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Boston Estate Planning Council

Welcome to the Boston Estate Planning Council 

The Boston Estate Planning Council is a multi-disciplinary association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Established in 1930, the Council’s membership represents a broad range of practices: attorneys, accountants, bank trust officers, life insurance representatives, financial planners, wealth management, planned giving professionals and family office management. The Council is comprised of nearly 800 members who meet to get to know and respect each other through an increased awareness and understanding of the views, concerns and valuable interaction of their overlapping specialties

Let us tell you about the History of The Council

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It is time to Renew your Membership!

A Message from our President

Thomas W. Bishop, CLU, AEP...

Our Council continues to thrive and has become THE organization in Boston to join if you are involved in the estate planning market. We have achieved this by focusing our efforts on our core competencies… providing our members with important, timely educational programs and opportunities to enhance their practices by meeting other professionals from complimentary disciplines and developing relationships that benefit both.
Your Board of Directors has worked diligently over the summer months to implement a full Calendar of Events that include multiple Roundtable Meetings, a webinar, thought-provoking seminars, and an interesting “Signature Event” in the spring. Please visit the calendar to see more details on these and other events.
Not surprisingly, our success has created an issue which is currently being addressed. Many of our events are sold out leaving some members unable to attend. Unfortunately, getting a large room does not solve the problem. Since many of our events are included in your dues, many members sign up but then aren’t able to attend which results in closing out the opportunity for those who do want to attend. We have established a Task Force and their recommendations are currently being reviewed and new procedures will be implemented shortly. As a reminder we have TWO Members Only Networking Cocktail events that I am sure you will want to attend. Our Kick off Event is on September 30th and our Holiday Reception is December 8th so please mark your calendars! 
We continue to make improvements in our website. If you have any suggestions or ideas, your input is always welcomed and appreciated.  
The Council is only as strong as its members, and I hope each of you will take a moment to:
On behalf of your entire Board of Directors, thank you for the opportunity to continue to build an even stronger, more vibrant Council. I look forward to working with all of you over the coming year!

Important Information to Members trying to Log on to this site:

All Members have the same structure for your USER NAME which is: the FIRST INITIAL OF YOUR FIRST NAME followed by your complete LAST NAME. EXAMPLE: Mary Smith would be:  MSmith  Please note...if you log in as anything but the FIRST INITIAL OF YOUR FIRST NAME followed by your complete LAST NAME - you will make a DUPLICATE Profile that will show you as a LAPSED MEMBER and you will not be able to enter the MEMBERS ONLY area to pay your dues or register for events as Member.  You can then create your own password.