and a huge Thank You to our new sponsors:

Upcoming Events

Search for all upcoming and past event details in our Event Calendar

For Members

Members can request a password, sign-in and access member benefits.

Your Directory Listing
Members can update their contact information and immediately see those updates in our public online member directory. Sign in today and click menu Tools, My Person Info.

Options Options Options
Tweak your Directory listing to show exactly as much information you wish to share publicly.  Choose how you wish to receive email messages from us. Sign in today and click menu Tools, My Person Info, Options.

Platinum Sponsor

Gold Sponsors

Sponsorship Opportunities. Learn More.

Who We Are

• Lawyers
• Trust Officers
• Financial Planners
• Accountants
• Planned Giving Professionals
• Valuation Experts

Here are some of the credentials that are required for membership in The Estate and Business Planning Council:

CPA - Certified Public Accountant
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
CFP® - Certified Financial Planner
PFS - Personal Financial Specialist
MAI - Member of Appraisal Institute
ASA - Accredited Senior Appraiser
CBA - Certified Business Appraiser
BVAL - Business Valuator Accredited in Litigation
CVA – Certified Valuation Analyst
ABV – Accredited in Business Valuation
CAP - Chartered Advisor in Philanthropy

Member Resources