Updates and Announcements

2020 BEPC Excellence Award Nominations, Due Nov 30  Nominations are now being accepted for the 2020 Excellence Award. This award recognizes an individual who has demonstrated an outstanding contribution to the estate planning community in Boston over the course of their career. The award will be presented at the 2020 BEPC Annual Gala. Consider nominating a fellow member of the estate planning community or yourself for this year's BEPC Excellence Award (formerly known as the Estate Planner of the Year Award). Nominations are due by 5 pm ET November 30, 2019.
Submit a Nomination

Call for Officer and Board Candidate Nominations, Due Dec 19  The BEPC Board of Directors is pleased to announce the call for 2020 officer and board candidates nominations. BEPC is soliciting nominees for four director positions, an honorary director, and for the positions of president elect, secretary, and treasurer. Members are welcome to submit more than one nominee, including yourself. The deadline to submit nominations is by 5 pm ET December 19, 2019.
Submit a Nomination 

BEPC Recognized as 5 Star Council in 2019 by NAEPC  The Boston Estate Planning Council has been honored as a 5 Star Council in 2019 by the National  Association of Estate Planners & Councils. This honor recognizes estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience. Thank you to all of our members, Board of Directors, and Committee  Leadership for their tireless efforts and dedication to making BEPC such a successful organization!
Link to the press release


BEPC Nonprofit Partners


2018 & 2019

New Members


Gina Coletti, Choate, Hall & Stewart LLP 


Scott DeSantis, Civic Financial


Amanda MacGee, Bass, Doherty & Finks, P.C.


Alexander Olson, The Washington Trust Company


David Raymon, Burns & Levinson LLP


Betsy Townsend, The Boston Foundation



2019-2020 Annual Corporate Sponsors

 2019 Annual Gala Sponsors