Boston Estate Planning Council Excellence Award 

About the Award

The BEPC Excellence Award (formerly the "Estate Planner of the Year" Award) is given in recognition of outstanding contributions to the estate planning profession. The winner is selected following an annual nominations process. This award represents the highest honor that BEPC can bestow upon a member, and the recipient is honored at the association’s yearly Annual Gala.

The award recipient is a wise counselor to clients, a collaborative planner who values the input of other experts, a mentor to young professionals, an educator who willingly and selflessly shares knowledge with colleagues within the field, and an active citizen within the broader community beyond the Council.

Award Recipients

2026 Awardee

Amy R. Lonergan

Amy R. Lonergan is a partner at Day Pitney and business unit leader of the firm's private client department. BEPC congratulates Amy on this prestigious honor which is bestowed in recognition of outstanding contributions to the estate planning profession and community. We invite you to learn more about Amy's background and to view the press release announcing her as the 2026 BEPC Excellence Award recipient.

BEPC honors the Excellence Award recipient at its May 21, 2026 Annual Gala, learn more and register to attend. All from the professional community are welcome to attend.

Past Awardees

Annual Nomination Process

The nomination period for the 2026 award is now closed.

Read more about the nomination process.

Only BEPC members may nominate candidates for this prestigious award. Each member may nominate up to three candidates per award cycle.