Welcome to the website of The Estate Planning Council of Birmingham, Inc.!

 The Estate Planning Council of Birmingham is a multi-disciplinary professional association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Established in 1960, the Council’s membership is currently comprised of more than 200 attorneys, accountants, bank trust officers, life insurance professionals, and financial planners. Others who work in the field of estate planning participate as associate members.

 If you are seeking guidance regarding your estate planning, please use our membership list to assemble a team of professionals who are dedicated to their estate planning practice.

If you are considering joining The Estate Planning Council of Birmingham, please complete a membership application found under the Membership tab.  

 Initiation Fee: $100.00

Annual Dues: $300.00

Our 2024 Member Benefits:

  • 11 hours of continuing education from nation and local speakers (if all meetings attended)
  • Multiple networking socials throughout the year
  • Access to NAEPC journal and webinars
  • Opportunity to meet and network with professionals working in the estate planning field - attorneys, accountants, bank trust officers, life insurance professionals, and financial advisors
  • Over 200 local members

Our 2024 Meetings:  

  • Thursday, January 4, 2024         8:00am - 9:00am      The Harbert Center
  • Thursday, February 1, 2024        8:00am - 9:00am     The Harbert Center
  • Thursday, March 7, 2024            8:00am - 9:00am     The Harbert Center
  • Thursday, May 9, 2024               12:00 Noon - 1:00pm   The Harbert Center
  • Thursday, August 1, 2024           8:00am - 9:00am     The Harbert Center
  • Thursday, September 5, 2024    8:00am - 9:00am     The Harbert Center
  • Thursday, October 3, 2024         3:00pm - 4:00pm  & 4:00pm - 6:00pm Social   The Club
  • Thursday, November 7, 2024     8:00am - 9:00am     The Harbert Center
  • Thursday, December 5, 2024     8:00am  10:00am    The Harbert Center

The Harbert Center address:  2019 4th Avenue North, Birmingham, AL 35203

 Guests are welcome! 

 

 

Estate Planning Council of Birmingham, 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.