Estate Planning Council

The Estate Planning Council of Cleveland is a vibrant multidisciplinary organization consisting of over 400 dedicated professionals united by a shared commitment: providing the highest level of service to our clients through collaborative estate planning. Our membership comprises a diverse array of experts, including attorneys, trust officers, accountants, insurance and financial planners, professionals specializing in planned giving, and a range of allied professionals. We believe that the comprehensive expertise and diverse perspectives of our members are essential in crafting effective and individualized estate plans that address the unique needs of each client.

This website serves as a valuable resource for individuals seeking qualified estate planning professionals, insightful articles, and a wealth of information related to estate planning matters. By exploring our Member Directory, you can connect with our esteemed members and learn more about the specialized services they provide. Please note that certain sections of our website, offering exclusive content and resources for members only, require a password for access.

A Commitment to Excellence

The Estate Planning Council of Cleveland is honored to be recognized as a 2023 "5 Star Council" by the National Association of Estate Planners & Councils (NAEPC). This prestigious designation underscores our unwavering dedication to upholding the highest professional and educational standards within the estate planning field. As a proud member of NAEPC, a national organization comprising professional estate planners and affiliated local estate planning councils, we actively participate in shaping ethical guidelines, fostering professional development, and promoting best practices throughout the industry.

Resources and Information

We strive to provide our website visitors with a comprehensive and informative experience. To assist you in accessing valuable resources, we have organized our content into distinct categories. If you are seeking materials from past meetings, such as PowerPoint presentations or Tax and Legal Updates, our Document Library is an excellent starting point.

Should you wish to stay abreast of our latest news, events, and activities, we encourage you to join our mailing list.

A Disclaimer Regarding Professional Advice

While we strive to provide accurate and helpful information on our website, it's crucial to understand that the content presented here is for informational purposes only. It is not intended to constitute legal, tax, accounting, or other professional advice. We strongly advise you to consult with qualified professionals for personalized guidance tailored to your specific circumstances.

Our website is a valuable resource for individuals navigating the complexities of estate planning. By leveraging the expertise of our members and exploring the wealth of information available, you can gain a deeper understanding of estate planning principles and make informed decisions regarding your financial future.