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The Estate Planning Council of Rochester is a multidisciplinary organization with a membership of 200 established estate planning professionals who share a common belief that a client is best served by the team concept of estate planning. 

The Council is organized to help its members render the highest possible service to their clients, to provide a forum for discussion of estate planning topics, and to promote cooperation among the participating disciplines including lawyers, certified public accountants, life insurance professionals, trust officers, financial planners, and allied professionals.

The website is intended for the use of the Council's members, but we welcome estate planning professionals interested in membership to visit our Membership Forms page for eligibility requirements.  






Estate Planning Council of Rochester 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.