The Martin County Estate Planning Council is a professional organization dedicated to providing educational opportunities and fostering connections between members of the community who serve clients in the areas of tax planning, financial planning and insurance, estate and trust matters and philanthropy.
Our members include attorneys, accountants, financial planners, insurance advisors, trust administrators and planned giving professionals.
If you are seeking to build relationships with others in the field of estate planning as well as to take advantage of our educational opportunities to improve your knowledge, we encourage you to contact us regarding membership.
If you are a member of the public who is seeking advice, you may utilize this website to locate members of the Martin County Estate Planning Council by their specific discipline and credentials by using our member directory.
Martin County Estate Planning Council 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.