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.
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.