About Us


About Us

We are a nonprofit membership organization that promotes the exchange of ideas and information among estate planning professionals in order to deliver a better estate planning process to clients. 

 

Members are professionals in specific Professional Groups 

and either reside in or have a place of business in Westchester County, New York. 

  • Certified Public Accountants
  • Attorneys-at-law
  • Trust Officers
  • Chartered Life Underwriters
  • Certified Financial Planners®
     

Our Associate Members are professionals who may not fit into any of the groups above but who are:

  • Actively and substantially engaged in the estate planning process, and/or
  • Working toward certification into a designated Professional Group 
     

Founded in 1967, the Estate Planning Council of Westchester is made up of professionals who believe in the Team approach to estate planning.  Members take advantage of opportunities to deepen both their relationships and skills: 

 

  • At our quarterly dinner meetings we offer educational and networking opportunities through presentations from industry leaders about planning techniques, current laws and shared experiences pertaining to the many disciplines of estate planning. Our meetings provide the opportunity to visit with friends, network and establish new relationships. 
  • Our one breakfast meeting and two lunch meetings are for members only (guests will be accommodated if space permits) in a seminar setting with a maximum capacity of thirty-five attendees.  For more information regarding our meetings, please check our Event Calendar.
  • Access to Leimberg Information Services, a monthly subscription service providing fast, frank and incisive analysis of proposed and recent legislation, regulations, cases and rulings with contributions from a range of experts.
     

For more information about the benefits of membership and requirements to become a member, click here

For our calendar of events, click here 

To find an Estate Planning professional in any discipline, click here 

If you are interested in becoming a sponsor, click here 

For member log in, click here


 

 

An Important Notice Regarding Our Online Membership Directory - Terms of Use: The Membership Directory of the Estate Planning Council of Westchester County, Inc. (EPCWC) is provided as a service for use by its Members. Third-party use by non-Members is strictly prohibited. Members may use the Directory for the sole purpose of contacting, discussing and networking with other Members. The Membership List may not be used by any non-EPCWC Member, and may not be rented, sold, licensed or otherwise transmitted to any third-party for any purpose. Members are strictly prohibited from using the Membership List as a method of marketing commercial products or services to other Members. The distribution of unsolicited commercial e-mail (SPAM) to any Member(s) is strictly prohibited. In using the EPCWC site or Membership Directory, you are accepting the Terms of Use specified above.