The Estate Planning Council of Indianapolis, Inc. is a not-for-profit organization whose members are allied professionals from multiple disciplines formed to further the best interests of the member’s mutual clients in the area of Estate Planning. Dozens of Attorneys, Accountants, Financial Advisers, Insurance Professionals, and Trust Officers gather for a dinner meeting monthly excepting the summer months to further their practical knowledge through the input of outside speakers and mutual interaction. These meetings keep the local membership abreast of recent strategic and legislative developments in best serving their clients as well as afford a forum for furthering our mutually productive and interactive relationships with one another as friends and professionals in the community. Because of a mutual commitment toward charitable interests, it is customary that our kick off meeting in September revolve around a local charity deserving of the support of our clients and ourselves.
Estate Planning Council of Indianapolis, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.