The Washtenaw Estate Planning Council, Inc. is a Michigan non-profit corporation.

Please view our Sponsor Page to view our 2023-24 Season Sponsors.

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To Renew Membership, go to "Member Renewal" under "Membership" tab above 

  After Member Renews Membership, click on "See Event Details" for *each of the events* to:

  1. Register for the meetings
  2. Add and pay for guests
  3. Select Meal Preference for Member(s) and Guest(s)

 

OUR COUNCIL GOALS ARE TO:

  • Promote cooperative efforts among the various professionals engaged in the business of financial and estate planning

  • Foster an understanding of the roles and relationships of the professionals who engage in financial and estate planning

  • Promote these efforts while maintaining the highest standards and ethical practices for clients, members, and the public

  • Engage in study, discussions, meetings, and other activities which will continually improve their combined services

  • Promote an understanding of financial and estate planning matters with the public

  • Provide an environment where professionals within these fields can network with each other for their mutual benefit and understanding.

 

OUR COUNCIL:

  • Brings in speakers and educators within the various fields of financial and estate planning

  • Creates networking opportunities for members

  • Meets four times a year for a combined educational and networking event

  • Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws

  • Has a combined membership among the various professional fields of 90

 

OUR MEMBERS RECEIVE:

  • Meeting notices

  • Quality programs at modest prices

  • Newsletters and Online Membership Directory

  • Unparalleled networking opportunities

  • Shared opportunities through the National Association of Estate Planning Councils

     

Washtenaw Estate Planning Council, 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.