News & Press

Office Closure

Wed, 24 Dec 2025 17:00:00 GMT

📢 Office Closure Notice Our office will be closed from 12 PM ET on Wednesday, December 24th through Thursday, January 1st in observance of the holiday. We’ll resume regular business hours on Friday, January 2nd.

We wish you a safe and joyful holiday! 🎄☃️

BEPC Announces Office Relocation

Thu, 23 Oct 2025 20:38:00 GMT

The Boston Estate Planning Council (BEPC) is pleased to announce that our office has moved to a new location in greater Boston. Effective October 24, 2025, BEPC’s new office address is:

Boston Estate Planning Council
85 Swanson Road, Suite 135
Boxborough, MA 01719

Our phone numbers and email addresses remain the same.

Please update your records with our new mailing address.

BEPC Office Closed Sep 1, 2025 for Labor Day

Fri, 29 Aug 2025 18:58:00 GMT

The BEPC office will be closed Monday, September 1, 2025, in observance of Labor Day.

Complete a Short Short Survey on Programming by April 4, 2025

Thu, 13 Mar 2025 14:52:00 GMT

At the start of this year, BEPC President Alisa Kim O’Neil announced there would be opportunities for members to help shape our future strategy and programs.

We are now asking you to help us understand how we can best enable you to support the evolving needs of your clients and the changing face of wealth. This is part of our long-standing commitment to diversity, equity, inclusion, and belonging (DEIB).

Your responses will directly shape our programming to ensure we deliver meaningful value to you, your practice, and our broader professional community. In addition, your responses will help us understand what is important to you to foster a sense of inclusion and belonging within the membership.

This survey has been designed to only take 3-5 minutes of your time. Complete by April 4, 2025. Responses will be anonymous unless you choose to share your details.

We thank you in advance for your participation and look forward to sharing the results with you in the coming months.

Complete the Survey Today!

BEPC Kicks Off Strategic Planning with Member Survey

Thu, 30 Jan 2025 19:22:00 GMT

The Boston Estate Planning Council (BEPC) has launched a new strategic planning process to shape the organization's future and better serve our members. As part of this initiative, our strategic planning consultant, Vista Cova, has released a comprehensive survey to gather insights from BEPC members, former members, and those within the professional community.

Your feedback is invaluable. This survey is designed to help us understand your experiences with BEPC, identify the resources and services that matter most to you, and uncover opportunities for improvement. Your input will play a critical role in refining our offerings and setting priorities for the years ahead.

The BEPC 2025 Strategic Planning Survey, which was sent via email, takes approximately 12 minutes to complete, and you can return to it later if needed. Vista Cova ensures the confidentiality of all responses.

Please submit your response by Tuesday, February 18, to ensure your voice is heard in this important process. Thank you for your participation in shaping BEPC’s future!