Council Information

The purpose for which the Council is organized is to foster better understanding of estate planning among its members.

Those persons who make contributions to this Council and are in the following occupations or have one of the following professional designations who spend a significant portion of their professional time in the estate planning process shall be eligible for membership in this Council:

Attorney at Law
Trust Company/Division/Department Employee
Chartered Life Underwriter
Chartered Financial Consultant
Certified Public Accountant
Charitable Organization Executive
Certified Financial Planner
Accredited Estate Planner
Emeritus (Retired from any of the above mentioned designations)