The Estate Planning Council of Westchester County, Inc. is a multi-disciplinary membership organization comprised of certified public accountants, attorneys-at-law, trust officers, chartered life underwriters and certified financial planners.  Each member is a carefully-selected expert and qualified specialist in their own field and each is dedicated to a multi-disciplinary, team approach to wealth management and comprehensive estate planning. 

We are a membership council of the National Association of Estate Planners & Councils (NAEPC). Our partnership with the NAEPC provides our members with a Code of Ethics, a national network of estate planners, specialized education and professional designations.

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Members of the Estate Planning Council of Westchester County have unlimited access to Leimberg Information Services' (LISI) huge database of cases, rulings, legislation, and much more.  LISI provides fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts and is home to a very powerful engine that allows members to create customized searches and find information quickly and easily.  In addition, all members receive a weekly highlight email with a link to the EPC login portal. > Login Now or Watch the LISI Tutorial

Estate Planning Council of Westchester County 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.