Welcome to the official website of the Estate Planning Council of Cleveland. Our website is designed primarily to keep you apprised of upcoming Council events and to assist you in finding qualified professionals and resources related to the field of estate planning. Founded in the 1930s, The Estate Planning Council of Cleveland boasts nearly 415 members, making it the sixth largest estate planning council affiliated with NAEPC in the country.
Our membership includes a diverse array of professionals working in the greater Cleveland, Ohio area, including attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations.
Our membership includes a diverse array of professionals working in the greater Cleveland, Ohio area, including attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations.
Services
The Estate Planning Council was founded in the 1930's to provide educational support for estate planning professionals. The membership, which has grown to over 400 members, makes Cleveland the sixth largest council affiliated with the National Association of Estate Planners & Councils. The Council meets on the second Tuesday of the month from September through June and guests are always welcome.
EPC Cleveland is happy to offer a job and resume posting board for our members and greater estate planning community. See below for the full policy and how to submit a job posting or resume. Please contact EPC Cleveland chapter administrator, Lauren Smigelski, at admin@epccleveland.org or 216-696-1228 for more information or to post a job or resume.
The Estate Planning Council of Cleveland offers many opportunities to get involved by participating on one or more committee of the association. The Distinguished Estate Planner Committee handles the process of soliciting nominations, discussing candidates, and event planning for the annual meeting & awards luncheon.
The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC.
Although we all "mentor" others to some extent in our professional lives, as an organization dedicated to promoting and supporting careers in fields related to estate planning, EPC Cleveland is happy to provide a mentoring program known as EPC GUIDESTAR to our members!
EPC GUIDESTAR's goal is to connect experienced EPC professionals with newer, less experienced members who wish to develop a mutually beneficial relationship over the next year, or longer, as determined by the participants.The amount of time required for Mentor/Mentee meetings will be determined by the participants, although it is recommended, at a minimum, to meet either via phone or in person, on a quarterly basis.
EPC GUIDESTAR's goal is to connect experienced EPC professionals with newer, less experienced members who wish to develop a mutually beneficial relationship over the next year, or longer, as determined by the participants.The amount of time required for Mentor/Mentee meetings will be determined by the participants, although it is recommended, at a minimum, to meet either via phone or in person, on a quarterly basis.
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