisciplinary forum for estate-planning professionals to foster relationships and enhance their proficiency in the field, and to promote charitable programs that educate the public about the importance of estate planning.