Welcome to the website of The Estate Planning Council of Birmingham!
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.
Meetings: 1st Thursday of each month
September through May
The Harbert Center
2019 4th Avenue North
Guests are welcome!
Continuing Education Credit: Up to 12 hours a year if all meetings are attended.
Membership application on left side of this page (Document Library).
Initiation Fee: $100.00
Annual Dues: $275.00
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.