Articles of Association

Articles of the Association, revised November 18, 2011

By-laws

Bylaws, revised January 30, 2025

Vision

Cultivating excellence for estate planning professionals.

Mission

BEPC is a community of dynamic, diverse and collaborative professionals dedicated to advancing the field of estate planning through: 

• Fostering connections within the Council;
• Educational programming and professional development for every stage of one’s career;
• Thought leadership to promote subject matter expertise; and
• Meaningful service and collaborative partnerships.

Strategic Plan

BEPC is in the process of drafting a new strategic plan. The plan is slated to be finalized by June 30, 2026. The plan will be built on the vision and mission statements, with strategies, tactics, and metrics based on three goal areas: 

• Engage and Serve
• Education and Professional Excellence
• Community and Collaboration

Policies

BEPC maintains an Operational Handbook for use by its volunteer leadership in governing the Council.

Code of Conduct Policy, revised March 23, 2023

• Ethics Representative: David Keefe, III
• Review Committee:
  • Brandon Fink
  • Thomas Francione
  • Alisa Kim O'Neil
  • Katherine M. Sheehan
  • Valerie Sussman
  • Katherine Von Kohorn