Cincinnati Estate Planning

Our Vision

The Cincinnati Estate Planning Council fosters collaboration, education, and ethical practice among professionals involved in the estate planning process. We are dedicated to empowering our members to deliver exceptional service to clients and enhance their expertise.

Our Mission

We inspire our members to:

• Deepen their understanding of current trends and best practices in estate planning.
• Develop their technical skills and knowledge across disciplines.
• Enhance their networking and collaborative capabilities within the estate planning community.

Who We Are

The Cincinnati Estate Planning Council is an inter-disciplinary organization welcoming professionals from diverse backgrounds, including:

• Attorneys
• Accountants
• Financial planners
• Trust officers
• Life underwriters
• Other professionals involved in estate planning

What We Do

Our diverse programming offers:

• Educational Events: Hear from renowned speakers at our monthly meetings and workshops covering relevant estate planning topics.
• Networking Opportunities: Connect with colleagues at our events and build valuable professional relationships.
• Collaboration Forums: Participate in committees and work groups to contribute to the advancement of estate planning in our community.
• Resources & Guidance: Access valuable digital resources, documents, and guidelines to enhance your expertise.

Our Values

• Collaboration: We thrive on open communication and collective brainstorming.
• Integrity: We uphold the highest ethical standards and client confidentiality.
• Innovation: We actively seek new knowledge and approaches to improve estate planning practices.
• Accessibility: We offer inclusive programming and resources for professionals at all stages in their careers.

Join Us!

We welcome professionals passionate about estate planning to join our organization. Discover meaningful connections, expand your knowledge base, and enhance your professional growth with the Cincinnati Estate Planning Council.