Palm Beach County Estate Planning Council

The Palm Beach County Estate Planning Council is a multi-disciplined organization that supports the team concept of estate planning. We admit membership to attorneys, trust officers, accountants, insurance, wealth and financial planners, and planned giving professionals, as well as allied professionals. Our website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning.

What We Do

The Palm Beach County Estate Planning Council (PBCEPC) hosts meetings and roundtable discussions that provide our members with opportunities for learning and networking. We help members stay abreast of the latest developments in the always changing estate planning field. Our members can enhance their skills and expand their professional presence through educational presentations, networking with fellow PBCEPC members and professionals from other organizations, and exchanging estate planning best practices and new ideas.

Our Services

Our season runs from September to May, starting with an opening reception and including monthly breakfast or dinner meetings, four roundtable discussions, and a holiday celebration. Each meeting highlights select sponsors, features a formal presentation by a noteworthy speaker, and often includes CE credits. The roundtable discussions are educational, typically feature a local practitioner, and provide an inviting forum for members to exchange ideas in a relaxed atmosphere. In addition to our event schedule, we produce an annual estate planning supplement distributed by the Palm Beach Daily News, which showcases the council to an affluent readership.

Why Join

The Palm Beach County Estate Planning Council members benefit from insightful educational presentations, networking among industry peers, and special marketing opportunities. Many friendships and collaborations among our members began at council events. These relationships help foster a team approach to estate planning that in the long run benefits professionals, clients, and the community at large. Estate planning professionals who join our organization enjoy benefits such as monthly meetings and roundtable discussions, continuing education credits, and unique opportunities to promote their business.