Boston Estate Planning Council (BEPC) Employee Directory

Consumer ServicesUnited States2-10 Employees

The Boston Estate Planning Council (BEPC) is a vibrant, diverse community of more than 700 estate and wealth planning professionals in the greater Boston area. Through our educational programs and networking events, BEPC members connect to build and strengthen relations, exchange ideas, and gain insights.

BEPC's Primary Objectives
- To create a better understanding  of the relationship between estate and wealth planning specialists from different disciplines, and to foster connections between them;
- To educate members about estate and wealth planning;
- To encourage the highest standards of professional and ethical conduct;
- To enable members to provide clients with the highest quality of service; and
- To educate the public about the benefits of estate planning.

Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the country. Our community includes attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals. BEPC is an active affiliate of the National Association of Estate Planners & councils (NAEPC).

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